Aldrich · 3 weeks ago
Tax Preparer
Lake Oswego, OR
Full-time
Hybrid
Entry, Mid Level
$35/hr - $50/hr
2+ years expAldrich CPAs + Advisors is a growth-minded West Coast regional professional services firm, and they are seeking dedicated and detail-driven tax professionals to support their team during the busy tax season. The role involves preparing individual tax returns for high net worth clients, ensuring accurate filings, and maintaining confidentiality of client information.
AccountingAdviceEmployee BenefitsFinanceFinancial ServicesRetirement
No H1B
Responsibilities
Prepare individual returns for high net worth clients
Review prior returns and client documents to determine the correct forms and approach
Identify and apply relevant deductions, exemptions, and credits
Calculate taxes owed and ensure timely, accurate filings
Maintain confidentiality and secure handling of all client financial information
Support clients with questions and identify discrepancies or potential errors
Work independently and react well under pressure during peak season
Qualification
Required
2+ years of tax preparation experience
Strong understanding of federal and state tax codes
Ability to work accurately and efficiently with minimal supervision
Exceptional attention to detail and organizational skills
Professionalism, discretion, and reliability
Commitment to a seasonal schedule (January–April, September-October) with flexibility around part-time or full-time (30+ hours/week)
Preferred
High-net-worth and complex 1040s
Gift/trust returns
Company
Aldrich
Aldrich offers accounting, auditing, assurance, business advisory, retirement planning, employee benefits, tax & wealth management services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Steve Tatone
CEO
Jace Paine
CFO - Outsourced Accounting Services
Recent News
Portland Business Journal
2025-02-26
Company data provided by crunchbase