Trust & Estate Tax Manager

🕒 July 17

🐻 Alaska, Arizona, +13 more states – Remote

🐻 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

💵 $135k - $175k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Tax

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Aldrich

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

💼 Consulting

Finance • Consulting

Aldrich is a comprehensive financial services firm that provides a range of strategies and services including strategic consulting, tax planning, audit services, accounting and bookkeeping, business valuation, and financial due diligence. With over 50 years of experience, Aldrich has been dedicated to assisting businesses, business owners, and individuals in achieving their growth goals, with a strong presence across the West Coast of the U. S. The firm includes notable entities such as Aldrich CPAs + Advisors LLP, Aldrich Wealth LP, and Aldrich Capital LP, and is recognized as one of the U. S. ’s Top 100 Accounting Firms.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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