Tax Manager

About the role

Aldrich CPAs and Advisors is seeking a Tax Manager to join our Lake Oswego office. This role supports clients in our construction practice, though prior construction tax experience is not required. Ideal candidates are local to the Lake Oswego/Portland metro area and can maintain visibility with clients and team members through Aldrich's hybrid work model.

Responsibilities

• Coordinate and plan service delivery to clients, including conducting review meetings
• Manage assigned client relationships and serve as a trusted advisor
• Analyze client financial information, assess needs, and determine strategies to meet client objectives
• Communicate technical tax concepts clearly to clients and team members
• Develop and mentor staff and seniors through training and performance feedback
• Manage the risk and financial performance of engagements, including billings, collections, and project budgets
• Participate in new client prospecting, presentations, and closing meetings
• Collaborate with partners and team members to support continued growth in the construction practice

Requirements

• 6+ years of recent public accounting experience with a primary focus on tax
• Experience managing client relationships and reviewing tax work
• Strong client service mindset and ability to build trust with clients
• Excellent research, writing, and communication skills
• Successful completion of the CPA exam, licensed CPA, JD, or EA

Qualifications

• You’ll Get a Chance To:
• Coordinate and plan service delivery to clients, including conducting review meetings
• Manage assigned client relationships and serve as a trusted advisor
• Analyze client financial information, assess needs, and determine strategies to meet client objectives
• Communicate technical tax concepts clearly to clients and team members
• Develop and mentor staff and seniors through training and performance feedback
• Manage the risk and financial performance of engagements, including billings, collections, and project budgets
• Participate in new client prospecting, presentations, and closing meetings
• Collaborate with partners and team members to support continued growth in the construction practice

Benefits

We offer a comprehensive benefits package designed to support your health, financial well-being, and overall quality of life. This includes medical, dental, and vision insurance, life and disability insurance, a health savings account with an annual company contribution of $1,500, flexible spending accounts, dependent care benefits, a 401(k) plan with 1.5% match and 5% annual discretionary profit sharing, generous time off, and a sabbatical program. For a full summary of our benefit offerings, visit Life at Aldrich at this link.