Eide Bailly LLP · 5 days ago
Wealth Transition Services Tax Manager - 1041 Expert - Remote Eligible
United States
Full-time
Remote
Senior Level
$92K/yr - $160K/yr
5+ years expEide Bailly LLP is a top-25 CPA firm that emphasizes collaboration and support for its employees. The Wealth Transition Services Tax Manager will be responsible for overseeing the preparation of complex 1041 tax returns and providing expert guidance on estate and trust tax matters while managing client relationships and mentoring staff.
Business Development
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
Qualification
Required
Bachelor's degree in Accounting
Active CPA license or JD/LLM (taxation)
5+ years of experience in gift, trust, and estate tax in public accounting, law firm, or a related field
1041 expert with superb research and tax abilities
Excellent verbal and written communication skills
Ability to interact with clients in the high net worth and ultra-high net worth space
Ability to speak to groups on wealth transition topics
Multi-tasking master with the ability to meet deadlines
Experience developing business and networking
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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