Manager · Large regional
Aldrich · Remote
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Review and prepare complex trust, estate, gift, and high net worth individual tax returns and provide planning and client advice.
Worth knowing: Requires licensed CPA or JD
Aldrich CPAs and Advisors is looking for a Trust & Estate Tax Manager to join our growing tax team. This role will support complex trust, estate, gift, and high-net-worth individual tax work, with a focus on review, planning, research, and client service. This is a strong opportunity for someone who enjoys specialized tax work, values collaborative client service, and wants to help strengthen a growing trust and estate practice. The ideal candidate brings gift and estate tax experience, along with the ability to support high-net-worth individual tax review. As a Trust & Estate Tax Manager at Aldrich, you will work closely with clients, partners, and team members to deliver tax compliance, planning, consulting, and relationship management services. This role serves as a technical resource for assigned client relationships with partner oversight and support. This is a full-time position with remote or local office options, depending on candidate location. Check out more about Aldrich at https://aldrichadvisors.com/ . Practice Focus: Trust, Estate, Gift, and HNW Tax This role is a good fit for someone who can review complex returns, research technical tax matters, support planning opportunities, and provide clear guidance to clients and internal teams. You will join a collaborative team and help fill an important specialty need across trust and estate tax, gift tax, and high-net-worth individual work. 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 You’ll Get a Chance To Review complex trust, estate, gift, and high-net-worth individual tax returns Provide advanced technical assistance, tax planning, and research on complex tax matters Work directly with clients on follow-up items, planning opportunities, and ongoing needs Manage research projects to deliver accurate and efficient work products Prepare complex trust, estate, and gift tax returns as needed Serve as a trusted tax resource for assigned client relationships Develop and mentor staff and seniors through training and performance feedback Manage the risk and financial...
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