WEALTH TRANSITION SERVICES SENIOR MANAGER - ESTATE & GST REVIEWER - REMOTE ELIGIBLE

Eide Bailly; Denver (CO); Remote; USD 130,000 - 200,000; Full time

Job summary

An established industry player is seeking a Wealth Transition Services Senior Manager to lead estate and GST tax management for high net worth clients. In this role, you will review complex tax returns, interpret legal documents, and provide valuable insights to clients navigating wealth transition. You will also mentor a talented team, ensuring they meet deadlines while maintaining high standards of quality. Join a collaborative workplace that values integrity and offers numerous opportunities for professional growth and development, alongside a comprehensive benefits package designed to support your family's needs.

Benefits

Generous paid time off

Comprehensive medical, dental, and vision insurance

401(k) profit sharing

Life and disability insurance

Certification incentives

Education assistance

Referral program

Qualifications

• 7+ years of experience in gift, trust, and estate tax in public accounting or law.
• Expertise in preparing and reviewing estate tax returns.

Responsibilities

• Review and manage estate and GST tax returns for high net worth clients.
• Coach and mentor staff while ensuring compliance with deadlines.

Skills

Estate and GST tax expertise

Communication skills

Business development

Multi-tasking

Education

Bachelor's degree in Accounting

Active CPA license or JD / L.LM. (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 Senior Manager might include the following:

• Reviewing United States Estate (and Generation-Skipping Transfer) Tax Returns (Form 706) and state level estate tax returns.
• Working with staff to ensure estate and GST tax returns are completed correctly by required deadlines and under firm processes.
• Interpreting and reviewing various legal documents (Wills, Trusts, and other instruments) in relation to estate and business succession planning (specifically estate tax considerations and the allocation of GST exemption and reporting considerations).
• Technical research on estate, gift and GST tax for internal clients.
• Assisting clients with high net worth or ultra-high net worth.
• Looking at the tax situation of the individual and their estate 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.
• Assisting in preparation of marketing materials and presentation of internal and external webinar trainings.
• Coaching and mentoring staff.

Who You Are

• You have a Bachelor's degree in Accounting and an active CPA license or JD / L.LM. (taxation).
• You have 7+ years of experience in gift, trust, and estate tax in public accounting, law firm, or a related field.
• You have expertise in estate and GST tax (interpretation and advisement on estate tax and GST provisions in estate planning documents).
• You have significant experience in preparing and reviewing Federal and State level estate tax returns.
• You have knowledge and expertise in various allocation rules for GST exemption, late allocations, and reporting considerations for transferors.
• You are an excellent communicator; your verbal and written communication skills are outstanding. The Wealth Transition Services 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.

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)

$130,000-$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.