HNW Tax Manager: Wealth & Estate Planning

Colorado Railroad Museum; Phoenix (AZ); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Generous paid time off

Comprehensive medical, dental, and vision insurance

401(k) profit sharing

Education assistance

Job summary

Colorado Railroad Museum is seeking a Tax Manager at Eide Bailly LLP in Phoenix, Arizona. The role involves preparing and reviewing complex tax returns, managing client relationships, and advising on wealth transition plans. Ideal candidates will have a Bachelor's degree in Accounting, an active CPA license, or EA certification, along with 5+ years of experience in public accounting tax work.

Eide Bailly emphasizes collaborative culture and competitive compensation, with benefits that support family needs.

Qualifications

• 5+ years of experience in public accounting tax work.
• Expertise in individual income tax and estate tax planning.
• Experience with fiduciary, gift, and estate tax returns.

Responsibilities

• Preparing and reviewing complex tax returns.
• Advising clients on wealth transition plans.
• Managing client relationships and business development.

Skills

Tax accounting principles

IRS regulations

Excellent communication

Business networking

Education

Bachelor's degree in Accounting

Active CPA license or EA certification

Job description

Colorado Railroad Museum is seeking a Tax Manager at Eide Bailly LLP in Phoenix, Arizona. The role involves preparing and reviewing complex tax returns, managing client relationships, and advising on wealth transition plans. Ideal candidates will have a Bachelor's degree in Accounting, an active CPA license, or EA certification, along with 5+ years of experience in public accounting tax work.

Eide Bailly emphasizes collaborative culture and competitive compensation, with benefits that support family needs.