Current Openings

We understand how important audited financial statements are to businesses. We are looking for an energetic and innovative experienced Audit Associate to join our team.  You will work on a variety of audits, reviews, and compilations from planning to completion.

Candidates that fit into our firm and culture will have a desire to develop and mentor staff, enjoy working as part of a team and have a passion for auditing. This individual will have a desire to develop their skills in various areas of audit and provide timely and high-quality services and work products that exceed client expectations.

Aldrich Wealth LP is a fee-based Registered Investment Advisory firm that provides a comprehensive and customized menu of financial services to individuals, businesses and trusts. We integrate these services so that our clients can grow and preserve their personal and business wealth. Our “big picture” approach, with high-touch service, weaves together financial planning, wealth building, wealth preservation and life goals.

We are looking for an experienced tax associate interested in growing their career. This position will assist in the preparation of tax returns and provide client service and relationship management.

We are looking for a full charge bookkeeper to work with clients and staff in preparing work papers, trial balances, and depreciation schedules. The ideal candidate will be an individual committed to learning, have worked with multiple clients at once and will enjoy working independently and as part of a team. This position is responsible for the preparation of payroll tax compliance reporting, sales tax reporting, and maintenance of general ledgers for clients utilizing a wide variety of computer and technology applications.

We are searching for an IT Specialist to provide assistant to our employees in a friendly and professional manner. Can you speak the language on a wide range of technology issues, topics, and more importantly, translate that language into helping troubleshoot and resolve issues? Interested in being a part of transitioning and implementing Office 365?

We are looking for an experienced pension administrator interested in growing their career as we grow our retirement plan business. The pension administrator is responsible for compliance and technical consulting services for defined contribution plans.

We are seeking seasonal tax preparers to work in both our Portland and San Diego office during busy season (January – April) on a recurring basis. This position is ideal for the individual with experience in preparing a variety of tax returns, both business and individual, and light to moderate review.

Minimum of 24 hours per week, but 40 hours per week preferred with flexible scheduling and the ability to work offsite after the initial training process.  

We are looking for an energetic and innovative Audit Senior to join our team. You will act as the in-charge on a variety of audits, reviews, and compilations from planning to completion. Your role will include a significant amount of client contact and provides the opportunity to develop new business.

Candidates that fit into our firm and culture will have a desire to develop and mentor staff, enjoy working as part of a team and have a passion for auditing. This individual will have a desire to develop their skills in various areas of audit and provide timely and high-quality services and work products that exceed client expectations.

We are looking for a senior tax associate interested in growing their career. This position will assist in preparation and review of tax returns, provide client service and relationship management, assist with M&As as well as provide business consulting.

Candidates that fit Aldrich and our culture will have a desire to interact and manage client relationships, enjoy working as part of a team, and have a desire for future growth.

Our California offices are home to a group of wealth advisors working closely with high net worth families and business owners on strategies that will help them manage their wealth and reach financial independence.

As a senior wealth manager, you will work with a team serving a variety of clients. You will have an opportunity to use both wealth management and analytical skills. We are looking for people with an entrepreneurial spirit and a desire to grow both professionally and personally. Very little of the work is routine so there is ample opportunity for innovation and problem-solving. If you have a passion for finance and service leadership, we want to meet you.

We are looking for a tax manager who will provide complex tax review, planning and compliance services to act as a trusted advisor to our high net worth clients.

Candidates who fit this role will have a desire to work in the registered investment advisors (RIA) environment and have an understanding or willingness to learn about financial planning and investments. You will have the opportunity to use both financial planning and analytical skills. We are looking for people with an entrepreneurial spirit and a desire to growth both professionally and personally. If you have a passion for tax and servant leadership, we want to meet you.

We are looking for a tax manager who will provide complex tax review, planning and compliance services to act as a trusted advisor to a variety of clients.

At Aldrich, we serve clients as part of a team, each representing a unique area of expertise. This role will serve as the tax expert and coordinate all aspects of the tax relationship. This position is client facing, so the perfect candidate will have excellent communication skills, enjoy interacting and building client relationships and provide timely and high-quality deliverables that exceed client expectations.