Tax Senior Manager - High Net Worth Tax

Eide Bailly LLP•Woodland Hills, CA

1d•Remote

About The Position

As a Tax Senior 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. This role involves interpreting legal documents, conducting technical research, assisting clients with varied levels of knowledge, optimizing tax situations, implementing planning processes, managing client relationships, preparing marketing materials, and preparing/reviewing tax returns. You will also work with staff to ensure timely and accurate completion of returns, coach and mentor staff, participate in business development, and collaborate with the firm's Wealth Transition Services team.

Requirements

Bachelor's degree in Accounting, an active CPA license, law degree, or Enrolled Agent (EA) certification.
7+ years of experience in public accounting including experience working with high-net-worth individual clients and their advisors.
Excellent verbal and written communication skills.
Expertise in individual income tax and estate tax planning.
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

Interpreting and reviewing various legal documents in relation to estate and business succession planning.
Technical research on individual, trust and estate planning and compliance matters for clients.
Assisting individual clients who may have varied levels of income tax and estate planning knowledge.
Looking at the tax situation of the individual, their trusts, and their estate from various angles to ensure the maximum tax benefit is applied.
Implementing the planning process to create plans based on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow.
Managing client relationships by proactively seeking solutions that add value to the client experience.
Assist in preparation of marketing materials and presentation of internal and external webinar trainings.
Preparing and reviewing individual, gift, estate and fiduciary tax returns.
Working with staff to ensure individual, gift, estate and fiduciary tax returns are completed correctly by required deadlines and under firm processes.
Coaching and mentoring staff.
Participating in business development activities.
Working with the firm Wealth Transition Services team on various projects.