Senior Tax Associate, Private Wealth

About the Position

Aldrich CPAs and Advisors is looking for Senior Tax Associates to join our team serving ultra-high net worth individual clients. Successful candidates will have a desire to interact with clients, enjoy working as part of a team, and have a desire for future growth. Professionals in our Private Wealth Tax team work together with tax professionals and financial advisors with varying disciplines, to serve these clients.

At Aldrich, we serve clients as part of a team, each representing a unique area of expertise. Senior Tax Associates will assist in preparation and review of individual tax returns, as well as provide client service, relationship management and consulting services. If you want to work with people who care about their co-workers, clients and communities, strive to achieve a work-life balance within the rigors of our seasonal business cycle, and understand the importance of giving back to the community, we want to meet you.

Why Aldrich

Aldrich is a growth-minded west coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values driven firm committed to accountability, agility, collaboration, and respect.

Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients and our communities.

Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals’ pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer.

Check out more about Aldrich at https://aldrichadvisors.com/.   

You'll Get a Chance To

• Develop relationships with high net worth clients
• Research and propose resolution to technical individual tax matters
• Prepare individual income tax returns
• Provide effective project management
• Inspire teamwork and responsibility with team members
• Use current technology and tools to enhance the effectiveness of deliverables and service
• Build on technical competence by keeping up-to-date on trends, developments, and technical authorities
• Coordinate proactively with Aldrich Wealth relationship managers throughout the year regarding tax needs

What You Bring to the Team

• 3  years recent experience in public accounting with a primary focus on individual and high net worth tax planning and preparation
• Licensed CPA or successful completion of the CPA exam
• Excellent verbal and writing skills
• Willingness to take "ownership" of the client

How We'll Reward You

At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes:

• Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
• Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing
• Time Off: 5 weeks of vacation and sick leave, 10 Paid Holidays, 16 Hours of Volunteer Time, Paid Sabbaticals and Paid Parental Leave

For a full summary of our benefit offerings, check out Life at Aldrich at https://aldrichadvisors.com/careers/life-at-aldrich/.

What You Should Know

This is a full time remote with in person and hybrid work options available, though it will be critical for this position to be based in the Portland are long term for in-person client meetings.

To Apply

Submit your resume. A brief cover letter is optional.