Wealth Transition Services Tax Senior Manager - 1041 Expert - Remote Eligible

Eide Bailly LLP•Minneapolis, MN

2h•$140,000 - $240,000•Remote

About The Position

A typical day as a Wealth Transition Services Tax Senior Manager might include the following: Reviewing ultra-high net worth 1041s and answering technical firmwide 1041 questions (multi-state filings, complex analysis of pass-through entity, hedge funds, partnerships and S corporation implications for Form 1041 filings). Working with tax staff to ensure 1041 tax returns are completed correctly by required deadlines and under firm processes. Interpreting and reviewing various legal documents in relation to estate and business succession planning (including the income tax ramifications of trust funding and trust administration). Technical research on income tax for trusts and estates for internal clients. Assisting clients which may have varied levels of tax knowledge (including family office clients and corporate trust companies). Looking at the tax situation of the individual and their estate/trusts 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. Working with the firm Wealth Transition Services team on various advisory and compliance 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, Enrolled Agent license, or JD/LLM (taxation).
You have 7+ years of experience in gift, trust, and estate tax in public accounting, law firm, or a related field.
You are a 1041 expert and have superb research and tax abilities, and are able to provide technically sound recommendations and evaluations.
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.
You are excited about working in a growing top-25 CPA firm and have the ability to assist with multiple engagements across the country.
Must be authorized to work in the United States now or in the future without visa sponsorship.

Responsibilities

Reviewing ultra-high net worth 1041s and answering technical firmwide 1041 questions (multi-state filings, complex analysis of pass-through entity, hedge funds, partnerships and S corporation implications for Form 1041 filings).
Working with tax staff to ensure 1041 tax returns are completed correctly by required deadlines and under firm processes.
Interpreting and reviewing various legal documents in relation to estate and business succession planning (including the income tax ramifications of trust funding and trust administration).
Technical research on income tax for trusts and estates for internal clients.
Assisting clients which may have varied levels of tax knowledge (including family office clients and corporate trust companies).
Looking at the tax situation of the individual and their estate/trusts 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.
Working with the firm Wealth Transition Services team on various advisory and compliance projects.