Tax Manager, Credits and Incentives - Lake Oswego, United States - Aldrich

Description

Job Description

Aldrich CPAs and Advisors is looking for a Tax Manager, Credits and Incentives to be part of growing tax team. This position reviews complex qualified expense data, tax returns, and provides advanced technical assistance, tax planning, and research on various tax credit and incentive tax issues.

At Aldrich, we serve clients as part of a team, each representing a unique area of expertise. The Tax Manager, Credits and Incentives provides client service, relationship management, and consulting services and serves as a tax expert. This position is client facing, so the ideal candidate has excellent communication skills, enjoys interacting and building client relationships, and provides timely and high-quality deliverables that exceed client expectations. If you want to work with people who care about their co-workers, clients, and communities; strive to achieve a 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

You'll Get a Chance To

• Perform detail tax review of all Credits and Incentives tax forms and governmental tax examinations of any complexity
• Work directly with clients on project analysis discussions, follow-up items from meetings, and/or initiate follow through on new initiatives with clients
• Delegate and manage tax research projects to achieve an accurate and efficient product
• Develop and mentor staff and seniors through training and effective performance feedback - ensuring responsibilities are consistent with skills and development goals
• Manage risk and financial performance of engagements including billing, collection and project budget

What You Bring to the Team

• 5+ years recent experience in public accounting with a primary focus on tax credits and incentives
• Excellent research and writing skills
• Successful completion of the CPA exam, CPA, EA, or JD
• Ability to build and retain client relationships

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

What You Should Know

This is not a remote position, but hybrid work options are available.

To Apply

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