Wealth Transition Tax Manager — Remote/Hybrid

Eide Bailly LLP; Denver (CO); Hybrid; USD 105,000 - 180,000; Full time

Job summary

Eide Bailly LLP is seeking a Wealth Transition Services Tax Manager in the United States. The role focuses on estate planning and tax strategy for high net worth clients, requiring strong communication skills and leadership to coordinate complex engagements across the firm.

You will consult on estate planning, review legal documents, and provide tax planning services while mentoring staff and supporting business development efforts.

Qualifications

• Bachelor's degree in Accounting and an active CPA license, Enrolled Agent license, or JD/LLM (taxation).
• 4–8 years of experience in tax planning and estate planning in public accounting, law firms, or related field.
• Excellent written and verbal communication; experience interacting with high net worth clients and speaking to groups.

Responsibilities

• Advise and consult on estate planning to inform tax planning and cash flow projections.
• Review legal documents related to estate and business succession planning.
• Provide tax planning and consulting to high net worth clients.
• Conduct technical research on estate, gift, GST, and tax planning matters.
• Assess tax positions of individuals and estates to maximize benefits.
• Manage client relationships and proactively add value to the client experience.
• Engage in business development and billing responsibilities; assist in marketing materials and trainings.
• Coach and mentor staff; collaborate with Wealth Transition Services team on projects.

Skills

Communication skills

Estate tax planning

Public accounting experience

Leadership

Business development

Education

Bachelor's degree in Accounting

CPA / EA / JD-LLM (taxation)

Job description

Eide Bailly LLP is seeking a Wealth Transition Services Tax Manager in the United States. The role focuses on estate planning and tax strategy for high net worth clients, requiring strong communication skills and leadership to coordinate complex engagements across the firm.

You will consult on estate planning, review legal documents, and provide tax planning services while mentoring staff and supporting business development efforts.