Tax Manager The candidate provides client service, relationship management, and consulting services. Serves as the tax expert and coordinates all aspects of the tax relationship. 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. Analyzes client financial information, assesses needs, and determines advanced strategies necessary to me
Aldrich is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Tax Manager Job in Spokane, WA - CPA Required Are you a CPA with 6+ years of recent experience in public accounting? Do you have a passion for providing exceptional client service and being a trusted advisor? If so, Aldrich is looki
Job Title: Tax Senior Manager, Core Tax Services - Corporate Focus Job Responsibilities: The Core Tax Services Senior Manager is tasked with advising clients on tax implications of their business decisions, evaluating and selecting actions to minimize tax burden and compliance costs, and identifying various methods for adhering to tax regulations. This role involves acting as the primary client contact for complex tax issues and making top-level decisions regarding filing,
Job Title: Tax Managing Director, Core Tax Services - Corporate Focus Job Responsibilities: The Tax Managing Director is tasked with utilizing industry-specific knowledge to provide clients with advice on the tax implications of their business decisions. The role involves evaluating and selecting alternative actions to reduce tax burdens and compliance costs, identifying different methods for adhering to tax regulations, and acting as the primary contact for complex tax iss
Job Title: Tax Principal Job Responsibilities: - Lead a team of tax and industry professionals to deliver tax compliance and consulting services. - Mentor the team to understand and assist clients by gaining a deep knowledge of their businesses and delivering comprehensive services. - Assume full responsibility for all services provided to clients within a given book of business. - Review and sign engagement letters, and discuss the nature and terms of assignments with clien
Job Title: Sr. Trust Officer Job Responsibilities: The Sr. Trust Officer is tasked with managing a portfolio of fiduciary and investment management accounts for high-net-worth clients and beneficiaries, particularly those involving multi-generational families. The primary responsibilities include: - Overseeing the administration and business development of complex investment management and trust accounts. - Collaborating with team members to ensure clients, associates, and
Job Title: Claims Counsel Job Responsibilities: - Responsible for consulting with claims staff on various issues, including coverage, indemnification, policy limit demand reviews, indemnity agreement review, and release language review. - Identify coverage issues that require assignment to outside counsel and collaborate with them as needed. - Directly handle some policyholder suits against the company and manage litigation with outside counsel, including attending mediation
Job Title: Legal Director Overview: At Company, the Legal Director role is crafted for someone who perceives legal strategy as an integral part of the business, not merely a bureaucratic necessity. The ideal candidate is a dynamic and innovative legal leader who can navigate complex regulations and contribute to the company’s strategic initiatives. This role involves leading a team of skilled attorneys and managing legal strategies across multiple domains, including merger...
Job Title: Mergers & Acquisitions (M&A) Tax Senior Manager Job Responsibilities: - Engage in management with clients, routinely working directly with c-suite executives to perform financial due diligence on middle-market companies across various industries. - Collaborate with private equity firms, strategic clients, and investment banks to conduct buy-side and sell-side due diligence and other M&A tax activities. - Be responsible for all aspects of deal execution, including
Job Title: Tax Manager, Specialized Tax Services Partnerships Job Responsibilities: 1. Tax Specialization: - Develops and maintains an in-depth understanding of technical and practical issues regarding partnership taxation. - Provides advisory services on tax implications related to business objectives and partnership-specific items such as section 704(b) and taxable income allocations, capital account maintenance, liability analysis and allocations, section 734(b) and 74
Job Title: Tax Senior Manager, Core Tax Services Job Responsibilities: The Senior Tax Manager is tasked with providing comprehensive tax and consulting services to business clients, focusing on pass-through entities such as S-corporations, LLCs, and partnerships, as well as the individual returns of business owners. This role involves: - Performing tax planning, preparation, and research for pass-through entities and the business owners’ individual returns, which may incl...
Job Title: Seasonal Tax Reviewer (Remote) Job Responsibilities: - Review prepared tax returns for individuals, businesses, partnerships, or trusts to ensure accuracy, compliance, and inclusion of all necessary documentation. - Provide guidance to tax preparers on tax matters and serve as a technical resource for complex tax questions. - Interface frequently with client personnel to review and apply accounting and tax principles. - Contact clients by phone or email to gather
Job Title Insurance Bad Faith Discovery Analyst Job Responsibilities The Insurance Bad Faith Discovery Analyst is primarily tasked with managing the records function within the Suits Against the Exchanges (SAE) group. This involves acquiring and administering documents and evidence from various organizational levels on complex litigation matters. The analyst is responsible for managing challenging cases, which includes collecting extensive documents and identifying witnes
Senior Corporate Counsel - Property and Casualty The candidate coordinates and oversee in-house and outside counsel; monitors all legal matters within the assigned division pertaining to **Members Only** and subsidiary and managed entities; monitors reporting procedures and requirements; and maintains the Corporate Legal case management system. Monitors all legal matters related to the Farmers Group of Companies within the assigned division. Provides regular reports regarding the statu
Accounting Methods Manager The candidate will serve as a firmwide resource for accounting methods related matters and will be exposed to a wide range of issues and projects. Help drive the firm's growth by identifying and delivering accounting methods service offerings tailored to client needs and by mentoring and developing talent within the accounting methods team. Provide consulting services for accounting method-related issues including automatic and non-automatic accoun
Income/Franchise Tax Senior Associate The candidate will work on a variety of state and local income/franchise tax projects, including tax planning, restructuring, transaction advisory, audit defense and appeals, state tax return review, taxability research, writing and correspondence. Research, review, and prepare deliverables concerning state and local income/franchise tax matters. Assist clients with various state income tax compliance matters including return review. Ass
Job Title: Associate Claim Counsel Job Responsibilities: - Follow operational policies to analyze, investigate, and resolve Bond & Specialty Insurance (BSI) claims of varying levels of severity with active supervision from claims management. - Prepare and present reports for management that accurately reflect loss development, potential/actual financial exposure, reserve adjustments, coverage issues, and claim and recovery strategies. - Retain, monitor, and manage outside co
Job Title: Seasonal Tax Expert - Local Job Responsibilities: Provide Tax Expertise: - Offer hands-on tax advice and complete preparation services for clients using TurboTax products, addressing both simple and complex tax situations, including personal and business income, deductions optimization, and amendments. - Conduct discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and offer future tax planning advice. - Utilize res
Seasonal Credentialed Tax Expert The candidate will provide tax advice, full service return preparation, tax calculations, and manage product/software inquiries. Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language. Should have an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and acti
Seasonal Business Tax Associate The candidate will provide expert guidance, tax preparation, and explanations of tax and technical terms to the customers. Manage complex business tax returns for Partnerships and S Corporations. Help the customers complete their taxes using Intuit TurboTax products using sound professional judgment, and in an excellent and timely manner. Provide tax advice, full service return preparation, tax calculations, and manage product/software inquiri
Seasonal Tax Expert - CPA or EA The candidate will help the customers complete their taxes using TurboTax products. Provide tax advice, full service return preparation, tax calculations, and manage product/software inquiries. Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language. Should possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax