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Eide Bailly LLP · 2 weeks ago

Wealth Transition Services Tax Senior Manager - 1041 Expert - Remote Eligible

United States

Full-time

Remote

Mid, Senior Level

$125K/yr - $200K/yr

7+ years exp

Eide Bailly LLP is a growing top-25 CPA firm, and they are seeking a Wealth Transition Services Tax Senior Manager. The role involves reviewing ultra-high net worth 1041s, managing client relationships, and ensuring timely completion of tax returns while providing technical guidance and support to clients and staff.

Business Development

Growth Opportunities

No H1B

Hiring Manager

Macey Block

Responsibilities

Reviewing ultra-high net worth 1041s and answering technical firmwide 1041 questions (multi-state filings, complex analysis of pass-through entity, hedge funds, partnerships and S corporation implications for Form 1041 filings)

Working with tax staff to ensure 1041 tax returns are completed correctly by required deadlines and under firm processes

Interpreting and reviewing various legal documents in relation to estate and business succession planning (including the income tax ramifications of trust funding and trust administration)

Technical research on income tax for trusts and estates for internal clients

Assisting clients which may have varied levels of tax knowledge (including family office clients and corporate trust companies)

Looking at the tax situation of the individual and their estate/trusts from various angles to ensure the maximum tax benefit is applied

Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience

Business development and billing responsibility

Assist in preparation of marketing materials and presentation of internal and external webinar trainings

Coaching and mentoring staff

Working with the firm Wealth Transition Services team on various advisory and compliance projects