Wealth Transition Services Senior Manager - Estate & GST Reviewer - Remote Eligible
Company: Eide Bailly
Location: Fargo
Posted on: April 3, 2025
Job Description:
Location: All locations in the United States Work Arrangement:
Remote A Day in the LifeA 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
TogetherPeople 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)$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.
BenefitsBeyond 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 StepsWe'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-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 #LI-KM2#LI-REMOTE
Keywords: Eide Bailly, Fargo , Wealth Transition Services Senior Manager - Estate & GST Reviewer - Remote Eligible, Accounting, Auditing , Fargo, North Dakota
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