Remote Wealth Transition Tax Manager — Estate & Gift Planning

Eide Bailly LLP; Phoenix (AZ); On-site; USD 105,000 - 180,000; Full time

Benefits offered by this job

Generous paid time off

Comprehensive medical, dental, and vision insurance

401(k) profit sharing

Education assistance

Lifestyle spending account

Job summary

Eide Bailly LLP seeks a Wealth Transition Services Tax Manager to advise and provide tax planning for high net worth clients. The role offers remote, hybrid, or in-office arrangements and involves leading engagements in estate and gift tax planning. Candidates should possess a Bachelor's in Accounting, an active CPA or Enrolled Agent license, and have 4-8 years of relevant experience. The position includes a compensation range of $105,000-$180,000, alongside comprehensive benefits like medical insurance and paid time off.

Qualifications

• 4-8 years of experience in tax planning and estate planning in public accounting, law firms, or a related field.
• Outstanding verbal and written communication skills.
• Ability to lead and coordinate large tax planning engagements.

Responsibilities

• Advise and consult on the estate planning process.
• Review various legal documents for estate and business succession planning.
• Provide tax planning and consulting for high net worth clients.

Skills

Tax planning

Estate planning

Excellent communication

Business development

Multi-tasking

Education

Bachelor's degree in Accounting

Active CPA license or Enrolled Agent license or JD/LLM in taxation

Job description

Eide Bailly LLP seeks a Wealth Transition Services Tax Manager to advise and provide tax planning for high net worth clients. The role offers remote, hybrid, or in-office arrangements and involves leading engagements in estate and gift tax planning. Candidates should possess a Bachelor's in Accounting, an active CPA or Enrolled Agent license, and have 4-8 years of relevant experience. The position includes a compensation range of $105,000-$180,000, alongside comprehensive benefits like medical insurance and paid time off.