Wealth Transition Tax Manager - Remote & High Net Worth Focus

Eide Bailly; Phoenix (AZ); Hybrid; 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

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.