[Hiring] Wealth Transition Services Tax Manager @Eide Bailly LLP

Role Description

A typical day as a Wealth Transition Services Tax Manager might include the following:

• 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.
• Conducting technical research on estate, gift, GST, tax planning, and compliance matters for internal clients.
• Analyzing the tax situation of individuals and their estates/trusts from various angles to ensure maximum tax benefits are applied.
• Assisting clients with 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.
• Assisting in the 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.

Qualifications

• Bachelor's degree in Accounting.
• Active CPA license, Enrolled Agent 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 across the firm.
• Strong multi-tasking abilities and ability to meet deadlines.
• Experience in 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.