Tax Senior Associate

Aldrich

$90K — $105K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of public accounting experience focused on tax or business consulting
  • Experience preparing tax returns and client deliverables
  • Mentoring skills with a focus on reviewing work product
  • Strong research, writing, and communication skills
  • Bachelor's degree in Accounting, Finance, or related field
  • CPA license, JD, or EA preferred

Responsibilities

  • Prepare and review income tax returns, including multi-state returns
  • Assist in the review process for tax returns and client deliverables
  • Cultivate client relationships regarding tax matters
  • Support tax planning and consulting projects
  • Provide clear updates on project status and management
  • Leverage technology tools to enhance service delivery
  • Mentor associates and oversee their work as needed

Benefits

  • Comprehensive health benefits including medical, dental, and vision insurance
  • 401(k) with 1.5% match and 5% discretionary profit sharing
  • Five weeks of combined vacation and sick leave
  • Ten paid holidays plus two floating holidays
  • Six-week paid sabbatical every seven years
  • Six weeks of paid parental leave
  • Volunteer time off of 16 hours
Full Job Description
Job Type

Full-time

Description

Aldrich CPAs and Advisors is looking for a Tax Senior Associate to join our team. This role is a strong opportunity for someone who wants to continue building their public accounting career while gaining exposure to tax compliance, planning, and consulting work.

As a Tax Senior Associate at Aldrich, you will work closely with clients, managers, and partners to prepare and review tax returns, support client deliverables, and contribute to timely, high-quality service. This is a great fit for someone who enjoys technical tax work, building relationships, and growing within a collaborative team environment.

Requirements

  • 3+ years of recent public accounting experience with a primary focus on tax or business consulting
  • Experience preparing tax returns and supporting client deliverables
  • Ability to mentor others and review work product
  • Excellent research, writing, and communication skills
  • Bachelor's degree in Accounting, Finance, or another related field from an accredited college or university
  • Successful completion of the CPA exam, licensed CPA, JD, or EA preferred

You'll Get a Chance To
  • Prepare income tax returns, including consolidated and multi-state tax returns
  • Assist with tax return review and client deliverables
  • Develop relationships with client personnel responsible for tax matters
  • Support tax planning, consulting, and client service needs
  • Provide effective project management and communicate status updates clearly
  • Use current technology and tools to enhance deliverables
  • Build technical competence by staying up to date on tax trends, developments, and technical authorities
  • Mentor associates and review work product as appropriate

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.

Here's what you can expect:

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. A reasonable estimate of the current range is $90,000 - $105,000.

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

This is a full-time position with hybrid workplace options. Candidates should be able to work from the Lake Oswego office 3 days per week and must be legally authorized to work in the United States without the need for employer sponsorship.

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.

Salary Description

$95,000 - $105,000

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