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

• 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

• 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

• Format, standardize, and polish PowerPoint presentations for executives and staff • Ensure presentations adhere to brand guidelines, including fonts, colors, templates, and layouts • Update and maintain existing decks with charts, graphics, and visuals • Create and refine templates and reusable slide components for efficient presentation development • Collaborate with team members to understand objectives and deliver presentation-ready decks • Design polished collateral such as one-sheets, brochures, and infographics • Maintain brand consistency across digital and print materials • Support quick-turn needs for event signage, ads, and internal graphics • Create visually engaging templates for presentations, social media, and email campaigns • Assist with additional marketing and sales collateral as needed