High Net Worth Tax Manager: Estate & Wealth Planning Lead

Eide Bailly LLP; Irvine (CA); Hybride; USD 123 000 - 153 000; Plein temps

Avantages offerts par ce poste

Generous paid time off

Comprehensive medical, dental, and vision insurance

401(k) profit sharing

Life and disability insurance

Lifestyle spending account

Certification incentives

Education assistance

Referral program

Résumé du poste

Eide Bailly LLP is seeking a Tax Manager in Irvine, CA. In this role, you will prepare complex tax returns and advise clients on wealth transition planning. The ideal candidate has over 5 years of public accounting experience and is a CPA or EA.

This position offers a hybrid work arrangement and a competitive salary ranging from $123,000 to $153,000.

Generous benefits include paid time off, comprehensive health insurance, and 401(k) profit sharing.

Qualifications

• 5+ years of experience in public accounting tax work.
• Knowledge of tax accounting principles and IRS regulations.
• Expertise in individual and estate tax planning.

Responsabilités

• Prepare and review complex tax returns.
• Work with clients on wealth transition plans.
• Manage client relationships and support business development.

Connaissances

Public accounting tax work

Individual income tax planning

Estate tax planning

Communication skills

Business development

Formation

Bachelor's degree in Accounting

Active CPA license or EA certification

Description du poste

Eide Bailly LLP is seeking a Tax Manager in Irvine, CA. In this role, you will prepare complex tax returns and advise clients on wealth transition planning. The ideal candidate has over 5 years of public accounting experience and is a CPA or EA.

This position offers a hybrid work arrangement and a competitive salary ranging from $123,000 to $153,000.

Generous benefits include paid time off, comprehensive health insurance, and 401(k) profit sharing.