Wealth Transition Services Tax Manager - Tax & Estate Planning - Remote Eligible

Eide Bailly•Billings, MT

47d•$92,000 - $160,000•Remote

About The Position

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. Technical research on estate, gift, GST, tax planning and compliance matters for internal clients. Looking at the tax situation of the individual and their estate/trusts from various angles to ensure the maximum tax benefit is applied. Additionally, you have knowledge and expertise on the income taxation of trusts and estates. Assisting clients which may have 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. 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 projects. People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly. 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.

Requirements

You have a Bachelor's degree in Accounting and an active CPA license or JD/LLM (taxation).
You have 4-8 years of experience in tax planning and estate planning in public accounting, law firms, or a related field.
You are an excellent communicator -- your verbal and written communication skills are outstanding. The Wealth Transition Services Senior Manager will interact with clients with high net worth and ultra-high net worth and will speak to groups on wealth transition topics.
You are able to lead and coordinate large estate/gift/GST tax planning engagements across the firm.
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

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.
Technical research on estate, gift, GST, tax planning and compliance matters for internal clients.
Looking at the tax situation of the individual and their estate/trusts from various angles to ensure the maximum tax benefit is applied. Additionally, you have knowledge and expertise on the income taxation of trusts and estates.
Assisting clients which may have 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.
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 projects.