Wealth Transition Services Manager/Senior Manager - 1041 Expert - Remote Eligible

Eide Bailly; Denver (CO); Remote; USD 95,000 - 200,000; Full time

Job summary

An established industry player is seeking a Wealth Transition Services Manager/Senior Manager to provide expert guidance on estate and trust taxation. This role involves reviewing complex tax returns, managing client relationships, and mentoring staff within a collaborative and supportive environment. The ideal candidate will possess a strong background in accounting and taxation, with excellent communication skills to engage with high-net-worth clients. Join a top-25 CPA firm that values integrity and offers ample opportunities for professional growth and development. If you are passionate about making a difference in clients' financial journeys, this role is perfect for you.

Benefits

Generous paid time off

Comprehensive medical insurance

Dental insurance

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 gift, trust, and estate tax.
• Expertise in 1041 tax returns and technical tax research.

Responsibilities

• Reviewing and completing ultra-high net worth 1041 tax returns.
• Managing client relationships and providing tax solutions.

Skills

1041 Tax Expertise

Research Skills

Communication Skills

Business Development

Multi-tasking

Education

Bachelor's degree in Accounting

Active CPA license or JD/LL.M (taxation)

Job description

Location : All locations in the United States

Work Arrangement : Remote

A Day in the Life

A typical day as a Wealth Transition Services Manager / Senior Manager might include the following:

• Reviewing ultra-high net worth 1041s and answering technical firmwide 1041 questions (multi-state filings, complex analysis of pass-through entity, hedge funds, partnerships and S corporation implications for Form 1041 filings).
• Working with tax staff to ensure 1041 tax returns are completed correctly by required deadlines and under firm processes.
• Interpreting and reviewing various legal documents in relation to estate and business succession planning (including the income tax ramifications of trust funding and trust administration).
• Technical research on income tax for trusts and estates for internal clients.
• Assisting clients which may have varied levels of tax knowledge (including family office clients and corporate trust companies).
• Looking at the tax situation of the individual and their estate/trusts from various angles to ensure the maximum tax benefit is applied.
• Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience.
• Business development and billing responsibility.
• Assist in preparation of marketing materials and presentation of internal and external webinar trainings.
• Coaching and mentoring staff.
• Working with the firm Wealth Transition Services team on various advisory and compliance projects.

Who You Are

• You have a Bachelor's degree in Accounting and an active CPA license or JD / LL.M (taxation).
• You have 5+ years of experience in gift, trust, and estate tax in public accounting, law firm, or a related field.
• You are a 1041 expert and have superb research and tax abilities, and are able to provide technically sound recommendations and evaluations.
• You are an excellent communicator; your verbal and written communication skills are outstanding. The Wealth Transition Services Manager / Senior Manager will interact with clients in the high net worth and ultra-high net worth space and will speak to groups on wealth transition topics.
• You are a multi-tasking master and there is never a deadline you can't meet.
• You have experience developing business and networking.
• You are excited about working in a growing top-25 CPA firm and have the ability to assist with multiple engagements across the country.

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.

Compensation (as applicable)

95,000-$200,000. 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.

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.

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.