A
Not Specified Permanent

Brea, California · USA job

Tax Manager

Aldrich

Brea, California

Job description

Overview

In this role you will serve as the tax expert for clients in the Construction sector, coordinating all tax-related activities with partner oversight. You will build and manage strong client relationships, deliver high-quality tax guidance, and help shape service delivery and processes within a collaborative team. The position emphasizes client-facing communication, mentorship, and timely, accurate tax deliverables. This is a growth-minded firm that values work-life balance and community impact, offering meaningful opportunities to influence client outcomes and firm performance.

Compensation / Benefits
  • Medical, dental, and vision insurance
  • Health savings account (HSA)
  • 401(k) with match and discretionary profit sharing
  • Paid time off (vacation and sick)
  • Paid holidays and floating holidays
  • Volunteer time off and sabbaticals every 7 years
Responsibilities
  • Coordinate and plan service delivery to clients, including review meetings
  • Contribute to development of processes and infrastructure to service clients
  • Analyze client financial information and devise advanced tax strategies
  • Manage all aspects of client relationships
  • Lead new client prospecting, design presentations, and lead closing meetings
  • Develop and mentor staff through training and feedback
  • Manage engagement risk and financial performance including billings, collections, and budgets
Key requirements
  • 6+ years of public accounting experience with a primary focus on tax
  • Ability to supervise others
  • Excellent research and writing skills
  • Licensed CPA, Enrolled Agent, JD, or successful completion of the CPA exam
  • Excellent communication and interpersonal skills
  • Relationship management
  • Mentoring and leadership
  • Tax planning and advisory
  • Tax research and writing
  • Client service delivery and project management

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