Wealth Transition Tax Manager — Remote/Hybrid

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Life and disability insurance

Education assistance

Certification incentives

Referral program

Job summary

Eide Bailly is seeking a Wealth Transition Services Tax Manager to advise high net worth clients on estate and gift tax planning, GST issues, and business succession within a public accounting context. You’ll lead cross‑firm engagements and coordinate large estate planning projects.

The role emphasizes client relationship management, business development, marketing collaboration, and mentoring staff while delivering tax planning, compliance, and strategic advisory services across estates and

Qualifications

• Bachelor's degree in Accounting or equivalent.
• Active CPA license, EA license, or JD/LLM (taxation).
• Ability to lead and coordinate large estate/gift/GST tax planning engagements.
• Strong communication skills, both verbal and written.

Responsibilities

• Advise and consult on estate planning from a tax perspective.
• Oversee tax planning for high net worth clients and trusts.
• Lead cross‑firm engagements on estate planning, GST, and business succession.
• Perform technical research on estate, gift, GST, and related matters.
• Manage client relationships and drive value through solutions.
• Contribute to marketing materials and webinars; mentor staff.

Skills

Communication

Relationship management

Business development

Project coordination

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 high net worth clients on estate and gift tax planning, GST issues, and business succession within a public accounting context. You’ll lead cross‑firm engagements and coordinate large estate planning projects.

The role emphasizes client relationship management, business development, marketing collaboration, and mentoring staff while delivering tax planning, compliance, and strategic advisory services across estates and