Aldrich · 1 month ago
Experienced Tax Associate
San Diego,CA,US
Full-time
Onsite
Entry Level
$72K/yr - $80K/yr
1+ years expAldrich is a growth-minded West Coast regional professional services firm committed to improving the lives of its people and clients. They are seeking an Experienced Tax Associate to join their collaborative team, where the individual will support high net worth clients with tax planning, preparation, and compliance while developing their professional skills and relationships.
AccountingAdviceEmployee BenefitsFinanceFinancial ServicesRetirement
Responsibilities
Prepare complex individual and high-net-worth tax returns and preparations (1040s)
Research technical tax matters and prepare written communications
Support tax planning projects and develop strategies for clients
Analyze financial records and transactions to determine tax liability
Assist with managing client expectations and deadlines
Build meaningful client relationships and work as part of a collaborative team
Communicate tax matters to senior associates and managers
Continuously learn through trainings, mentorship, and on-the-job experience
Qualification
Required
Bachelor's degree in Accounting or related field from an accredited college/university
1+ year of recent public accounting experience focused on tax
Working toward CPA licensure (or already licensed)
Strong attention to detail, communication, and organizational skills
Ability to work independently and collaboratively in a fast-paced environment
Proficiency in Microsoft Office and tax preparation software preferred
Ability to sit for the CPA exam if not already licensed
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 5% discretionary profit sharing
Time Off: 5 weeks of vacation and sick leave in the form of a Paid Time-Off bank, 10 Paid Holidays including two floating holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave
Company
Aldrich
Aldrich offers accounting, auditing, assurance, business advisory, retirement planning, employee benefits, tax & wealth management services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Steve Tatone
CEO
Jace Paine
CFO - Outsourced Accounting Services
Recent News
Portland Business Journal
2025-02-26
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