Tax Senior Manager (Hybrid)

You'll Get a Chance To

• 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.

What You Bring to the Team

• 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

How We'll Reward You

• Comprehensive Health Benefits and Retirement Savings:
• 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
• 5% annual contribution to a Cash Balance Plan
• 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
• Reasonable Estimate of Compensation Range: $155,000 - $180,000
• Discretionary Incentive Compensation Program

To Apply

Submit your resume. A brief cover letter is optional and appreciated. Candidates must be legally authorized to work in the United States without the need for employer sponsorship.

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.

Check out more about Aldrich at

https://aldrichadvisors.com/.