Trust and Estate Tax Manager

Trust and Estate Tax Manager

Aldrich CPAs and Advisors is seeking a Trusts and Estates Tax Manager to join our growing tax team. This role involves reviewing complex tax returns, providing advanced technical assistance, and conducting tax planning and research on intricate Trust, Estate, and Gift tax matters.

About the Role

This is a full-time position. The role is client-facing, requiring excellent communication and client relationship-building skills. You will serve as a tax expert, providing consulting services and ensuring timely, high-quality deliverables that exceed client expectations. Aldrich fosters a collaborative environment where employees are valued, and a balance between work and life is encouraged, along with community involvement.

Why Aldrich?

Aldrich is a growth-minded, regional professional services firm with an innovative and entrepreneurial spirit. We are a values-driven organization committed to accountability, agility, collaboration, and respect. Our leadership philosophy is rooted in our mission, vision, and values, focused on improving the lives of our people, clients, and communities. We prioritize our people, offering opportunities for holistic development and encouraging authenticity. We support ambitious career and life goals, empowering our employees to make an impact.

Requirements

• 5+ years of recent experience in public accounting with a Trust and Estate tax focus.
• Excellent research and writing skills.
• Licensed CPA or JD required.
• Proven ability to build and retain client relationships.

Key Responsibilities

• Perform detailed tax reviews of all Trust, Estate, and Gift tax returns and handle governmental tax examinations of any complexity.
• Engage directly with clients for follow-up items or to initiate new client projects.
• Delegate and manage Trust, Estate, and Gift tax research projects to ensure accuracy and efficiency.
• Prepare tax returns for more complex Trust, Estate, and Gift tax cases.
• Develop and mentor staff and senior accountants through training and performance feedback.
• Manage engagement risk and financial performance, including billing, collections, and project budgets.

What We Offer

Aldrich provides a comprehensive benefits package designed to support our employees:

• Health Insurance: Medical, dental, vision, life, and disability insurance, plus Health Savings Accounts (HSA), Flexible Spending Accounts (FSA), and Dependent Care Accounts.
• Retirement Savings: 401(k) plan with a 1.5% match and a discretionary 5% profit sharing.
• Time Off: Generous PTO including 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. The compensation offered may vary based on factors such as experience, skills, education, location, and other job-related reasons. A reasonable estimate of the current salary range is $125,000 - $155,000 annually. You may also be eligible for a discretionary annual incentive program.

Key skills/competency

• Trust and Estate Tax
• Tax Manager
• CPA
• JD
• Tax Planning
• Tax Research
• Client Relationship Management
• Public Accounting
• Gift Tax
• Tax Review