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For Companies At a Glance
- Tasks: Lead the review of estate tax returns and guide clients through complex tax situations.
- Company: Join Eide Bailly, a supportive firm known for its collaborative culture and commitment to employee growth.
- Benefits: Enjoy remote work options, generous paid time off, and comprehensive health benefits.
- Why this job: Make a real impact in wealth transition while working with high net worth clients in a dynamic environment.
- Qualifications: Bachelor's degree in Accounting, CPA or JD/L.LM. required, with 7+ years of relevant experience.
- Other info: Be part of a team that values integrity, authenticity, and professional development.
The predicted salary is between 104000 - 160000 £ 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 Senior Manager might include the following:
- Reviewing United States Estate (and Generation-Skipping Transfer) Tax Returns (Form 706) and state level estate tax returns.
- Working with staff to ensure estate and GST tax returns are completed correctly by required deadlines and under firm processes.
- Interpreting and reviewing various legal documents (Wills, Trusts, and other instruments) in relation to estate and business succession planning (specifically estate tax considerations and the allocation of GST exemption and reporting considerations).
- Technical research on estate, gift and GST tax for internal clients.
- Assisting clients with high net worth or ultra-high net worth.
- Looking at the tax situation of the individual and their estate 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.
Who You Are
- You have a Bachelor\’s degree in Accounting and an active CPA license or JD/L.LM. (taxation)
- You have 7+ years of experience in gift, trust, and estate tax in public accounting, law firm, or a related field.
- You have expertise in estate and GST tax (interpretation and advisement on estate tax and GST provisions in estate planning documents)
- You have significant experience in preparing and reviewing Federal and State level estate tax returns.
- You have knowledge and expertise in various allocation rules for GST exemption, late allocations, and reporting considerations for transferors.
- You are an excellent communicator — your verbal and written communication skills are outstanding. The Wealth Transition Services 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.
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)
$130,000-$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
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Wealth Transition Services Senior Manager - Estate & GST Reviewer - 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 Senior Manager - Estate & GST Reviewer - Remote Eligible
✨Tip Number 1
Network with professionals in the estate and GST tax field. Attend industry conferences or webinars to connect with potential colleagues and clients, as personal connections can often lead to job opportunities.
✨Tip Number 2
Stay updated on the latest changes in estate and GST tax laws. This knowledge will not only enhance your expertise but also demonstrate your commitment to the field during interviews and networking events.
✨Tip Number 3
Consider joining professional associations related to estate planning and taxation. Being an active member can provide you with valuable resources, mentorship opportunities, and a platform to showcase your skills.
✨Tip Number 4
Prepare to discuss specific case studies or scenarios during interviews. Highlighting your problem-solving skills and how you've added value to previous clients will set you apart from other candidates.
We think you need these skills to ace Wealth Transition Services Senior Manager - Estate & GST Reviewer - Remote Eligible
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in estate and GST tax, as well as your qualifications such as your CPA license or JD/L.LM. Emphasise relevant skills like client relationship management and technical research.
Craft a Compelling Cover Letter: In your cover letter, explain why you are passionate about wealth transition services. Mention specific experiences that demonstrate your expertise in preparing and reviewing estate tax returns and your ability to communicate effectively with high net worth clients.
Showcase Your Communication Skills: Since excellent communication is crucial for this role, consider including examples of how you've successfully interacted with clients or presented on wealth transition topics. This could be in your CV or cover letter.
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 used to build client relationships and how you've added value to previous roles.
How to prepare for a job interview at Eide Bailly
✨Know Your Tax Regulations
Brush up on the latest estate and GST tax regulations. Being well-versed in current laws will not only show your expertise but also demonstrate your commitment to staying informed in this ever-evolving field.
✨Prepare for Technical Questions
Expect to answer technical questions related to estate planning documents and tax returns. Practise explaining complex concepts clearly, as you may need to communicate these ideas to clients who are not tax-savvy.
✨Showcase Your Communication Skills
Since this role involves interacting with high net worth clients, highlight your communication skills. Prepare examples of how you've effectively communicated complex information in previous roles or during presentations.
✨Demonstrate Business Development Acumen
Be ready to discuss your experience in business development and networking. Share specific examples of how you've successfully built client relationships and contributed to business growth in your past positions.
