Tax Manager - High Net Worth Tax
Eide Bailly · Irvine, CA · 3 days ago
Accounting$123k–$153k/yrFull-time
Responsibilities
- Preparing and reviewing highly complex tax returns including individual, fiduciary, corporate, partnership, and non-profit tax returns by required deadlines.
- Looking at the tax situation of the individual, their trusts, and their estate from various angles to ensure the maximum tax benefit is applied.
- Working with staff to ensure tax returns are completed correctly by required deadlines and under firm processes.
- Working with clients to create wealth transition plans based 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.
- Performing technical research on individual, trust and estate planning and compliance matters for clients.
- Advising and coaching team members and providing consistent recognition and encouragement to team members.
- Managing client relationships by proactively seeking solutions that add value to the client experience.
- Supporting business development efforts by identifying prospective clients, preparing proposals and engagement materials, conducting industry research, and representing the firm at networking events and industry functions.
Qualifications
- A Bachelor's degree in Accounting and an active CPA license, law degree, or Enrolled Agent (EA) certification.
- 5+ years of experience in public accounting tax work including experience working with individual, fiduciary, gift and estate tax returns.
- A well-rounded knowledge of tax accounting principles and IRS regulations.
- Expertise in individual income tax and estate tax planning.
- Experience with flow-through entities and private foundations.
- An ability to keep up-to-date on the ever-changing tax industry's regulations and policies.
- Excellent verbal and written communication skills.
- Experience developing business and networking.
Benefits
- Generous paid time off.
- Comprehensive medical, dental, and vision insurance.
- 401(k) profit sharing.
- Lifestyle spending account.
- Certification incentives.
- Education assistance.
- A referral program.