Tax Manager

About the role

Aldrich CPAs and Advisors is seeking experienced Tax Managers to join our dynamic team. Ideal candidates will have 6+ years of recent public accounting experience, with a focus on tax, and possess strong supervisory and client relationship management skills.

Responsibilities

• Coordinates and plans service delivery to clients, including conducting review meetings
• Participates in the creation and development of processes and infrastructure designed to service clients
• Analyzes client financial information, assesses needs, and determines advanced strategies necessary to meet clients' objectives
• Manages all aspects of the client relationship
• Led new client prospecting, designs presentations, and leads closing meetings
• Develops and mentors staff and seniors through training and effective performance feedback - ensuring responsibilities are consistent with skills and development goals
• Manages risk and financial performance of engagements including billings, collections, and project budgets

Requirements

• You'll Get a Chance To:
• Coordinate and plans service delivery to clients, including conducting review meetings
• Participates in the creation and development of processes and infrastructure designed to service clients
• Analyze client financial information, assesses needs, and determines advanced strategies necessary to meet clients' objectives
• Manage all aspects of the client relationship
• Lead new client prospecting, designs presentations, and leads closing meetings
• 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 billings, collections, and project budgets

What You Bring To The Team

• 6+ years recent experience in public accounting with a primary focus on tax
• Ability to supervise others
• Excellent research and writing skills
• Successful completion of the CPA exam, licensed CPA, JD, or EA

Benefits

• Comprehensive Health Benefits and Retirement Savings
• Life and disability insurance
• Health savings (annual contribution of $1,500), flexible spending accounts, and dependent care benefits
• 401(k) plan with 1.5% match and 5% annual discretionary profit sharing
• Generous Time Off
• 10 Paid Holidays, including two Floating Holidays
• 16 Hours of Volunteer Time
• 6 week Paid Sabbaticals every 7 years
• 6 weeks of Paid Parental Leave

Pay

The current estimated salary range for this position is $125,000 - $165,000. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals.

Schedule

This is not a remote position, but hybrid work options are available and candidates must be legally authorized to work in the United States without the need for employer sponsorship.