Why You'll Love Working Here
At Eide Bailly we believe respect is how to treat everyone, not just those you want to impress. Our culture focuses on collaboration to achieve career growth.
Innovation is highly encouraged, which is where programs like our EB Xchange originate. This program allows interested tax and audit employees to complete a rotation into a specialty area.
We promote happy employees by making work / life balance a priority along with being actively involved in our communities.
Our dedication to service can be seen through the Firm's decision to match charitable donations made by employees, as well as providing opportunities to volunteer throughout the year.
Most importantly, we like to have fun! We offer a professional and fun work environment with frequent lunch and learns, socials, contests, outings and other events.
Typical Day in the Life
As a Tax Senior Manager you will be responsible for working with 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 :
- Reviewing gift, estate and fiduciary tax returns.
- Working with staff to ensure gift, estate and fiduciary tax returns are completed correctly by required deadlines and under firm processes.
- Coaching and mentoring staff.
- Interpreting and reviewing various legal documents in relation to estate and business succession planning.
- Assisting clients who may have varied levels of estate planning knowledge.
- Looking at the tax situation of the individual 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 internally and externally by proactively seeking solutions that add value to the client experience.
- 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 and an active CPA license.
- You have 7 or more years of experience in public accounting tax work including experience with gift, trust and estate tax returns.
- You have expertise in transfer tax and estate planning.
- You may have experience with flow-through entities and private foundations.
- 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.
Must be authorized to work in the United States now or in the future without visa sponsorship.
Benefits and Compensation
Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local / state regulations regarding displaying salary ranges.
Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.
Salary range : $150,000-$190,000
Beyond base salary, 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.
Tax Manager and Seniors - Remote - Home Based Flexible Hours
Top ranked regional CPA firm is searching for talented tax professionals at the Senior and Manager levesl. Description Tax Seniors (Manager description available upon request). In addition to the preparation and review of tax returns, Senior Associates participate in the tax planning and consultatio...
Tax Manager - Senior Tax Manager
Tax Manager - Senior Tax Manager. We are currently seeking a Tax Manager. They offer accounting, audit, tax, business management and consulting services. Responsibilities will include a full array of tax services in the areas of individual, partnership, corporate, and consulting to high net worth en...
Tax Senior Manager - Financial Services
Evaluate skills and develop Managers, Seniors and Staff in client engagement management and technical expertise in individual, trust, partnership, corporate, federal, state, local and foreign tax returns, estimated payments and extensions, and federal and state tax audits. Tax Senior Manager - Finan...
Tax Manager- Immediate Opportunity in Torrance ($145-190k)
Tax Managers advise clients on a full spectrum of individual, partnership, corporate, and trust and estate tax services. Tax managers will be responsible for scheduling & managing workflow with staff & seniors as well as providing timely & constructive feedback. We ensure that our tax personnel keep...
Tax Manager, International
Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity. Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients’ tax returns. Re...
Tax Manager, International
Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity. Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients’ tax returns. Re...
Tech & Emerging Growth Tax Manager
Withum’s Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Reviewing individual, trust, partnership and corporate tax returns prepares by tax staff an...
Tax Senior Associate
Working with the tax team to ensure the various components of the tax process are performed -- including tax planning, client interaction and performing special tax projects. A typical day as a Tax Senior Associate might include the following:. Gathering relevant tax-related information from the cli...
Tax Manager International (Japanese bi-lingual)
Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity. Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients’ tax returns. Re...
Tax Manager, International
Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity. Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients’ tax returns. Re...