Tax Manager - Gift, Trust, & Estate Tax - Remote Eligible

Eide Bailly; Long Beach (CA); Remote; USD 87,000 - 160,000; Full time

Job summary

Join a forward-thinking firm as a Tax Manager, where you will play a pivotal role in guiding clients through wealth transitions. This dynamic position involves reviewing tax returns, mentoring staff, and developing tailored estate plans that maximize tax benefits. With a commitment to integrity and collaboration, the firm offers a supportive environment for career growth and professional development. Enjoy competitive compensation and a range of benefits designed to meet your family's needs. If you are passionate about tax planning and client service, this is an exciting opportunity to make a meaningful impact.

Benefits

Generous Paid Time Off

Comprehensive Medical Insurance

Dental and Vision Insurance

401(k) Profit Sharing

Life and Disability Insurance

Lifestyle Spending Account

Certification Incentives

Education Assistance

Referral Program

Qualifications

• 5+ years of experience in public accounting tax work.
• Expertise in transfer tax and estate planning.

Responsibilities

• Reviewing gift, estate, and fiduciary tax returns.
• Coaching and mentoring staff in tax return processes.
• Managing client relationships and participating in business development.

Skills

Public Accounting Tax Work

Gift, Trust and Estate Tax Returns

Transfer Tax and Estate Planning

Excellent Communication Skills

Business Development

Education

Bachelor's Degree in Accounting

CPA License

Enrolled Agent Certification

Job description

Location: All locations in the United States

Work Arrangement: Remote

A Day in the Life

As a Tax Manager you will be responsible for working with clients to assist them with the transition of wealth from one generation to the next. A typical day as a Tax Manager might include the following:

• Reviewing gift, estate and fiduciary tax returns.
• Working with staff to ensure gift, estate and fiduciary tax returns are completed correctly by required deadlines and under firm processes.
• Coaching and mentoring staff.
• Interpreting and reviewing various legal documents in relation to estate and business succession planning.
• Assisting clients who may have varied levels of estate planning knowledge.
• Looking at the tax situation of the individual and their estate from various angles to ensure the maximum tax benefit is applied.
• Implementing the planning process to create plans based on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow.
• Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience.
• Participating in business development activities.
• Working with the firm Wealth Transition Services team on various projects.

Who You Are

• You have a Bachelor's degree in Accounting, an active CPA license, or Enrolled Agent (EA) certification.
• You have 5 or more years of experience in public accounting tax work including experience with gift, trust and estate tax returns.
• You have expertise in transfer tax and estate planning.
• You have experience with flow-through entities and private foundations.
• You are an excellent communicator -- your verbal and written communication skills are outstanding.
• You are a multi-tasking master and there is never a deadline you can't meet.
• You have experience developing business and networking.

Must be authorized to work in the United States now or in the future without visa sponsorship.

Making an Impact Together

People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly.

Compensation (as applicable)

$87,000.00 - $160,00.00. Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.

Benefits

Beyond base compensation, Eide Bailly provides benefits such as: 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, and a referral program.

Next Steps

We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page.

For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options.

Eide Bailly LLP 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

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