[Hiring] Wealth Transition Services Tax Senior Manager - 1041 Expert @Eide Bailly LLP

Role Description

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

• 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.

Qualifications

• Bachelor's degree in Accounting and an active CPA license, Enrolled Agent license, or JD/LLM (taxation).
• 7+ 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, able to provide technically sound recommendations and evaluations.
• Excellent communicator with outstanding verbal and written communication skills.
• Multi-tasking master with the ability to meet deadlines.
• Experience developing business and networking.
• Excited about working in a growing top-25 CPA firm and able to assist with multiple engagements across the country.
• 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

Compensation

Compensation: $140,000-$240,000. Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.

Next Steps

We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page.

For extra assistance in your job search journey, explore EB Career Resources—a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options.

Equal Opportunity Employer

Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.