Eide Bailly LLP · 20 hours ago
Tax Senior Manager - High Net Worth
Solana Beach, CA
Full-time
Hybrid
Senior Level
$157K/yr - $197K/yr
7+ years expEide Bailly LLP is a firm that focuses on providing high-net-worth tax services, and they are seeking a Tax Senior Manager to assist individual tax clients with wealth transition. The role involves preparing complex tax returns, advising clients on tax planning, and managing client relationships while supporting business development efforts.
Business Development
No H1B
Hiring Manager
Amber Hunt
Responsibilities
Preparing and reviewing highly complex tax returns including individual, fiduciary, corporate, partnership, and non-profit tax returns by required deadlines
Looking at the tax situation of the individual, their trusts, and their estate from various angles to ensure the maximum tax benefit is applied
Working with staff to ensure tax returns are completed correctly by required deadlines and under firm processes
Working with clients to create wealth transition plans based on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow
Interpreting and reviewing various legal documents in relation to estate and business succession planning
Performing technical research on individual, trust and estate planning and compliance matters for clients
Advising and coaching team members and providing consistent recognition and encouragement to team members
Managing client relationships by proactively seeking solutions that add value to the client experience
Supporting business development efforts by identifying prospective clients, preparing proposals and engagement materials, conducting industry research, and representing the firm at networking events and industry functions
Qualification
Required
Bachelor's degree in Accounting
Active CPA license, law degree, or Enrolled Agent (EA) certification
7+ years of experience in public accounting tax work including experience working with individual, fiduciary, gift and estate tax returns
Well-rounded knowledge of tax accounting principles and IRS regulations
Expertise in individual income tax and estate tax planning
Excellent verbal and written communication skills
Experience developing business and networking
Must be authorized to work in the United States now or in the future without visa sponsorship
Preferred
Experience with flow-through entities and private foundations
Enjoy keeping up-to-date on the ever-changing tax industry's regulations and policies
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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