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Eide Bailly LLP · 2 months ago

Tax Manager - High Net Worth Tax

Solana Beach, CA

Full-time

Hybrid

Senior Level

$120K/yr - $153K/yr

5+ years exp

Eide Bailly LLP is a collaborative workplace focused on integrity and support. The Tax Manager in their high-net-worth tax practice will assist individual tax clients with wealth transition planning and ensure compliance with complex tax regulations.

Business Development

Growth Opportunities

No H1B

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

CPA licenseTax accounting principlesIndividual income taxEstate tax planningPublic accounting experienceFiduciary tax returnsBusiness developmentCommunicatorNetworking experience