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For Companies At a Glance
- Tasks: Guide clients through estate planning and tax strategies for wealth transition.
- Company: Eide Bailly is a supportive firm focused on integrity and collaboration.
- Benefits: Enjoy remote work, generous PTO, health insurance, and education assistance.
- Why this job: Make a real impact while growing your career in a dynamic environment.
- Qualifications: Bachelor's in Accounting with CPA or JD/LLM; 4-8 years of relevant experience required.
- Other info: Join a culture that prioritises employee success and offers extensive professional development.
The predicted salary is between 76000 - 128000 £ per year.
Location: All locations in the United States
Work Arrangement: Remote
A Day in the Life
A typical day as a Wealth Transition Services Manager might include the following:
- Advising and consulting on the estate planning process to create plans based from the tax perspective on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow.
- Interpreting and reviewing various legal documents in relation to estate and business succession planning.
- Providing tax planning and consulting services to the firm\’s high net worth and ultra-high net worth clients.
- Technical research on estate, gift, GST, tax planning and compliance matters for internal clients.
- Looking at the tax situation of the individual and their estate/trusts from various angles to ensure the maximum tax benefit is applied. Additionally, you have knowledge and expertise on the income taxation of trusts and estates.
- Assisting clients which may have varied levels of estate planning knowledge.
- 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 projects.
Who You Are
- You have a Bachelor\’s degree in Accounting and an active CPA license or JD/LLM (taxation).
- You have 4-8 years of experience in tax planning and estate planning in public accounting, law firms, or a related field.
- You are an excellent communicator — your verbal and written communication skills are outstanding. The Wealth Transition Services Senior Manager will interact with clients with high net worth and ultra-high net worth and will speak to groups on wealth transition topics.
- You are able to lead and coordinate large estate/gift/GST tax planning engagements across the firm.
- 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.
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 (as applicable)
$95,000-$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
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Wealth Transition Services Manager - Tax & Estate Planning - 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 - Tax & Estate Planning - Remote Eligible
✨Tip Number 1
Network with professionals in the wealth management and estate planning sectors. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships can lead to referrals and insights about job openings.
✨Tip Number 2
Stay updated on the latest tax laws and estate planning strategies. Subscribe to relevant journals or online resources to enhance your knowledge. This will not only prepare you for interviews but also demonstrate your commitment to the field.
✨Tip Number 3
Prepare to discuss your experience with high net worth clients during interviews. Be ready to share specific examples of how you've added value in previous roles, particularly in tax planning and estate management.
✨Tip Number 4
Familiarise yourself with Eide Bailly's culture and values. Understanding their collaborative approach and commitment to employee growth can help you tailor your conversations and show that you're a good fit for their team.
We think you need these skills to ace Wealth Transition Services Manager - Tax & Estate Planning - Remote Eligible
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in tax and estate planning, particularly any work with high net worth clients. Use specific examples that demonstrate your expertise and achievements in these areas.
Craft a Compelling Cover Letter: In your cover letter, explain why you are passionate about wealth transition services and how your background aligns with the role. Mention your CPA or JD/LLM qualifications and your ability to communicate effectively with clients.
Showcase Your Communication Skills: Since excellent communication is crucial for this role, consider including a brief section in your application that illustrates your verbal and written communication skills. This could be through a relevant project or presentation you've delivered.
Highlight Business Development Experience: If you have experience in business development or networking, make sure to include this in your application. Discuss any strategies you've implemented that have successfully attracted new clients or enhanced client relationships.
How to prepare for a job interview at Eide Bailly
✨Showcase Your Expertise
Make sure to highlight your experience in tax and estate planning. Be prepared to discuss specific cases where you've successfully advised clients, especially high net worth individuals, and how your strategies benefited them.
✨Communicate Clearly
Since the role requires excellent communication skills, practice articulating complex tax concepts in a simple manner. This will demonstrate your ability to explain intricate details to clients with varying levels of understanding.
✨Demonstrate Business Development Skills
Be ready to discuss your experience in developing business and networking. Share examples of how you've built client relationships and contributed to business growth in your previous roles.
✨Prepare for Technical Questions
Expect questions related to estate, gift, and GST tax planning. Brush up on current regulations and be prepared to discuss how you would approach various tax situations to maximise benefits for clients.
