Wealth Transition Services Senior Manager - Estate & GST Reviewer - Remote Eligible
Salary: $130,000-$200,000
Job Type: Full-Time, Remote/Hybrid/In-Office
Locations: Billings, Montana; Denver, Colorado; Fargo, North Dakota; Irvine, California; Minneapolis, Minnesota; Phoenix, Arizona
H1: Join Our Team as a Wealth Transition Services Senior Manager
H2: Work Remotely or in the Office and Earn Up to $200,000 Annually
Overview:
Eide Bailly, a top 25 CPA and business advisory firm, is seeking a Wealth Transition Services Senior Manager to join our team. In this role, you will review United States Estate and Generation-Skipping Transfer Tax Returns, work with high net worth clients, and provide technical research and guidance on estate, gift, and GST tax. We offer a professional and fun work environment, competitive compensation and benefits, and opportunities for career growth and development.
About Us:
Eide Bailly has been in business since 1917 and has over 41 offices in 15 states across the Midwest and western United States. Our culture is built on collaboration, innovation, and a dedication to service. We value work/life balance and actively participate in our communities through charitable donations and volunteer opportunities. We also like to have fun with frequent free lunches, snacks, socials, and other events.
Key Responsibilities:
- Reviewing United States Estate (and Generation-Skipping Transfer) Tax Returns (Form 706) and state level estate tax returns.
- Interpreting and reviewing various legal documents (Wills, Trusts, and other instruments) in relation to estate and business succession planning.
- Providing technical research and guidance on estate, gift, and GST tax.
- Assisting high net worth and ultra-high net worth clients.
- Managing client relationships and seeking solutions to add value to the client experience.
- Developing business and networking opportunities.
- Coaching and mentoring staff.
Qualifications:
- Bachelor's degree in Accounting and an active CPA license or . (taxation).
- 7+ years of experience in gift, trust, and estate tax in public accounting, law firm, or a related field.
- Expertise in estate and GST tax.
- Significant experience in preparing and reviewing Federal and State level estate tax returns.
- Excellent communication skills.
- Strong multi-tasker and deadline-driven.
- Experience in business development and networking.
Benefits and Compensation:
In addition to a competitive salary, we offer a comprehensive benefits package including generous paid time off, medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, certification incentives, education assistance, and a referral program.
Next Steps:
If you are interested in joining our team, please apply and we will schedule a phone interview to learn more about your career interests and goals. Connect with us on social media or visit our About Us page to learn more about our company culture and values.
**Members Only** is an affirmative action/equal opportunity employer. We value diversity and do not discriminate on the basis of race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state, or federal laws.
