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

Eide Bailly; Minneapolis (MN); Remote; USD 130,000 - 200,000; Full time

Job summary

Join a forward-thinking firm that values collaboration and innovation! As a Wealth Transition Services Senior Manager, you'll lead a dedicated team in providing exceptional tax advisory services to high net worth clients. Your expertise in estate and GST tax will be crucial in ensuring compliance and maximizing tax benefits. With a strong emphasis on work-life balance and community involvement, this role offers a unique opportunity to grow professionally while enjoying a fun and supportive work environment. If you're ready to make a significant impact and advance your career, this is the perfect place for you.

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

Frequent free lunches

Social events and contests

Qualifications

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

Responsibilities

• Reviewing estate tax returns and ensuring compliance with deadlines.
• Interpreting legal documents related to estate and business succession planning.

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

Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 41 offices in 15 states across the Midwest and western United States, and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our employees to help them achieve their goals and pursue their interests both in the office and at home. At Eide Bailly we are passionate about the clients we serve, the work we do, and most importantly, having fun while we do it!

Why You'll Love Working Here

At Eide Bailly we believe respect is how to treat everyone, not just those you want to impress. Our culture focuses on collaboration to achieve career growth. Innovation is highly encouraged, which is where programs like our EB Xchange originate. This program allows interested tax and audit employees to complete a rotation into a specialty area. We promote happy employees by making work / life balance a priority along with being actively involved in our communities. Our dedication to service can be seen through the Firm's decision to match charitable donations made by employees, as well as providing opportunities to volunteer throughout the year. Most importantly, we like to have fun! We offer a professional and fun work environment with frequent free lunches, snacks, lunch and learns, socials, contests, outings and other events.

Typical 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.
• Assist 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.

Benefits and Compensation

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

Salary Range: $130,000-$200,000

Beyond base salary, 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.

What to Expect Next

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 check us out on Facebook, Twitter, Instagram, LinkedIn or our About Us page.

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.