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

Eide Bailly LLP•Minneapolis, MN

4d•Remote

About The Position

The Wealth Transition Services Tax Manager will advise and consult on the estate planning process, creating plans based on tax perspectives of cash flow projections, distribution of income, business succession, estate preservation, and estate plan flow. This role involves interpreting and reviewing legal documents related to estate and business succession planning, and providing tax planning and consulting services to high net worth and ultra-high net worth clients. The position requires technical research on estate, gift, GST, tax planning, and compliance matters, with a focus on ensuring maximum tax benefit from various angles, including knowledge of income taxation of trusts and estates. The manager will assist clients with varying levels of estate planning knowledge, manage client relationships, and contribute to business development and billing. Additionally, the role includes assisting in the preparation of marketing materials, presenting webinars, coaching and mentoring staff, and collaborating with the firm's Wealth Transition Services team on various projects.

Requirements

Bachelor's degree in Accounting
Active CPA license, Enrolled Agent license, or JD/LLM (taxation)
4-8 years of experience in tax planning and estate planning in public accounting, law firms, or a related field.
Excellent verbal and written communication skills.
Ability to lead and coordinate large estate/gift/GST tax planning engagements across the firm.
Ability to multitask and meet deadlines.
Experience developing business and networking.
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.