Trust & Estate Tax Manager

🕒 Julho 17

🐻 Alaska, Arizona, +13 estados a mais – Remoto

🐻 Alaska – Remote 🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🥔 Idaho – Remote 🌾 Iowa – Remote 🌪️ Kansas – Remote 🦬 Montana – Remote 🎰 Nevada – Remote 🌲 North Carolina – Remote 🌲 Oregon – Remote 🌴 South Carolina – Remote 🤠 Texas – Remote ⛷️ Utah – Remote ☕ Washington – Remote

💵 $135.000 - $175.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💰 Tributário

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Aldrich

SiteLinkedInTodas as Vagas

201 - 500 funcionários

💸 Finanças

💼 Consultoria

Finance • Consulting

O Grupo Aldrich de Empresas fornece estratégias e serviços financeiros, de patrimônio, tributários e de transição empresarial para clientes. Com escritórios em toda a Costa Oeste dos EUA, a Aldrich tem trabalhado de perto com empresas, proprietários de negócios e indivíduos há mais de 50 anos, para compreender e ajudar a alcançar seus objetivos de crescimento. A Aldrich inclui uma das 100 maiores empresas de contabilidade dos EUA, que oferece serviços de consultoria tributária, assessoria e consultoria para empresas e indivíduos, com ampla expertise em uma variedade de indústrias. A Aldrich engloba as seguintes empresas de serviços profissionais: Aldrich CPAs + Advisors LLP, Aldrich Wealth LP e Aldrich Capital LP.

Descrição

• Support complex trust, estate, gift, and high-net-worth individual tax work • Focus on review, planning, research, and client service • Work closely with clients, partners, and team members to deliver tax compliance, planning, consulting, and relationship management services • Serve as a technical resource for assigned client relationships with partner oversight and support • Review complex returns, research technical tax matters, support planning opportunities, and provide clear guidance to clients and internal teams

🎯 Requisitos

• 5+ years of recent public accounting experience with a trust and estate tax focus • Experience with trust, estate, and gift tax matters • Ability to review high-net-worth individual tax returns • Excellent research, writing, and communication skills • Ability to build and retain client relationships • Ability to supervise, mentor, and develop others • Licensed CPA or JD required

🏖️ Benefícios

• 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