Eide Bailly LLP · 2 months ago
Wealth Transition Services Senior Manager - Estate & GST Reviewer - Remote Eligible
United States
Full-time
Remote
Senior Level
$125K/yr - $200K/yr
7+ years expEide Bailly LLP is a collaborative workplace focused on integrity and support. They are seeking a Wealth Transition Services Senior Manager to oversee estate and GST tax return processes, ensure compliance, and manage client relationships in the high net worth space.
Business Development
No H1B
Responsibilities
Reviewing United States Estate (and Generation-Skipping Transfer) Tax Returns (Form 706) and state level estate tax returns
Working with staff to ensure estate and GST tax returns are completed correctly by required deadlines and under firm processes
Interpreting and reviewing various legal documents (Wills, Trusts, and other instruments) in relation to estate and business succession planning (specifically estate tax considerations and the allocation of GST exemption and reporting considerations)
Technical research on estate, gift and GST tax for internal clients
Assisting clients with high net worth or ultra-high net worth
Looking at the tax situation of the individual and their estate 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
Qualification
Required
Bachelor's degree in Accounting
Active CPA license or JD/L.LM. (taxation)
7+ years of experience in gift, trust, and estate tax in public accounting, law firm, or a related field
Expertise in estate and GST tax (interpretation and advisement on estate tax and GST provisions in estate planning documents)
Significant experience in preparing and reviewing Federal and State level estate tax returns
Knowledge and expertise in various allocation rules for GST exemption, late allocations, and reporting considerations for transferors
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
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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