Tax Manager, Trusts & Estates

Aldrich CPAs and Advisors is looking for a Trusts and Estates Tax Manager to be part of growing tax team. This position reviews complex tax returns, as well as provides advanced technical assistance, tax planning, and research on complex Trust, Estate and Gift tax issues.

This is a full-time position and can be located in one of our local offices and/or work remotely in the following states: AZ, CA, CO, IA, ID, KS, MT, NC, NV, OR, SC, TX, UT, or WA 

At Aldrich, we serve clients as part of a team, each representing a unique area of expertise. The Trusts and Estates Tax Manager 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 https://aldrichadvisors.com/.

You'll Get a Chance To

• Performs detail tax review of all Trust, Estate and Gift tax returns and governmental tax examinations of any complexity
• Works directly with clients on follow-up items from meeting or initiates follow through on new initiatives with clients
• Delegates and manages Trust, Estate and Gift tax research projects to achieve an accurate and efficient product
• Performs tax preparation for more complex Trust, Estate and Gift tax returns
• Develops and mentors staff and seniors through training and effective performance feedback - ensuring responsibilities are consistent with skills and development goals
• Manages risk and financial performance of engagements including billings, collections and project budgets

What You Bring to the Team

• 5+ years recent experience in public accounting with a Trust and Estate tax focus
• Excellent research and writing skills
• Licensed CPA or JD required
• 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 discretionary 5% 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

This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in 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 compensations decisions are dependent on 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 makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range is $130,000 - $155,000.

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 and can be located in one of our local offices and/or work remotely in the following states: AZ, CA, CO, IA, ID, KS, MT, NC, NV, OR, SC, TX, UT, or WA 

To Apply

Submit your resume and a brief cover letter.

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