Eide Bailly LLP
Wealth Transition Services Senior Manager - 1041 Expert - Remote Eligible
Eide Bailly LLP, Seattle, Washington, us, 98127
Join to apply for the
Wealth Transition Services Senior Manager - 1041 Expert - Remote Eligible
role at
Eide Bailly LLP 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 Senior Manager might include the following: Reviewing ultra-high net worth 1041s and answering technical firmwide 1041 questions (multi-state filings, complex analysis of pass-through entity, hedge funds, partnerships and S corporation implications for Form 1041 filings). Working with tax staff to ensure 1041 tax returns are completed correctly by required deadlines and under firm processes. Interpreting and reviewing various legal documents in relation to estate and business succession planning (including the income tax ramifications of trust funding and trust administration). Technical research on income tax for trusts and estates for internal clients. Assisting clients which may have varied levels of tax knowledge (including family office clients and corporate trust companies). Looking at the tax situation of the individual and their estate/trusts from various angles to ensure the maximum tax benefit is applied. 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 advisory and compliance projects. Who You Are
You have a Bachelor's degree in Accounting and an active CPA license or JD/LLM (taxation). You have 7+ years of experience in gift, trust, and estate tax in public accounting, law firm, or a related field. You are a 1041 expert and have superb research and tax abilities, and are able to provide technically sound recommendations and evaluations. You are an excellent communicator -- your verbal and written communication skills are outstanding. You are a multi-tasking master and there is never a deadline you can't meet. You have experience developing business and networking. You are excited about working in a growing top-25 CPA firm and have the ability to assist with multiple engagements across the country. 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. Compensation $125,000-$200,000 Our compensation philosophy emphasizes competitive and equitable pay. 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. Eide Bailly LLP 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
#J-18808-Ljbffr
Wealth Transition Services Senior Manager - 1041 Expert - Remote Eligible
role at
Eide Bailly LLP 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 Senior Manager might include the following: Reviewing ultra-high net worth 1041s and answering technical firmwide 1041 questions (multi-state filings, complex analysis of pass-through entity, hedge funds, partnerships and S corporation implications for Form 1041 filings). Working with tax staff to ensure 1041 tax returns are completed correctly by required deadlines and under firm processes. Interpreting and reviewing various legal documents in relation to estate and business succession planning (including the income tax ramifications of trust funding and trust administration). Technical research on income tax for trusts and estates for internal clients. Assisting clients which may have varied levels of tax knowledge (including family office clients and corporate trust companies). Looking at the tax situation of the individual and their estate/trusts from various angles to ensure the maximum tax benefit is applied. 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 advisory and compliance projects. Who You Are
You have a Bachelor's degree in Accounting and an active CPA license or JD/LLM (taxation). You have 7+ years of experience in gift, trust, and estate tax in public accounting, law firm, or a related field. You are a 1041 expert and have superb research and tax abilities, and are able to provide technically sound recommendations and evaluations. You are an excellent communicator -- your verbal and written communication skills are outstanding. You are a multi-tasking master and there is never a deadline you can't meet. You have experience developing business and networking. You are excited about working in a growing top-25 CPA firm and have the ability to assist with multiple engagements across the country. 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. Compensation $125,000-$200,000 Our compensation philosophy emphasizes competitive and equitable pay. 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. Eide Bailly LLP 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
#J-18808-Ljbffr