The Wealth Transition Services Senior Manager will primarily be responsible for reviewing and advising on estate and GST tax returns for clients in the high net worth and ultra-high net worth space. This full-time position is open to remote, hybrid, and in-office work arrangements, with locations available in Billings, Montana; Denver, Colorado; Fargo, North Dakota; Irvine, California; Minneapolis, Minnesota; and Phoenix, Arizona. The successful candidate will have a Bachelor's degree in Accounting, an active CPA license or . (taxation), and at least 7 years of experience in gift, trust, and estate tax in public accounting, law firm, or a related field.
Who We Are
Eide Bailly is a top 25 CPA and business advisory firm with over 41 offices in 15 states across the Midwest and western United States. Our culture, founded in 1917, is focused on collaboration, innovation, and promoting work/life balance. We offer a professional and fun work environment with opportunities for career growth and community involvement.
Why You'll Love Working Here
At Eide Bailly, we believe in treating everyone with respect and promoting a collaborative culture for career growth. We encourage innovation, with programs like our EB Xchange rotation program for tax and audit employees. We also prioritize work/life balance and community involvement, including matching charitable donations made by employees. We also like to have fun, with frequent free lunches, snacks, socials, and other events.
Typical Day in the Life
A typical day as a Wealth Transition Services Senior Manager may include:
- 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.
- Managing client relationships internally and externally.
- Business development and billing responsibility.
- Preparation of marketing materials and presentation of internal and external webinar trainings.
- Coaching and mentoring staff.
Who You Are
The ideal candidate will have the following qualifications:
- Bachelor's degree in Accounting and an active CPA license or . (taxation).
- 7+ years of experience in gift, trust, and estate tax in public accounting, law firm, or a related field.
- Expertise in estate and GST tax (interpretation and advisement on estate tax and GST provisions in estate planning documents).
- Significant experience in preparing and reviewing Federal and State level estate tax returns.
- Knowledge and expertise in various allocation rules for GST exemption, late allocations, and reporting considerations for transferors.
- Excellent communication skills (verbal and written) for interacting with clients and speaking to groups on wealth transition topics.
- Strong multi-tasking abilities with the ability to meet deadlines.
- Experience in business development and networking.
Must be authorized to work in the United States now or in the future without visa sponsorship.
Benefits and Compensation
Eide Bailly offers a competitive and equitable pay structure, with a salary range of $130,000-$200,000. In addition to base salary, we provide benefits such as generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, certification incentives, education assistance, and a referral program.
What to Expect Next
If you are interested in this position, one of our recruiters will be in touch to schedule a phone interview to learn more about your career interests and goals. In the meantime, we encourage you to follow us on social media and check out our About Us page to learn more about our company culture.
**** is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.
