Trust & Estate Tax Manager
Aldrich · United States
- Hybrid
- Full-time
- $140,000 / year
- United States
Job highlights
- Manage complex trust and estate tax engagements.
- Provide advanced tax planning and research.
- Build and maintain strong client relationships.
- Mentor and develop junior tax staff.
- Ensure accurate and efficient tax deliverables.
About the role
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
Skills & topics
- Trust and Estate Tax Manager
- Tax Manager
- CPA
- JD
- Public Accounting
- Tax Planning
- Tax Research
- Gift Tax
- Estate Tax
- Tax Review
- Client Relationship Management
- Aldrich
- Remote
- Full-time
How to get hired
- Tailor your resume: Highlight your 5+ years of Trust and Estate tax experience and CPA/JD credentials.
- Showcase client relationship skills: Emphasize your ability to build and retain client relationships in your application.
- Demonstrate technical expertise: Detail your experience with complex tax reviews, planning, and research.
- Research Aldrich's values: Align your application with Aldrich's focus on collaboration, respect, and community.
Technical preparation
Behavioral questions
Frequently asked questions
- What is the experience required for the Trust and Estate Tax Manager role at Aldrich?
- Aldrich requires at least 5 years of recent experience in public accounting with a specific focus on Trust and Estate tax. This experience is crucial for handling the complex tax matters involved in this position.
- Is a CPA or JD necessary to apply for the Trust and Estate Tax Manager position?
- Yes, a CPA license or a JD is a mandatory requirement for the Trust and Estate Tax Manager role at Aldrich, reflecting the technical expertise needed for the position.
- Can I work remotely as a Trust and Estate Tax Manager at Aldrich?
- Yes, Aldrich offers a fully remote work option for the Trust and Estate Tax Manager position in several specified states, including AZ, CA, CO, IA, ID, KS, MT, NC, NV, OR, SC, TX, UT, AK, or WA.
- What kind of client interaction is expected for the Trust and Estate Tax Manager?
- This is a client-facing role. You will be expected to engage directly with clients, manage relationships, provide consulting services, and ensure high-quality deliverables that meet or exceed client expectations.
- What are the growth and development opportunities at Aldrich for a Trust and Estate Tax Manager?
- Aldrich is committed to developing its people. As a Trust and Estate Tax Manager, you will have opportunities to mentor staff, develop your own expertise, and grow within a values-driven firm.
- What is the salary range for the Trust and Estate Tax Manager position at Aldrich?
- The estimated annual salary range for the Trust and Estate Tax Manager position at Aldrich is between $125,000 and $155,000. Actual compensation may vary based on experience, skills, and location.
- Does Aldrich offer benefits for a Trust and Estate Tax Manager?
- Yes, Aldrich offers a comprehensive benefits package including health insurance (medical, dental, vision), retirement savings (401(k) with match), generous time off (5 weeks vacation/sick), paid holidays, volunteer time, paid sabbaticals, and paid parental leave.