Tax Senior Manager (Hybrid) jobs in United States
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Aldrich ยท 6 hours ago

Tax Senior Manager (Hybrid)

Aldrich is a growth-minded west coast regional professional services firm with an innovative and entrepreneurial spirit. They are seeking a Senior Tax Manager to provide complex tax review, planning, and compliance services while acting as a trusted advisor to clients, ensuring high-quality deliverables and client satisfaction.

AccountingAdviceEmployee BenefitsFinanceFinancial ServicesRetirement
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Growth Opportunities
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Hiring Manager
Tara Nunn, SHRM-CP
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Responsibilities

Lead and facilitate client service delivery, conducting comprehensive review meetings and ensuring the highest standard of client engagement and satisfaction
Act as the primary client contact, addressing follow-up items and proactively initiating strategies to implement new initiatives tailored to meet evolving client needs
Conduct in-depth analysis of client financial data, identifying advanced tax planning opportunities and developing strategies that align with clients' long-term objectives
Oversee and nurture client relationships, acting as a trusted advisor by consistently delivering strategic insights and maintaining open lines of communication
Cultivate long-term relationships, demonstrating the ability to earn clients' trust and respect, creating opportunities to cross-sell services, and expanding business through referrals and new client acquisition
Manage engagement risk and financial performance, including overseeing project budgets, ensuring timely billing and collections, and maintaining profitability across client engagements

Qualification

Tax planningClient relationship managementCPAJD licensePublic accounting experienceCommunication skillsOwnership mentality

Required

8+ years recent tax experience in public accounting
Licensed CPA or JD
Excellent verbal and writing skills
Willingness to take 'ownership' of the client
Ability to build and retain client relationships

Benefits

Medical, dental, and vision insurance
Life and disability insurance
Annual Health savings contribution of $1,500, flexible spending accounts, and dependent care benefits
401(k) plan with 1.5% match and 5% annual discretionary profit sharing
3% annual contribution to a Cash Balance Plan
6 weeks Paid Sabbaticals every 7 years
5 weeks of vacation and sick leave combined into a Paid Time-Off bank
10 Paid Holidays, including two Floating Holidays
16 hours of Volunteer Time
6 weeks of Paid Parental Leave

Company

Aldrich

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Aldrich offers accounting, auditing, assurance, business advisory, retirement planning, employee benefits, tax & wealth management services.

Funding

Current Stage
Growth Stage

Leadership Team

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Steve Tatone
CEO
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Jace Paine
CFO - Outsourced Accounting Services
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Company data provided by crunchbase