Eide Bailly LLP · 1 week ago
Tax Senior Manager - High Net Worth Tax
United States
Full-time
Remote
Senior Level
$150K/yr - $190K/yr
7+ years expEide Bailly LLP is a collaborative workplace focused on integrity and support for its employees. As a Tax Senior Manager in their high-net-worth tax practice, you will assist individual tax clients with wealth transition, manage client relationships, and oversee the preparation of various tax returns.
Business Development
No H1B
Hiring Manager
Brittany Laws
Responsibilities
Interpreting and reviewing various legal documents in relation to estate and business succession planning
Technical research on individual, trust and estate planning and compliance matters for clients
Assisting individual clients who may have varied levels of income tax and estate planning knowledge
Looking at the tax situation of the individual, their trusts, and their estate from various angles to ensure the maximum tax benefit is applied
Implementing the planning process to create plans based on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow
Managing client relationships by proactively seeking solutions that add value to the client experience
Assist in preparation of marketing materials and presentation of internal and external webinar trainings
Preparing and reviewing individual, gift, estate and fiduciary tax returns
Working with staff to ensure individual, gift, estate and fiduciary tax returns are completed correctly by required deadlines and under firm processes
Coaching and mentoring staff
Participating in business development activities
Working with the firm Wealth Transition Services team on various projects
Qualification
Required
You have a Bachelor's degree in Accounting, an active CPA license, law degree, or Enrolled Agent (EA) certification
You have 7+ years of experience in public accounting including experience working with high-net-worth individual clients and their advisors
You are an excellent communicator -- your verbal and written communication skills are outstanding
You have expertise in individual income tax and estate tax planning
You may have experience with flow-through entities and private foundations
You are a multi-tasking master and there is never a deadline you can't meet
You have experience developing business and networking
Must be authorized to work in the United States now or in the future without visa sponsorship
Benefits
Generous paid time off
Comprehensive medical, dental, and vision insurance
401(k) profit sharing
Life and disability insurance
Lifestyle spending account
Certification incentives
Education assistance
Referral program
Company
Eide Bailly LLP
Eide Bailly helps businesses work smarter — financially, operationally, and strategically.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Carrie Haugen
Eide Bailly BOLD Women Program Co-Founder/Co-Facilitator
Timothy Waufle, CPA
Outsourced CFO and Controller
Recent News
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