Tax Manager

Aldrich CPAs and Advisors is looking for a Tax Manager interested in expanding the Aldrich brand in our new Brea office. This position provides complex tax review, planning, and compliance services and acts as a trusted advisor to our clients.

At Aldrich, we serve clients as part of a team, each representing a unique area of expertise. A Tax Manager provides client service, relationship management, and consulting services. This role serves as the tax expert and coordinates all aspects of the tax relationship. This position is client facing, so the ideal candidate has excellent communication skills, enjoys interacting and building client relationships, and provides timely and high-quality deliverables that exceed client expectations. If you want to work with people who care about their co-workers, clients and communities, strive to achieve a balance within the rigors of our seasonal business cycle, and understand the importance of giving back to the community, we want to meet you.

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.

Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients and our communities.

Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals’ pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer.

Check out more about Aldrich at https://aldrichadvisors.com/.

You'll Get a Chance To

• Coordinates and plans service delivery to clients, including conducting review meetings
• Participates in the creation and development of processes and infrastructure designed to service clients
• Works directly with clients on follow-up items from meeting or initiates follow through on new initiatives with clients
• Analyzes client financial information, assesses needs, and determines advanced strategies necessary to meet clients' objectives
• Manages all aspects of the client relationship
• Manages and further leverages established network with current referral professionals
• Leads new client prospecting, designs presentations, and leads closing meetings
• Performs technical tax reviews and governmental tax examinations of any complexity
• Develops and mentors staff and seniors through training and effective performance feedback - ensuring responsibilities are consistent with skills and development goals
• Manages risk and financial performance of engagements including billings, collections and project budgets

What You Bring to the Team

• 6+ years recent experience in public accounting with a primary focus on tax
• Ability to supervise others
• Excellent research and writing skills
• Successful completion of the CPA exam, licensed CPA or JD
• Willingness to take "ownership" of the client
• Ability to build and retain client relationships

How We'll Reward You

At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes:

• Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
• Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing
• Time Off: 5 weeks of vacation and sick leave in the form of a Paid Time-Off bank, 10 Paid Holidays including two floating holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave

This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company’s good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role and compensations decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range is $115,000 - $145,000.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals.

For a full summary of our benefit offerings, check out Life at Aldrich at https://aldrichadvisors.com/careers/life-at-aldrich/.

What You Should Know

Licensed CPA or successful completion of the CPA exam is required. This is not a remote position.

To Apply

Submit your resume. A brief cover letter is optional.