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

Eide Bailly; Phoenix (AZ); Remote; USD 105,000 - 180,000; Full time

Benefits offered by this job

Generous paid time off

Medical, dental, and vision insurance

401(k) profit sharing

Life and disability insurance

Lifestyle spending account

Certification incentives

Education assistance

Referral program

Job summary

Eide Bailly is seeking a Wealth Transition Services Tax Manager to advise on estate planning from a tax perspective and oversee multi‑million dollar engagements for high-net-worth clients. You will coordinate across the firm, provide technical tax research, and support business development and marketing efforts while mentoring staff.

Ideal candidates have 4–8 years in tax and estate planning, a CPA/EA/JD/LLM, and excellent communication skills to interact with clients and present to groups.

Qualifications

• Bachelor's degree in Accounting and a professional license (CPA/EA/JD/LLM) are required.
• 4–8 years of experience in tax planning and estate planning in public accounting, law firms, or related fields.
• Excellent verbal and written communication skills for high-net-worth client interactions.
• Ability to lead and coordinate large estate, gift, and GST tax planning engagements across the firm.
• Strong multitasking and ability to network and develop business opportunities.

Responsibilities

• Advising and consulting on estate planning from a tax perspective.
• Reviewing legal documents related to estate and business succession planning.
• Providing tax planning and consulting for high-net-worth clients.
• Conducting technical research on estate, gift, GST, and compliance matters.
• Leading client engagements and coordinating across teams.
• Developing business opportunities and handling billing and marketing materials.

Skills

Excellent communication

Client relationships

Business development

Leadership

Multi-tasking

Education

Bachelor's degree in Accounting

CPA license

Enrolled Agent license

JD/LLM (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 Tax 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, Enrolled Agent 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 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: $105,000-$180,000

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

Eide Bailly 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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