Senior Tax Manager

Posted 4 Days Ago
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Lake Oswego, OR, USA
In-Office
180K-215K Annually
Senior level
Industrial • Manufacturing
The Role
Lead tax compliance, planning, and consulting for closely held and construction-related clients. Manage complex client relationships, supervise and develop staff, review tax work, manage engagement financials and risk, and support business development and practice growth with partners and leadership.
Summary Generated by Built In

Description

Aldrich CPAs and Advisors is looking for a Senior Tax Manager to join our Lake Oswego office and support clients in our construction practice.

This is a high-visibility leadership opportunity for an experienced tax professional who wants meaningful client ownership, partner access, and a path toward broader practice leadership. Prior construction tax experience is helpful, but not required. Experience serving closely held businesses, S corporations, partnerships, manufacturing, real estate, or other complex tax clients may translate well.

As a Senior Tax Manager at Aldrich, you will work closely with clients, partners, and team members to deliver tax compliance, planning, consulting, and relationship management services.

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

Leadership Opportunity: Construction Practice 

This role is well suited for someone who can quickly build trust with partners and clients, communicate technical tax concepts clearly, and help shape the future of a growing niche practice.

The ideal candidate is local to the Lake Oswego/Portland metro area and able to maintain visibility with clients and team members in the Lake Oswego and Salem markets through Aldrich’s hybrid work model.

Requirements

  • 8+ years of recent public accounting experience with a primary focus on tax
  • Experience managing complex client relationships and reviewing tax work
  • Strong client service mindset and ability to build trust with clients and partners
  • Ability to supervise, mentor, and develop others
  • Strong leadership presence and comfort serving as a key point of contact for clients and internal teams
  • Excellent research, writing, and communication skills
  • Successful completion of the CPA exam, licensed CPA, JD, or EA

You’ll Get a Chance To 

  • Lead and manage complex tax client relationships
  • Serve as a tax advisor to closely held businesses, owners, and leadership teams
  • Coordinate and plan service delivery to clients, including review meetings
  • Provide proactive tax planning, consulting, and compliance support
  • Analyze client financial information, assess needs, and recommend strategies
  • Communicate technical tax concepts clearly to clients and internal teams
  • Develop, mentor, and teach staff, seniors, and managers
  • Manage engagement risk and financial performance, including billings, collections, and project budgets
  • Participate in new client prospecting, presentations, and closing meetings
  • Collaborate with partners and leadership to support continued growth in the construction practice

How We’ll Reward You 

At Aldrich, we know a great client experience starts with an exceptional employee experience. We value our team members and offer a comprehensive benefits package designed to support your health, financial well-being, and overall quality of life. 

Comprehensive Health Benefits and Retirement Savings 

  • Medical, dental, and vision insurance 
  • Life and disability insurance 
  • Health savings account with an annual company contribution of $1,500 
  • Flexible spending accounts and dependent care benefits 
  • 401(k) plan with 1.5% match and 5% annual discretionary profit sharing 

Generous Time Off 

  • 5 weeks of vacation and sick leave combined into a Paid Time-Off bank 
  • 10 paid holidays, including two floating holidays 
  • 16 hours of volunteer time 
  • 6-week paid sabbatical every 7 years 
  • 6 weeks of paid parental leave 

This information is provided in compliance with applicable state equal pay and pay equity legislation. It is the company’s good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich also ensures internal equity in all pay decisions. The current estimated salary range for this position is $180,000 - $215,000

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational goals. 

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 

Licensed CPA, Enrolled Agent, JD, or successful completion of the CPA exam is required.


This is not a remote position, but hybrid work options are available. Candidates should be local to the Lake Oswego/Portland metro area and able to maintain visibility with clients and team members in the Lake Oswego and Salem markets. Candidates must be legally authorized to work in the United States without the need for employer sponsorship. 

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. 

We exist to improve the lives of our people, our clients, and our communities. Aldrich is committed to supporting employees’ growth, creating opportunities to develop the whole person, and helping team members make an impact through their work and community involvement. 

Aldrich is an equal opportunity employer. 

To Apply 

Submit your resume. A brief cover letter is optional and appreciated. 

We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes. 

Skills Required

  • 8+ years of recent public accounting experience with a primary focus on tax
  • Experience managing complex client relationships and reviewing tax work
  • Strong client service mindset and ability to build trust with clients and partners
  • Ability to supervise, mentor, and develop others
  • Strong leadership presence and comfort serving as a key point of contact for clients and internal teams
  • Excellent research, writing, and communication skills
  • Successful completion of the CPA exam, licensed CPA, JD, or EA
  • Local to the Lake Oswego/Portland metro area and able to maintain visibility with clients and team members in Lake Oswego and Salem markets (hybrid work)
  • Legally authorized to work in the United States without employer sponsorship
  • Prior construction tax experience (helpful, not required)
  • Experience serving closely held businesses, S corporations, partnerships, manufacturing, real estate, or other complex tax clients
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The Company
30 Employees
Year Founded: 1936

What We Do

Aldrich Company has been designing, engineering, and manufacturing boilers and water heaters since 1936. They serve the global market as a premier manufacturer of hot water and low-pressure steam firetube boilers, as well as water heaters for the commercial heating/process steam and industrial markets. Their products are constructed, hydrotested, and stamped to the ASME Boiler and Pressure Vessel Code.

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