Location: California
Work Arrangement: Remote from California
A Day in the LifeAs a Tax Senior Manager in our high-net-worth tax practice, you will be responsible for working with individual tax clients to assist them with the transition of wealth from one generation to the next. A typical day as a Tax Senior Manager might include the following:
- Interpreting and reviewing various legal documents in relation to estate and business succession planning.
- Technical research on individual, trust and estate planning and compliance matters for clients.
- Assisting individual clients who may have varied levels of income tax and estate planning knowledge.
- Looking at the tax situation of the individual, their trusts, and their estate from various angles to ensure the maximum tax benefit is applied.
- Implementing the planning process to create plans based on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow.
- Managing client relationships by proactively seeking solutions that add value to the client experience.
- Assist in preparation of marketing materials and presentation of internal and external webinar trainings.
- Preparing and reviewing individual, gift, estate and fiduciary tax returns.
- Working with staff to ensure individual, gift, estate and fiduciary tax returns are completed correctly by required deadlines and under firm processes.
- Coaching and mentoring staff.
- Participating in business development activities.
- Working with the firm Wealth Transition Services team on various projects.
Who You Are- You have a Bachelor's degree in Accounting, an active CPA license, law degree, or Enrolled Agent (EA) certification.
- You have 7+ years of experience in public accounting including experience working with high-net-worth individual clients and their advisors.
- You are an excellent communicator -- your verbal and written communication skills are outstanding.
- You have expertise in individual income tax and estate tax planning.
- You may have experience with flow-through entities and private foundations.
- 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.
Compensation (as applicable)$150,000-$190,000. 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.
BenefitsBeyond 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 StepsWe'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.
For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options.
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