Tax Manager, Private Wealth

Description

Are you a tax professional with a passion for providing sophisticated financial planning and advisory services to high net worth, ultra-high net worth, and family office clients? If so, we have an exciting opportunity for you to join our team as a Tax Manager. In this role, you will play a pivotal role in helping our clients optimize their financial strategies, serving as a trusted business advisor, and providing expert consulting services that will shape their financial success.

Professionals in our Private Wealth Tax team work together with tax professionals and financial advisors through our affiliation with Aldrich Wealth, with varying disciplines, to serve clients in diverse sectors. Successful candidates will have a desire to interact and manage client relationships, enjoy working as part of a team, and have a desire for future growth. This position offers an exciting opportunity to apply your tax expertise, guide clients through complex tax matters, and ultimately contribute to their financial success.

Requirements

You'll Get a Chance To

• Work directly with clients on new initiatives and manage follow through with team members and clients
• Analyze client financial information, assess needs, and determine advanced strategies necessary to meet clients' objectives
• Manage and further leverage established network with referral professionals
• Develop relationships with clients and demonstrate capacity to earn client’s respect and trust, managing all aspects of the client relationship, providing opportunities to increase new services for existing clients and attract new business to the firm
• Perform technical tax reviews and governmental tax examinations of any complexity
• Develop and mentor Seniors and Staff through training and effective performance feedback
• Manage risk and financial performance of engagements including billing, collections and project budgets
• Coordinate proactively with Aldrich Wealth relationship managers throughout the year regarding tax needs and new service opportunities for client meetings
• Ownership of service plan delivery to clients, including conducting review meetings

What You Bring to the Team

• 4+ years recent experience in public accounting with a primary focus on high net worth individual tax planning, preparation and review
• Ability to supervise others
• Licensed CPA, EA , or JD
• Licensed Certified Financial Planner with estate planning skills a bonus
• Excellent verbal and writing skills
• Willingness to take "ownership" of the client
• Ability to build and retain client relationships

How We'll Reward You

At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes:

• 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
• You may also be eligible to participate in a discretionary incentive compensation program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals.

This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company’s good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the full-time position is $125,000-$150,000 annual salary. 

For a full summary of our benefit offerings, check out Life at Aldrich at https://aldrichadvisors.com/careers/life-at-aldrich/.

Why Aldrich

Aldrich is a growth-minded west coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values driven firm committed to accountability, agility, collaboration, and respect.

Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients and our communities.

Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals’ pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer.

Check out more about Aldrich at https://aldrichadvisors.com/.

What You Should Know

This is a full time position. Hybrid workplace options are available. It is critical for this role to be based in the San Diego area for in-person client meetings based on business need.

Candidates interested in applying for this opportunity must be geographically based in or near San Diego or Carlsbad, CA and must be legally authorized to work in the United States without the need for employer sponsorship. 

To Apply

Submit a resume. A brief cover letter is option and appreciated.

 We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes.