Senior Tax Manager, Private Wealth
Lake Oswego, OR
Senior Tax Manager, Private Wealth
The candidate will work directly with clients on new initiatives and manage follow through with team members and clients. Analyze client financial information, assess needs, and determine advanced strategies necessary to meet clients' objectives. Manage all aspects of relationship for high net worth clients. Manage and further leverage established network with referral professionals. Develop relationships with clients and demonstrate capacity to earn client’s respect and trust, providing opportunities to increase new services for existing clients and attract new business to the firm. Perform technical tax reviews, approve tax returns, and governmental tax examinations of any complexity. Develop and mentor Managers, Seniors and 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 proactively with Aldrich Wealth relationship managers throughout the year regarding tax needs and new service opportunities for client meetings. Ownership of service plan delivery to clients, including conducting review meetings. Must have 7 years recent experience in public accounting with a primary focus on high net worth individual tax planning and prep. Licensed CPA. Licensed Certified Financial Planner or JD a bonus. Excellent verbal and writing skills. Willingness to take "ownership" of the client. Ability to build and retain client relationships.
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