About the Position
Aldrich CPAs and Advisors is looking for a Trusts and Estates Tax Senior Associate to be part of growing tax team. This position will prepare Trust, Estate and Gift tax returns as well as review work prepared by Associates. The Senior Associate assists with tax planning and research and provides technical assistance on Trust, Estate and Gift tax issues. 

At Aldrich, we serve clients as part of a team, each representing a unique area of expertise. The Trusts and Estates Tax Senior Associate will provide client and consulting services. This position is client facing, so the ideal candidate will have excellent communication skills, enjoy interacting and building client relationships and provide 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 work-life 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

• Develop client relationships
• Prepare Trust, Estate and Gift tax returns and review returns prepared by Associates
• Research and propose resolution to technical tax matters
• Maintain client contact throughout the year and build knowledge of the client and the client's business related to Trust, Estate and Gift tax matters
• Responsible for client adherence to compliance related deadlines such as extensions, tax estimates and tax return filings

• 3 years recent experience in public accounting with a Trust and Estate tax focus
• Excellent research and writing skills
• Licensed CPA or JD or the successful completion of all parts of the CPA exam

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 discretionary 5% profit sharing
• Time Off: 5 weeks of vacation and sick leave, 10 Paid Holidays, 16 Hours of Volunteer Time, Paid Sabbaticals and Paid Parental Leave

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

This position can be fully remote or be located in one our local offices. 
Roles based outside of one of our local offices can sit in any of the following states: AK, AZ, CA, CO, FL, ID, IL, IN, KS, LA, MT, NC, NV, RI, TN, TX, UT, VA, WA, and WI. Please only apply if you are able to live and work full-time in one of the states listed above. Specifics are subject to change if our hiring requirements shift.

To Apply

Submit your resume. #LI-Remote