Trust & Estate Tax Manager

🕒 March 24

🐻 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

💵 $125k - $155k / 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

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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