Trust & Estate Tax Manager

🕒 2 days ago

🐻 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

The Aldrich Group of Companies provides financial, wealth, tax, and business transition strategies and services to clients. With offices across the West Coast of the U.S., Aldrich has worked closely with businesses, business owners, and individuals for more than 50 years to understand and help deliver on their growth goals. Aldrich includes one of the U.S.’s Top 100 Accounting Firms, which provides tax, advisory, and consulting services to businesses and individuals, with deep expertise across an array of industries. Aldrich includes the following professional services firms: Aldrich CPAs + Advisors LLP, Aldrich Wealth LP, and Aldrich Capital LP.

📋 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