Remote Trusts & Estates Tax Manager

Aldrich; United States; Remote; USD 135,000 - 175,000; Full time

Benefits offered by this job

Health Insurance Benefits

401(k) plan with 1.5% match

5 weeks of vacation

10 Paid Holidays

16 Hours of Volunteer Time

Paid Sabbaticals

Paid Parental Leave

Job summary

Aldrich is seeking a Trusts and Estates Tax Manager to join its growing tax team. This full-time position can be based in local offices or fully remote in several states. The role includes reviewing complex tax returns, providing technical assistance, and consulting on Trust, Estate, and Gift tax issues.

The ideal candidate should have over 5 years of experience, strong research skills, and must possess a CPA or JD. Aldrich offers generous health benefits, a 401(k) plan with profit sharing, extensive time off, and more.

Qualifications

• 5+ years of recent experience in public accounting with a Trust and Estate tax focus.
• Licensed CPA or JD required.
• Ability to build and retain client relationships.

Responsibilities

• Perform detail tax review of all Trust, Estate and Gift tax returns.
• Work directly with clients on follow-up items from meetings.
• Delegate and manage Trust, Estate and Gift tax research projects.
• Perform tax preparation for complex Trust, Estate and Gift tax returns.
• Develop and mentor staff and seniors through training.
• Manage risk and financial performance of engagements.

Skills

Research and writing skills

Client relationship management

Tax planning and compliance

Education

Licensed CPA or JD

Job description

Aldrich is seeking a Trusts and Estates Tax Manager to join its growing tax team. This full-time position can be based in local offices or fully remote in several states. The role includes reviewing complex tax returns, providing technical assistance, and consulting on Trust, Estate, and Gift tax issues.

The ideal candidate should have over 5 years of experience, strong research skills, and must possess a CPA or JD. Aldrich offers generous health benefits, a 401(k) plan with profit sharing, extensive time off, and more.