Wealth Transition Services Manager - Tax & Estate Planning - Remote Eligible

Eide Bailly; Irvine (CA); Remote; USD 95,000 - 160,000; Full time

Job summary

Join a forward-thinking company as a Wealth Transition Services Manager, where you will play a crucial role in advising high net worth clients on estate planning and tax strategies. This remote position offers a collaborative environment that values integrity and support. You will engage in meaningful work, providing tax planning services and managing client relationships while mentoring staff and contributing to business development. With competitive compensation and a strong emphasis on professional growth, this role is perfect for those looking to make a significant impact in a supportive culture.

Benefits

Generous Paid Time Off

Comprehensive Medical Insurance

401(k) Profit Sharing

Life and Disability Insurance

Education Assistance

Certification Incentives

Referral Program

Qualifications

• 4-8 years of experience in tax and estate planning.
• Excellent verbal and written communication skills.

Responsibilities

• Advise on estate planning from a tax perspective.
• Manage client relationships and business development.

Skills

Tax Planning

Estate Planning

Communication Skills

Business Development

Client Relationship Management

Education

Bachelor's Degree in Accounting

CPA License or JD/LLM (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 might include the following:

• Advising and consulting on the estate planning process to create plans based from the tax perspective 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.
• Providing tax planning and consulting services to the firm's high net worth and ultra-high net worth clients.
• Technical research on estate, gift, GST, tax planning and compliance matters for internal clients.
• Looking at the tax situation of the individual and their estate/trusts from various angles to ensure the maximum tax benefit is applied. Additionally, you have knowledge and expertise on the income taxation of trusts and estates.
• Assisting clients which may have varied levels of estate planning knowledge.
• 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 projects.

Who You Are

• You have a Bachelor's degree in Accounting and an active CPA license or JD/LLM (taxation).
• You have 4-8 years of experience in tax planning and estate planning in public accounting, law firms, or a related field.
• You are an excellent communicator -- your verbal and written communication skills are outstanding. The Wealth Transition Services Senior Manager will interact with clients with high net worth and ultra-high net worth and will speak to groups on wealth transition topics.
• You are able to lead and coordinate large estate/gift/GST tax planning engagements across the firm.
• 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)

$95,000-$160,000. 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.

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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