Tax Manager, High Net Worth Individuals (Hybrid)

Job Description

Job Description

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

• Directly engage with clients on new initiatives, ensuring seamless follow-through by coordinating efforts with both internal teams and clients to implement strategies effectively.
• Analyze client financial data, identifying needs and developing advanced tax strategies that align with client objectives and optimize their financial outcomes.
• Build and maintain strong client relationships, demonstrating the ability to manage all aspects of the client experience, earning trust and respect while identifying opportunities to expand service offerings and attract new clients to the firm.
• Oversee technical tax reviews, handling complex matters and ensuring compliance with tax regulations and standards for high net worth individuals.
• Develop and mentor Senior Associates and Staff, providing targeted training, effective performance feedback, and guidance to support professional development and career growth.
• Manage the financial performance of engagements, including overseeing billing, collections, and project budgets to ensure profitability and minimize risk across all projects.
• Collaborate proactively with Aldrich Wealth relationship managers throughout the year, identifying tax needs and exploring new service opportunities for comprehensive client 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, complex preparation, and review
• Ability to supervise others
• Licensed CPA, EA , or JD
• Licensed Certified Financial Planner with estate planning skills a bonus
• 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. We value our employees and offer a comprehensive benefits package designed to support your health, financial well-being, and overall quality of life.

Here's what you can expect :

Comprehensive Health Benefits and Retirement Savings :

• Medical, dental, and vision insurance
• Life and disability insurance
• Annual contribution of $1,500 to a Health Savings, flexible spending accounts, and dependent care benefits
• 401(k) plan with 1.5% match and 5% annual discretionary profit sharing

Generous Time Off :

• 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

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 compensations 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 is $125,000 - $155,000.

This position is eligible to participate in an incentive compensation plan, subject to the rules governing the plan, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals.

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

To Apply

Submit your resume. A brief cover letter is optional and appreciated.

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 / .