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For Companies At a Glance
- Tasks: Manage ultra-high net worth 1041s and provide expert tax advice.
- Company: Join Eide Bailly, a top-25 CPA firm known for its supportive culture.
- Benefits: Enjoy remote work, generous PTO, and comprehensive health insurance.
- Why this job: Make an impact in wealth transition while growing your career in a collaborative environment.
- Qualifications: Bachelor's in Accounting, CPA or JD/LL.M, and 5+ years of relevant experience required.
- Other info: Compensation ranges from $95,000 to $200,000 based on experience and skills.
The predicted salary is between 76000 - 140000 £ per year.
Location: All locations in the United States
Work Arrangement: Remote
A typical day as a Wealth Transition Services Manager/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/LL.M (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.
Compensation (as applicable)
$95,000-$200,000. 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.
Wealth Transition Services Manager/Senior Manager - 1041 Expert - Remote Eligible employer: Eide Bailly
Contact Detail:
Eide Bailly Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Transition Services Manager/Senior Manager - 1041 Expert - Remote Eligible
✨Tip Number 1
Network with professionals in the wealth management and tax sectors. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients who can provide insights into the role and company culture.
✨Tip Number 2
Stay updated on the latest tax laws and regulations, especially those related to Form 1041. This will not only enhance your knowledge but also demonstrate your commitment to the field during interviews.
✨Tip Number 3
Prepare to discuss specific case studies or scenarios where you've successfully navigated complex tax situations. This will showcase your expertise and problem-solving skills, which are crucial for this role.
✨Tip Number 4
Familiarise yourself with Eide Bailly's values and culture. Understanding their collaborative approach and commitment to integrity will help you align your responses during interviews and show that you're a good fit for the team.
We think you need these skills to ace Wealth Transition Services Manager/Senior Manager - 1041 Expert - Remote Eligible
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth transition services, particularly your expertise with Form 1041 and your background in public accounting or law. Use specific examples that demonstrate your technical skills and client management abilities.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company culture at Eide Bailly. Mention your relevant qualifications, such as your CPA license or JD/LL.M, and how your experience aligns with the responsibilities outlined in the job description.
Showcase Communication Skills: Since excellent communication is key for this role, provide examples in your application of how you've effectively communicated complex tax concepts to clients or colleagues. Highlight any experience you have in presenting or training others.
Highlight Business Development Experience: If you have experience in business development or networking, make sure to include this in your application. Discuss specific strategies you've used to build client relationships and how you've contributed to the growth of your previous firms.
How to prepare for a job interview at Eide Bailly
✨Showcase Your Expertise in 1041s
Make sure to highlight your extensive knowledge and experience with Form 1041 during the interview. Be prepared to discuss specific cases where you've successfully navigated complex tax situations, as this will demonstrate your technical proficiency.
✨Communicate Clearly and Confidently
Given the importance of communication in this role, practice articulating your thoughts clearly. Prepare to explain complex tax concepts in simple terms, especially since you'll be interacting with clients who may have varying levels of tax knowledge.
✨Demonstrate Your Multi-Tasking Skills
Prepare examples that showcase your ability to manage multiple engagements simultaneously. Discuss how you prioritise tasks and meet deadlines, as this is crucial for a Wealth Transition Services Manager/Senior Manager.
✨Prepare for Business Development Questions
Since business development is part of the role, think about your past experiences in networking and client relationship management. Be ready to share strategies you've used to build and maintain client relationships, as well as any successful marketing initiatives you've led.
