About Us
Aldrich CPAs and Advisors is a growing tax team seeking a Trusts and Estates Tax Manager to join our organization.
Job Summary
We are looking for a skilled professional with 5+ years of experience in public accounting, specializing in Trust and Estate tax. The ideal candidate will provide advanced technical assistance, tax planning, and research on complex Trust, Estate, and Gift tax issues.
Key Responsibilities
* Perform detailed tax review of all Trust, Estate, and Gift tax returns and governmental tax examinations of any complexity.
* Work directly with clients on follow-up items from meetings or initiate follow-through on new initiatives with clients.
* Delegate and manage Trust, Estate, and Gift tax research projects to achieve an accurate and efficient product.
* Prepare tax returns for more complex Trust, Estate, and Gift tax returns.
* Develop and mentor staff and seniors through training and effective performance feedback - ensuring responsibilities are consistent with skills and development goals.
* Manage 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.
Compensation
A reasonable estimate of the current range is $130,000 - $155,000 per year.