Wealth Transition Tax Manager — Remote/Hybrid

Eide Bailly LLP; Irvine (CA); Hybrid; USD 105,000 - 180,000; Full time

Benefits offered by this job

Generous paid time off

Comprehensive medical, dental, and vis

401(k) profit sharing

Life and disability insurance

Education assistance

Certification incentives

Referral program

Job summary

Eide Bailly LLP is seeking a Wealth Transition Services Tax Manager to advise on estate planning from a tax perspective and lead large engagements for high net worth clients across the United States. The role requires CPA/EA/JD/LLM and 4–8 years of experience in tax planning and estate planning.

You will mentor staff, develop business, and collaborate with the Wealth Transition Services team. Remote, hybrid, or in-office work arrangements are offered with compensation ranging from $105,000 to

Qualifications

• Bachelor's degree in Accounting and active CPA/EA/JD/LLM (taxation)
• 4-8 years of tax planning and estate planning experience
• Excellent communication skills, interaction with high net worth clients
• Ability to lead large estate/gift/GST tax planning engagements
• Multi-tasking and deadline-driven mindset
• Experience developing business and networking

Responsibilities

• Advising and consulting on estate planning from the tax perspective
• Interpreting and reviewing legal documents related to estate planning
• Providing tax planning and consulting for high net worth clients
• Technical research on estate, gift, GST, planning, and compliance
• Managing client relationships and billing; driving business development
• Coaching and mentoring staff
• Collaborating with Wealth Transition Services team on projects

Skills

Communication skills

Leadership

Business development

Multi-tasking

Education

Bachelor's degree in Accounting

CPA license

Enrolled Agent

JD/LLM (taxation)

Job description

Eide Bailly LLP is seeking a Wealth Transition Services Tax Manager to advise on estate planning from a tax perspective and lead large engagements for high net worth clients across the United States. The role requires CPA/EA/JD/LLM and 4–8 years of experience in tax planning and estate planning.

You will mentor staff, develop business, and collaborate with the Wealth Transition Services team. Remote, hybrid, or in-office work arrangements are offered with compensation ranging from $105,000 to