Aldrich

• Lead and manage complex tax client relationships
• Serve as a tax advisor to closely held businesses, owners, and leadership teams
• Coordinate and plan service delivery to clients, including review meetings
• Provide proactive tax planning, consulting, and compliance support
• Analyze client financial information, assess needs, and recommend strategies
• Communicate technical tax concepts clearly to clients and internal teams
• Develop, mentor, and teach staff, seniors, and managers
• Manage engagement risk and financial performance, including billings, collections, and project budgets
• Participate in new client prospecting, presentations, and closing meetings
• Collaborate with partners and leadership to support continued growth in the construction practice

Senior Tax Manager

Client Services Representative

• Manage the day-to-day servicing of Family Office client accounts, including new account opening, account maintenance, complex account administration, and custodial requests for accounts held at Charles Schwab.
• Coordinate new client onboarding, including account setup, regulatory disclosures, CRM and portfolio system administration, and document management.
• Execute client transactions, including wires, ACHs, journals, transfers, tax payments, and other service requests with accuracy and urgency.
• Support alternative investment operations, including subscription documents, capital calls, distributions, KYC documentation, and reporting.
• Partner closely with advisors and cross-functional teams—including trading, compliance, tax, and reporting—to deliver an exceptional client experience.
• Build strong relationships with clients, custodians, and internal partners while contributing to workflow improvements, team knowledge-sharing, and cross-functional support.

Senior Tax Manager

Senior Client Services Specialist, Family Office