Openings >> Tax Manager
Tax Manager
Summary
Title:Tax Manager
ID:348
Service:Aldrich CPAs and Advisors
Location:Carlsbad, CA
Description

Position Information

Aldrich CPAs and Advisors is looking for a Tax Manager who will provide complex tax review, planning and compliance services to act as a trusted advisor to our high net worth clients. 

At Aldrich, we serve clients as part of a team, each representing a unique area of expertise. This role will serve as the tax expert and coordinate all aspects of the tax relationship. This position is client facing, so the perfect candidate will have excellent communication skills, enjoy interacting and building client relationships and provide timely and high-quality deliverables that exceed client expectations.

Candidates who fit this role will have a desire to work in the registered investment advisors (RIA) environment and have an understanding or willingness to learn about financial planning and investments.   You will have the opportunity to use both financial planning and analytical skills. We are looking for people with an entrepreneurial spirit and a desire to growth both professionally and personally. If you have a passion for tax and servant leadership, we want to meet you.

Primary Responsibilities

  • Coordinate and plan service delivery to clients, including conducting review meetings
  • Participate in the creation and development of processes and infrastructure designed to service clients
  • Work directly with clients on follow-up items from meeting or initiate follow through on new initiatives with clients
  • Analyze client financial information, assess needs, and determine advanced strategies necessary to meet clients' objectives
  • Manage all aspects of relationship for high net worth clients
  • Manage and further leverage established network with current referral professionals
  • Lead new client prospecting, design presentations and lead closing meetings
  • Perform technical tax reviews, approval tax returns, and governmental tax examinations of any complexity
  • 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 billing, collections and project budgets

Qualifications

  • 5-7 years recent experience in public accounting with a primary focus on tax
  • Ability to supervise others
  • Excellent research and writing skills
  • Bachelor’s degree in Accounting, Finance or other related field from an accredited college/university
  • Licensed CPA
  • Willingness to take "ownership" of the client
  • Ability to build and retain client relationships

General Information

The Aldrich Group of Companies includes a Top 100 Accounting Firm nationally providing tax, advisory and consulting services. Working closely with business owners and individuals, The Aldrich Group manages their financial, wealth and tax planning strategies.  We serve clients with deep industry expertise in construction, manufacturing, real estate, healthcare, nonprofit, telecommunications, utilities, professional services, food processing, agribusiness as well as a variety of privately held companies and individual clients. The Aldrich Group includes the following professional services firms: Aldrich CPAs + Advisors LLP, Aldrich Wealth LP, Aldrich Retirement Solutions LP, Aldrich Benefits LP (dba Aldrich Insurance Solutions LP in California) and Aldrich Business Transitions LP.

Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values: "Helping Our Clients Achieve Their Goals." Quality service is the greatest product Aldrich offers. We take great pride in our integrity and ability to deliver on our commitments to clients.  Aldrich is an equal opportunity employer.

Salary and Benefits

Our employees enjoy a competitive compensation and benefits package, which includes medical, dental, vision, life, and disability insurance, flexible benefits plan, 401(k) plan including profit-sharing and match, paid holidays, paid volunteer time, paid parental leave, as well as vacation and sick leave in the form of a paid time-off bank.

To Apply

Submit your resume and a cover letter describing how you meet the minimum qualifications and desired attributes. 

This opening is closed and is no longer accepting applications
ApplicantStack powered by Swipeclock