Tax Senior Manager - Gift, Trust, & Estate Tax - Remote Eligible
Tax Senior Manager - Gift, Trust, & Estate Tax - Remote Eligible
Job Locations US-CA-Irvine US-CA-Torrance US US-CA-Long Beach
2024-7201
Category
Tax Services
Position Type
Full-Time
Work Option(s)
Remote / Hybrid / In-Office
Who We Are
Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 15 states across the Midwest and western United States and offer our staff and Partners the opportunity to serve a variety of industries.
Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our employees to help them achieve their goals and pursue their interests both in the office and at home.
At Eide Bailly we are passionate about the clients we serve, the work we do, and most importantly, having fun while we do it!
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.
What to Expect Next
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 check us out on Facebook, Twitter, Instagram, LinkedIn or our About Us page.
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.
LI-MB1
LI-REMOTE
Financial Services Tax - Real Estate Senior Manager
A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. Intimate knowledge of tax compliance methods, strategy consulting for Real Estate ...
International Tax Manager
Serves clients on a variety of international tax planning and compliance matters including in-bound and out-bound transactions, cross-border corporate taxation, export tax incentives and transfer pricing. This role will be a Firmwide resource responsible for providing international tax services to c...
Tax Manager - Nat'l Federal Tax Services - Partnership Solutions Group (PSG)
Implement strategic tax structures and processes, and oversee complex tax computation projects for clients, with emphasis on identification and communication of technical tax and service issues. National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP made up of a number o...
Tax Consulting - International Tax Services, Manager
A career within International Tax Services will provide you with the opportunity to help PwC address their cross border tax needs both locally and globally by managing their global tax rates, finding areas of cost reduction, and responding to inquiries from regulatory authorities. You'll be assistin...
Tax Consulting - Corporate Tax Generalist - Senior Manager
You’ll focus on helping businesses with tax strategy, ensuring tax compliance, increasing post tax profits, and providing application support to achieve the best corporate tax practices. SummaryA career within Corporate Tax services, will provide you with the opportunity to help our clients meet the...
Tax Senior Manager - Ultra High Net Worth
Proficient in individual, fiduciary, and investment partnership taxation, with an understanding of complex investments and the related tax implications and/or estate, gift and generation skipping transfer taxation. Our team of professionals take a holistic approach by simultaneously analyzing approp...
Tax Senior Manager, Pass-Through, Core Tax Services
Tax Compliance Ensures clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”) Significant knowledge of taxation related to pe...
Manager or Senior Manager, Washington National Tax - Accounting Methods
KPMG is currently seeking a Manager/Senior Manager, Washington National Tax (Passthroughs, Incentives, Methods, Credits) to join our Washington National Tax (WNT) practice. Manager or Senior Manager, Washington National Tax - Accounting Methods. Conduct tax research necessary to support and substant...
Tax Manager
The ideal candidate will be a seasoned professional with a strong background in tax planning and consulting, real estate tax, tax review, federal and state tax, income tax, and preparation of tax returns. We seek a skilled Tax Manager to join a leading firm dedicated to tax optimization, estate plan...
Senior Vice President Accounting & Tax / Controller
The SVP of Accounting & Tax / Controller is a leadership position which will lead and support a globally matrixed team in full cycle accounting, in-depth financial reporting, balance sheet analysis and ensure best practices and technical accounting compliance requirements are met for the company...