Wealth Transition Services Senior Manager - Estate & GST Reviewer - Remote Eligible

Eide Bailly; Minneapolis (MN); Remote; USD 125,000 - 200,000; Full time

Job summary

A leading professional services firm is looking for a Senior Manager in Wealth Transition Services to manage estate tax returns and client relationships in the high net worth sector. Candidates should have a Bachelor's in Accounting, an active CPA or legal qualification, and at least 7 years of relevant experience. This role offers a competitive salary range of $125,000 to $200,000, with benefits including generous paid time off and comprehensive insurance.

Benefits

Generous paid time off

Comprehensive medical, dental, and vision insurance

401(k) profit sharing

Lifestyle spending account

Education assistance

Referral program

Qualifications

• 7+ years of experience in gift, trust, and estate tax.
• Expertise in preparing and reviewing estate tax returns.
• Knowledge in GST exemption rules and reporting.

Responsibilities

• Review estate tax returns and ensure compliance.
• Manage relationships with clients in high net worth space.
• Assist in marketing and training materials preparation.

Skills

Expertise in estate and GST tax

Excellent verbal and written communication

Multi-tasking abilities

Business development experience

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, Hybrid, or In-office

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.
• 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.

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

Compensation: $125,000-$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.

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