Tax Manager, Private Wealth

Aldrich Advisors • San Diego, CA

253d • $125,000 - $150,000

About The Position

Are you a tax professional with a passion for providing sophisticated financial planning and advisory services to high net worth, ultra-high net worth, and family office clients? If so, we have an exciting opportunity for you to join our team as a Tax Manager. In this role, you will play a pivotal role in helping our clients optimize their financial strategies, serving as a trusted business advisor, and providing expert consulting services that will shape their financial success. Professionals in our Private Wealth Tax team work together with tax professionals and financial advisors through our affiliation with Aldrich Wealth, with varying disciplines, to serve clients in diverse sectors. Successful candidates will have a desire to interact and manage client relationships, enjoy working as part of a team, and have a desire for future growth. This position offers an exciting opportunity to apply your tax expertise, guide clients through complex tax matters, and ultimately contribute to their financial success.

Requirements

• 4+ years recent experience in public accounting with a primary focus on high net worth individual tax planning, preparation and review
• Ability to supervise others
• Licensed CPA, EA, or JD
• Licensed Certified Financial Planner with estate planning skills a bonus
• Excellent verbal and writing skills
• Willingness to take 'ownership' of the client
• Ability to build and retain client relationships

Responsibilities

• Work directly with clients on new initiatives and manage follow through with team members and clients
• Analyze client financial information, assess needs, and determine advanced strategies necessary to meet clients' objectives
• Manage and further leverage established network with referral professionals
• Develop relationships with clients and demonstrate capacity to earn client's respect and trust, managing all aspects of the client relationship, providing opportunities to increase new services for existing clients and attract new business to the firm
• Perform technical tax reviews and governmental tax examinations of any complexity
• Develop and mentor Seniors and Staff through training and effective performance feedback
• Manage risk and financial performance of engagements including billing, collections and project budgets
• Coordinate proactively with Aldrich Wealth relationship managers throughout the year regarding tax needs and new service opportunities for client meetings
• Ownership of service plan delivery to clients, including conducting review meetings

Benefits

• 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
• Discretionary incentive compensation program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree