Tax Manager - High Net Worth Tax

Eide Bailly LLP•Irvine, CA

4h•Hybrid

About The Position

As a Tax Manager in our high-net-worth tax practice, you will be responsible for working with individual tax clients to assist them with the transition of wealth from one generation to the next. A typical day as a Tax Manager might include preparing and reviewing highly complex tax returns including individual, fiduciary, corporate, partnership, and non-profit tax returns by required deadlines. You will look at the tax situation of the individual, their trusts, and their estate from various angles to ensure the maximum tax benefit is applied. You will work with clients to create wealth transition plans based on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow. You will interpret and review various legal documents in relation to estate and business succession planning. You will perform technical research on individual, trust and estate planning and compliance matters for clients. You will also advise and coach team members, providing consistent recognition and encouragement, and manage client relationships by proactively seeking solutions that add value to the client experience. Additionally, you will support business development efforts by identifying prospective clients, preparing proposals and engagement materials, conducting industry research, and representing the firm at networking events and industry functions.

Requirements

Bachelor's degree in Accounting
Active CPA license, law degree, or Enrolled Agent (EA) certification.
5+ years of experience in public accounting tax work including experience working with individual, fiduciary, gift and estate tax returns.
Well-rounded knowledge of tax accounting principles and IRS regulations.
Expertise in individual income tax and estate tax planning.
Enjoy keeping up-to-date on the ever-changing tax industry's regulations and policies.
Excellent communicator -- outstanding 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.

Nice To Haves

Experience with flow-through entities and private foundations.

Responsibilities

Preparing and reviewing highly complex tax returns including individual, fiduciary, corporate, partnership, and non-profit tax returns by required deadlines.
Looking at the tax situation of the individual, their trusts, and their estate from various angles to ensure the maximum tax benefit is applied.
Working with staff to ensure tax returns are completed correctly by required deadlines and under firm processes.
Working with clients to create wealth transition plans based 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.
Performing technical research on individual, trust and estate planning and compliance matters for clients.
Advising and coaching team members and providing consistent recognition and encouragement to team members.
Managing client relationships by proactively seeking solutions that add value to the client experience.
Supporting business development efforts by identifying prospective clients, preparing proposals and engagement materials, conducting industry research, and representing the firm at networking events and industry functions.