Eide Bailly LLP · 2 weeks ago
Wealth Transition Services Tax Manager - Tax & Estate Planning - Remote Eligible
United States
Full-time
Remote
Mid, Senior Level
$92K/yr - $160K/yr
4+ years expEide Bailly LLP is a collaborative workplace focused on integrity and support for one another. They are seeking a Wealth Transition Services Tax Manager to advise on estate planning, provide tax consulting services to high net worth clients, and manage client relationships.
Business Development
No H1B
Hiring Manager
Macey Block
Responsibilities
Advising and consulting on the estate planning process to create plans based from the tax perspective 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
Providing tax planning and consulting services to the firm’s high net worth and ultra-high net worth clients
Technical research on estate, gift, GST, tax planning and compliance matters for internal clients
Looking at the tax situation of the individual and their estate/trusts from various angles to ensure the maximum tax benefit is applied
Assisting clients which may have varied levels of estate planning knowledge
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 projects
Qualification
Required
Bachelor's degree in Accounting
Active CPA license or JD/LLM (taxation)
4-8 years of experience in tax planning and estate planning in public accounting, law firms, or a related field
Excellent verbal and written communication skills
Ability to lead and coordinate large estate/gift/GST tax planning engagements
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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