Eide Bailly LLP
Wealth Transition Services Manager - 1041 Expert - Remote Eligible
Eide Bailly LLP, Phoenix, Arizona, United States, 85003
Join to apply for the
Wealth Transition Services Manager - 1041 Expert - Remote Eligible
role at
Eide Bailly LLP 1 day ago Be among the first 25 applicants Join to apply for the
Wealth Transition Services Manager - 1041 Expert - Remote Eligible
role at
Eide Bailly LLP Direct message the job poster from Eide Bailly LLP Hiring for National Tax Office & Advisory @ 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 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 5+ 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. The Wealth Transition Services Manager/Senior Manager will interact with clients in the high net worth and ultra-high net worth space and will speak to groups on wealth transition topics. 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.
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 $92,000-$160,000
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.
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.
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
Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
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Wealth Transition Services Manager - 1041 Expert - Remote Eligible
role at
Eide Bailly LLP 1 day ago Be among the first 25 applicants Join to apply for the
Wealth Transition Services Manager - 1041 Expert - Remote Eligible
role at
Eide Bailly LLP Direct message the job poster from Eide Bailly LLP Hiring for National Tax Office & Advisory @ 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 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 5+ 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. The Wealth Transition Services Manager/Senior Manager will interact with clients in the high net worth and ultra-high net worth space and will speak to groups on wealth transition topics. 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.
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 $92,000-$160,000
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.
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.
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
Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Other Industries Accounting, IT Services and IT Consulting, and Computer and Network Security Referrals increase your chances of interviewing at Eide Bailly LLP by 2x Get notified about new Service Manager jobs in
Phoenix, AZ . Greater Phoenix Area $119,185.00-$154,941.00 1 week ago Associate Customer Success Manager (CO, UT, AZ, NM)
Phoenix, AZ $75,000.00-$85,000.00 2 weeks ago Sr/Care Manager, Patient Support Services – Remote
Sr/Care Manager, Patient Support Services – Remote
Phoenix, AZ $65,000.00-$70,000.00 3 months ago Phoenix, AZ $120,000.00-$160,000.00 6 days ago Director, Protection Services Operations Center (Intelligence / Investigations) - REMOTE
Chandler, AZ $97,299.00-$189,732.00 42 minutes ago Scottsdale, AZ $65,000.00-$73,000.00 2 weeks ago Associate Territory Manager - Phoenix / Mesa
Phoenix, AZ $98,700.00-$207,680.00 1 week ago Community Association Manager (Remote Phoenix,AZ)
Phoenix, AZ $60,000.00-$70,000.00 3 months ago Supervisor, Inside Sales (Remote - Extended Hours)
Phoenix, AZ $54,825.00-$82,237.50 1 week ago Phoenix, AZ $94,000.00-$120,000.00 2 days ago Manager, Clinical Operations Regulatory Compliance
Phoenix, AZ $109,000.00-$139,000.00 2 days ago Worker's Compensation - Casualty Claims Risk Consultant - West Coast
Phoenix, AZ $100,000.00-$140,000.00 1 day ago Scottsdale, AZ $130,000.00-$130,000.00 3 weeks ago Sr. Manager, IT Software Implementation - USA Remote
Phoenix, AZ $140,000.00-$150,000.00 19 hours ago Phoenix, AZ $86,000.00-$96,000.00 2 weeks ago Program Manager Senior- (New Business Ventures)
Phoenix, AZ $103,450.00-$197,730.00 1 day ago Phoenix, AZ $40,000.00-$80,000.00 6 days ago Greater Phoenix Area $85,000.00-$115,000.00 5 days ago Phoenix, AZ $100,000.00-$120,000.00 3 weeks ago Sr. Territory Manager, Business Development - Surety (Contract Surety - NBC)
Remote Mental Health Therapist (LCSW/LPC) - Arizona
Onsite Installation Project Manager, Switchgear Products
Phoenix, AZ $107,520.00-$184,320.00 6 days ago Scottsdale, AZ $79,000.00-$132,000.00 6 months ago International Tax Manager - Remote Eligible
Phoenix, AZ $100,000.00-$140,000.00 4 days ago Fire Service Strategic Relationship Manager, Western US/Canada
Phoenix, AZ $112,000.00-$168,000.00 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr