Strategic Tax Leader
7 days ago
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.
Job OverviewWe are seeking a highly skilled Tax Senior Manager to join our team. This role will provide complex tax review, planning, and compliance services, and act as a trusted advisor to our clients.
Key Responsibilities- 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.
- 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
We offer a competitive compensation package, including an estimated salary range of $145,000 - $185,000 per year, based on experience and qualifications. Additionally, we provide a comprehensive benefits package designed to support your health, financial well-being, and overall quality of life.
- 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
- 3% annual contribution to a Cash Balance Plan
At Aldrich, we value our employees and strive to create a work environment that supports your growth and success. We offer generous time off, including 6 weeks of 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, and 6 weeks of Paid Parental Leave.
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