Tax Manager - High Net Worth Tax

Eide Bailly LLP; Phoenix (AZ); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Generous paid time off

Comprehensive medical insurance

401(k) profit sharing

Certification incentives

Job summary

Eide Bailly LLP is seeking a tax professional primarily focused on preparing and reviewing complex tax returns for individuals and various entities such as partnerships and nonprofits. Along with tax preparation, the role also emphasizes managing client relationships and supporting business development activities.

The ideal candidate will have a Bachelor's degree in Accounting, an active CPA license or EA certification, and at least 5 years of public accounting experience. The position is located in Phoenix, Arizona, and allows for in-office as well as hybrid work arrangements.

Qualifications

• 5+ years of experience in public accounting tax work.
• Well-rounded knowledge of IRS regulations.
• Expertise in individual income tax and estate tax planning.

Responsibilities

• Preparing complex tax returns for various entities.
• Managing client relationships and seeking value additions.
• Supporting business development and networking efforts.

Skills

Communication skills

Knowledge of tax accounting principles

Experience with individual income tax

Experience with estate tax planning

Networking skills

Education

Bachelor's degree in Accounting

Active CPA license or EA certification

Job description

Responsibilities

• Preparing and reviewing highly complex tax returns including individual, fiduciary, corporate, partnership, and non-profit tax returns by required deadlines.
• Looking at the tax situation of the individual, their trusts, and their estate from various angles to ensure the maximum tax benefit is applied.
• Working with staff to ensure tax returns are completed correctly by required deadlines and under firm processes.
• Working with clients to create wealth transition plans based on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow.
• Interpreting and reviewing various legal documents in relation to estate and business succession planning.
• Performing technical research on individual, trust and estate planning and compliance matters for clients.
• Advising and coaching team members and providing consistent recognition and encouragement to team members.
• Managing client relationships by proactively seeking solutions that add value to the client experience.
• Supporting business development efforts by identifying prospective clients, preparing proposals and engagement materials, conducting industry research, and representing the firm at networking events and industry functions.

Location

Irvine, CA

Work Arrangement

In-office, Hybrid

Qualifications

• You have a Bachelor's degree in Accounting and an active CPA license, law degree, or Enrolled Agent (EA) certification.
• You have 5+ years of experience in public accounting tax work including experience working with individual, fiduciary, gift and estate tax returns.
• You have a well-rounded knowledge of tax accounting principles and IRS regulations.
• You have expertise in individual income tax and estate tax planning.
• You may have experience with flow-through entities and private foundations.
• You enjoy keeping up-to-date on the ever-changing tax industry's regulations and policies.
• You are an excellent communicator -- your verbal and written communication skills are outstanding.
• You have experience developing business and networking.
• Must be authorized to work in the United States now or in the future without visa sponsorship.

Compensation

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

• 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

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.