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Wealth Transition Services Manager - Tax & Estate Planning
Phoenix, AZ Wealth Transition Services Manager - Tax & Estate Planning - Remote Eligible: Salary Range $95,000-$160,000 H1: Join Our Team as a Wealth Transition Services Manager! H2: Remote Eligible with Competitive Salary Range of $95,000-$160,000 Eide Bailly, a top 25 CPA and business advisory firm with over 41 offices across the Midwest and western United States, is seeking a Wealth Transition Services Manager to join our team. In this role, you will have the opportunity to serve a variety of industries and work with high net worth and ultra-high net worth clients. Why You'll Love Working Here: - Our culture is the foundation of who we are and we prioritize supporting our employees to help them achieve their goals and pursue their interests. - We believe in collaboration, innovation, and work/life balance. - We are actively involved in our communities and promote service through charitable donations and volunteering opportunities. - We offer a professional and fun work environment with frequent free lunches, snacks, socials, contests, and other events. What You'll Do: - Advise and consult on estate planning process for tax perspective, including cash flow projections, income distribution, business succession, estate preservation, and plan flow. - Interpret and review legal documents related to estate and business succession planning. - Provide tax planning and consulting services for high net worth and ultra-high net worth clients. - Conduct technical research on estate, gift, GST, tax planning, and compliance matters. - Analyze tax situation of clients and their estates/trusts to maximize tax benefits. - Manage client relationships and provide proactive solutions. - Develop business and network. Who You Are: - Bachelor's degree in Accounting and active CPA license or JD/LLM (taxation). - 4-8 years of experience in tax and estate planning in public accounting, law firms, or related field. - Excellent communicator with strong verbal and written communication skills. - Able to lead and coordinate large estate/gift/GST tax planning engagements. - Multi-tasking master with strong time management skills. - Experienced in business development and networking. Must be authorized to work in the United States without visa sponsorship. Benefits and Compensation: - Competitive and equitable pay based on experience, geography, and internal equity. - 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 referral program. What to Expect Next: If you are interested in this opportunity, one of our recruiters will reach out to schedule a phone interview to learn more about your career interests and goals. In the meantime, check us out on social media or our About Us page. **MEMBERS ONLY**SIGN UP NOW*** is an affirmative action/equal opportunity employer and values diversity in our workforce. 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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