Remote Tax Senior Manager, High-Net-Worth Planning

Eide Bailly; Los Angeles (CA); On-site; USD 150,000 - 190,000; Full time

Job summary

Eide Bailly in California seeks a Tax Senior Manager to lead high-net-worth individual tax planning and compliance initiatives. You will interpret complex estate documents, conduct technical research, and prepare fiduciary returns while mentoring staff.

This role emphasizes client relationship management and cross-team collaboration. Qualified candidates have 7+ years in public accounting, CPA/license or equivalent, and strong communication skills.

Qualifications

• Active CPA license, law degree, or EA certification.
• 7+ years in public accounting with high-net-worth clients.
• Excellent verbal and written communication skills.
• Expertise in individual income tax and estate tax planning.
• Experience with flow-through entities and private foundations.
• Multitasking ability and strong deadline management.
• Experience developing business and networking.

Responsibilities

• Interpret and review estate and business succession documents.
• Technical research on individual, trust and estate planning and compliance matters.
• Prepare and review individual, gift, estate and fiduciary tax returns.
• Mentor staff and coach junior colleagues.
• Develop client relationships and assist in marketing materials.

Skills

Communication

Public accounting

Estate tax planning

Flow‑through entities

Networking

Education

Bachelor's in Accounting

CPA license

Law degree

EA certification

Job description

Eide Bailly in California seeks a Tax Senior Manager to lead high-net-worth individual tax planning and compliance initiatives. You will interpret complex estate documents, conduct technical research, and prepare fiduciary returns while mentoring staff.

This role emphasizes client relationship management and cross-team collaboration. Qualified candidates have 7+ years in public accounting, CPA/license or equivalent, and strong communication skills.