Tax Manager for High Net Worth Individuals
6 days ago
We are seeking a senior tax professional to join our private wealth team as a Tax Manager. This role will involve providing sophisticated financial planning and advisory services to high net worth, ultra-high net worth, and family office clients.
Responsibilities:
- Directly engage with clients to ensure seamless follow-through on new initiatives
- Analyze client financial data to identify needs and develop advanced tax strategies
- Build and maintain strong client relationships, managing all aspects of the client experience
- Oversee technical tax reviews, handling complex matters and ensuring compliance with tax regulations
- Develop and mentor senior associates and staff, providing targeted training and performance feedback
- Manage the financial performance of engagements, including billing, collections, and project budgets
Requirements:
- 4+ years of recent experience in public accounting with a focus on high net worth individual tax planning
- Ability to supervise others and build strong client relationships
- Licensed CPA, EA, or JD
- Willingness to take ownership of client relationships and manage all aspects of the client experience
Benefits:
- Comprehensive health benefits and retirement savings
- Generous time off, including 6 weeks of paid sabbatical every 7 years
- 10 paid holidays and 16 hours of volunteer time
As a Tax Manager at Aldrich, you will have the opportunity to work with a talented team of professionals and make a meaningful impact on the lives of our clients. If you are a motivated and experienced tax professional looking for a new challenge, we encourage you to apply.
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