Wealth Transition Tax Manager — Remote/Hybrid

Eide Bailly LLP; United States; Hybrid; USD 105,000 - 180,000; Full time

Benefits offered by this job

Paid time off

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Life and disability insurance

Education assistance

Referral program

Job summary

Eide Bailly seeks a Wealth Transition Services Manager to advise on estate and tax planning for high net worth clients, leading cross‑firm engagements and reviewing complex documents to preserve wealth.

This role requires CPA/EA/JD/LLM and 4–8 years of experience; you will mentor staff, develop business, and collaborate with marketing and Wealth Transition teams to deliver value.

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 a related field.
• Excellent communicator with strong verbal and written skills; will interact with high net worth clients and present to groups.
• Able to lead and coordinate large estate/gift/GST tax planning engagements across the firm.
• Multi-tasking master with proven ability to meet deadlines and develop business through networking.

Responsibilities

• Advise and consult on estate planning from a tax perspective and cash flow considerations.
• Review and interpret estate, gift, GST, and related legal documents.
• Provide tax planning services to high net worth clients.
• Perform technical research on estate and tax planning matters for internal clients.
• Assess tax situations of individuals and estates to maximize tax benefits.

Skills

Communication

Leadership

Multitasking

Business development

Networking

Education

Bachelor's in Accounting

CPA license

Enrolled Agent

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.

Next Steps

We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page.

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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