How would you like to step away from the technical tactics and more redundant grind of pure tax return review to instead act as a holistic advisor to your high net worth tax clients?  Leverage your entrepreneurial spirit to build business and grow your career within the fastest-growing arm of this well-respected practice?

Kent Employment Solutions is conducting a retained recruitment of an SR Tax Manager for our Lake Oswego client, Aldrich Wealth LP.  The ideal candidate is a polished CPA or JD with 6+ years of tax planning/prep and a solid technical tax aptitude interested in leading a team advising high net worth individuals. - Reach out today for more information – wendy@kentemploymentsolutions.com

Why Aldrich

• Break out of the traditional CPA lane into a business advisor role with a fast-growing group of highly motivated professionals working collaboratively to leverage each other's expertise in service of their clients
• Find balance and new challenges away from the typical tax cycle – the day after day of “technical reviews” and compliance, compliance, compliance
  • Instead, be a more rounded business advisor
• Great natural base of client referrals in a fee-based advisor structure
• Organic growth and shareholder track potential

The Role

The SR Tax Manager manages a small team of tax professionals within the Tax Excellence Hub.  The Tax Excellence Hub serves high net worth individuals that are being serviced within Aldrich Wealth LP (AW). Professionals in this Hub work together with a team of advisors, with varying disciplines, to serve these clients. This position will provide complex tax review, planning, and compliance services and act as a trusted advisor to our clients.

Primary Responsibilities

• Coordinate and plan service delivery to clients, including conducting review meetings for the Tax Excellence Hub
• Work directly with clients on follow-up items from meeting or initiate follow through on new initiatives with clients
• Analyze client financial information, assess needs, and determine advanced strategies necessary to meet clients' objectives
• Manage client relationships
• Manage and further leverage an established network with current referral professionals
• Develop relationships with clients and demonstrates a capacity to earn client’s respect and trust, providing opportunities to sell existing clients new services and attract new business.
• Perform technical tax reviews, approve tax returns, and governmental tax examinations of any complexity
• Develop and mentor staff through training and effective performance feedback - ensuring responsibilities are consistent with skills and development goals
• Manage risk and financial performance of engagements including billing, collections and project budgets
• Coordinate with Aldrich Wealth relationship managers throughout the year regarding tax needs for client meetings