Aldrich

• Performs detail tax review of all Trust, Estate and Gift tax returns and governmental tax examinations of any complexity
• Works directly with clients on follow-up items from meeting or initiates follow through on new initiatives with clients
• Delegates and manages Trust, Estate and Gift tax research projects to achieve an accurate and efficient product
• Performs tax preparation for more complex Trust, Estate and Gift tax returns
• Develops and mentors staff and seniors through training and effective performance feedback - ensuring responsibilities are consistent with skills and development goals
• Manages risk and financial performance of engagements including billings, collections and project budgets

Trust & Estate Tax Manager

Compliance

• Coordinate and support regulatory service delivery, including rate case preparation and testimony development
• Conduct cost of service studies, depreciation studies, and revenue requirement analyses
• Modify and update tariffs to align with regulatory requirements
• Ensure compliance with FERC, Uniform System of Accounts (USoA), Part 32, and other regulatory frameworks
• Analyze financial information, assess compliance risks, and recommend strategic solutions
• Manage client relationships and serve as a trusted advisor on regulatory matters
• Support engagement financial performance and contribute to firm growth

Senior Regulatory Consultant

Communications

• Draft and edit internal newsletters, leadership announcements, employee spotlights, and intranet content
• Translate firm initiatives and strategic priorities into clear, engaging messaging for employees
• Manage and maintain the internal communications editorial calendar, ensuring alignment with key initiatives
• Coordinate and distribute invitations and communications for internal and select external events, including town halls, employee programs, and firm-sponsored events
• Write LinkedIn posts, blog content, employee features, and culture stories
• Develop content that highlights Aldrich’s suite of services and offerings
• Draft award submissions and recognition applications that showcase firm culture, growth, and impact
• Repurpose long-form content into short-form social posts and campaign assets
• Track and report on internal communications metrics such as email engagement, intranet views, and event participation to inform continuous improvement
• Maintain documentation of communications processes, templates, and timelines to support team efficiency
• Track review processes of content to ensure proper reviews and sign-off

Internal Communications Specialist – Part-Time Contract

QA Engineer

• Edit reports, assessments, presentations, executive readouts, and supporting documentation for grammar, structure, readability, and tone.
• Strengthen flow and executive narrative while preserving technical meaning and analytical integrity.
• Ensure acronyms, terms, and key concepts are introduced and used consistently across documents and slides.
• Format and standardize deliverables in Microsoft Word, Excel, and PowerPoint using styles, templates, headings, tables, and layout best practices.
• Apply Aldrich Solutions templates and brand standards (fonts, spacing, headers/footers, slide layouts, table styles).
• Perform structured QA reviews to identify conflicting statements and inconsistencies.

Trust & Estate Tax Manager

Senior Regulatory Consultant

Internal Communications Specialist – Part-Time Contract

Technical Writer, QA Specialist