Wealth Transition Services Senior Manager - Estate & GST Reviewer - Remote Eligible

Eide Bailly LLP•Minneapolis, MN

6d•$125,000 - $200,000•Remote

About The Position

A typical day as a Wealth Transition Services Senior Manager might include the following: Reviewing United States Estate (and Generation-Skipping Transfer) Tax Returns (Form 706) and state level estate tax returns. Working with staff to ensure estate and GST tax returns are completed correctly by required deadlines and under firm processes. Interpreting and reviewing various legal documents (Wills, Trusts, and other instruments) in relation to estate and business succession planning (specifically estate tax considerations and the allocation of GST exemption and reporting considerations). Technical research on estate, gift and GST tax for internal clients. Assisting clients with high net worth or ultra-high net worth. Looking at the tax situation of the individual and their estate 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.

Requirements

You have a Bachelor's degree in Accounting and an active CPA license or JD/L.LM. (taxation)
You have 7+ years of experience in gift, trust, and estate tax in public accounting, law firm, or a related field.
You have expertise in estate and GST tax (interpretation and advisement on estate tax and GST provisions in estate planning documents)
You have significant experience in preparing and reviewing Federal and State level estate tax returns.
You have knowledge and expertise in various allocation rules for GST exemption, late allocations, and reporting considerations for transferors.
You are an excellent communicator -- your verbal and written communication skills are outstanding. The Wealth Transition Services Senior Manager will interact with clients in the high net worth and ultra-high net worth space and will speak to groups on wealth transition topics.
You are a multi-tasking master and there is never a deadline you can't meet.
You have experience developing business and networking.
Must be authorized to work in the United States now or in the future without visa sponsorship.

Responsibilities

Reviewing United States Estate (and Generation-Skipping Transfer) Tax Returns (Form 706) and state level estate tax returns.
Working with staff to ensure estate and GST tax returns are completed correctly by required deadlines and under firm processes.
Interpreting and reviewing various legal documents (Wills, Trusts, and other instruments) in relation to estate and business succession planning (specifically estate tax considerations and the allocation of GST exemption and reporting considerations).
Technical research on estate, gift and GST tax for internal clients.
Assisting clients with high net worth or ultra-high net worth.
Looking at the tax situation of the individual and their estate 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.