Remote Trust & Estate Tax Manager (HNW)

Aldrich; Fully; On-site; CHF 109,382 - 141,792; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid time off

Sabbatical

Parental leave

Discretionary incentive program

Job summary

Aldrich CPAs and Advisors is seeking a Trust & Estate Tax Manager to join our growing tax team. You will support complex trust, estate, gift, and high‑net‑worth individual tax work, focusing on review, planning, research, and client service.

The ideal candidate has gift and estate tax experience, strong research and writing skills, and the ability to supervise and mentor staff while delivering clear guidance to clients and internal teams.

Qualifications

• 5+ years of public accounting experience with a trust and estate tax focus.
• Experience with trust, estate, and gift tax matters.
• Ability to review high-net-worth individual tax returns.
• Excellent research, writing, and communication skills.
• Ability to supervise, mentor, and develop others.
• Licensed CPA or JD required.

Responsibilities

• Review complex trust, estate, gift, and high‑net‑worth individual tax returns.
• Provide advanced technical assistance, tax planning, and research on complex tax matters.
• Work directly with clients on follow‑up items, planning opportunities, and ongoing needs.
• Manage research projects to deliver accurate and efficient work products.
• Prepare complex trust, estate, and gift tax returns as needed.
• Serve as a trusted tax resource for assigned client relationships.
• Develop and mentor staff and seniors through training and performance feedback.
• Manage the risk and financial performance of engagements, including billings and budgets.
• Collaborate with partners and team members to support growth in the practice.

Skills

Trust & estate tax experience

Public accounting experience

Research and writing

Client relationship management

Mentoring staff

Communication skills

Education

CPA license

JD

Job description

Aldrich CPAs and Advisors is seeking a Trust & Estate Tax Manager to join our growing tax team. You will support complex trust, estate, gift, and high‑net‑worth individual tax work, focusing on review, planning, research, and client service.

The ideal candidate has gift and estate tax experience, strong research and writing skills, and the ability to supervise and mentor staff while delivering clear guidance to clients and internal teams.