Tax Senior Manager - High Net Worth Tax

A Day in the Life

• Interpreting and reviewing various legal documents in relation to estate and business succession planning.
• Technical research on individual, trust and estate planning and compliance matters for clients.
• Aiding individual clients who may have varying levels of tax and estate planning knowledge.
• Assessing the tax situation of the individual, their trusts, and their estate from multiple perspectives to maximize tax benefits.
• Implementing the planning process to create plans based on cash flow projections, income distribution, business succession, estate preservation, and estate plan flow.
• Managing client relationships by proactively seeking solutions that enhance the client experience.
• Aiding in the preparation of marketing materials and internal/external webinar training presentations.
• Preparing and reviewing individual, gift, estate, and fiduciary tax returns.
• Coordinating with staff to ensure tax returns are completed accurately and submitted on time according to firm processes.
• Providing coaching and mentoring to staff members.
• Participating in business development activities.
• Collaborating with the firm’s Wealth Transition Services team on various projects.

Who You Are

• Have a Bachelor's degree in Accounting, an active CPA license, law degree, or Enrolled Agent (EA) certification.
• Have 7+ years of experience in public accounting, particularly with high-net-worth individual clients and their advisors.
• Exhibit excellent verbal and written communication skills.
• Show expertise in individual income tax and estate tax planning.
• Might have experience with flow-through entities and private foundations.
• Are a multi-tasking master capable of meeting deadlines.
• Have experience developing business and networking.

Making an Impact

At Eide Bailly, we foster a collaborative workplace based on integrity, authenticity, and mutual support. Employees enjoy opportunities for education and career growth, a supportive team, and benefits that prioritize family needs. Learn more about our culture and values.

Compensation and Benefits

• Compensation range: $150,000 - $190,000.
• Benefits include generous paid time off, comprehensive health insurance, retirement savings, life and disability insurance, a lifestyle spending account, certification incentives, educational assistance, and a referral program.

Next Steps

We'll be in touch! If you're a good fit for our position, a recruiter will contact you to discuss your career interests and goals. Explore additional resources and information on our company pages.