Wealth Transition Services Manager/Senior Manager
Wealth Transition Services Manager/Senior Manager Job Locations US-MN-Minneapolis US-OK-Oklahoma City US-NV-Las Vegas US-CO-Denver US-UT-Salt Lake City US-AZ-Phoenix ID 2023-6390 Category Wealth Management Position Type Full-Time Work Option(s) Remote Who We Are Eide Bailly is one of the top 25 CPA and business advisory firms in the nationWe have over 40 offices in 15 states across the Midwest and western United States, and offer our staff and Partners the opportunity to serve a variety of industriesFounded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our employees to help them achieve their goals and pursue their interests both in the office and at homeAt Eide Bailly we are passionate about the clients we serve, the work we do, and most importantly, having fun while we do it! Why You'll Love Working Here At Eide Bailly we believe respect is how to treat everyone, not just those you want to impressOur culture focuses on collaboration to achieve career growthInnovation is highly encouraged, which is where programs like our EB Xchange originateThis program allows interested tax and audit employees to complete a rotation into a specialty areaWe promote happy employees by making work/life balance a priority along with being actively involved in our communitiesOur dedication to service can be seen through the Firm's decision to match charitable donations made by employees, as well as providing opportunities to volunteer throughout the yearMost importantly, we like to have fun! We offer a professional and fun work environment with frequent lunch and learns, socials, contests, outings and other eventsTypical Day in the Life A typical day as a Wealth Transition Services Manager/Senior Manager might include the following:
Reviewing fiduciary, gift, and estate tax returnsWorking with staff to ensure fiduciary, gift, and estate tax returns are completed correctly by required deadlines and under firm processesCoaching and mentoring staffWorking with the firm Wealth Transition Services team on various projectsInterpreting and reviewing various legal documents in relation to estate and business succession planningTechnical research on estate planning and compliance matters for internal clientsAssisting clients which may have varied levels of estate planning knowledgeLooking at the tax situation of the individual and their estate from various angles to ensure the maximum tax benefit is appliedImplementing the planning process to create plans based on cash flow projections, distribution of income, business succession, estate preservation and estate plan flowManaging client relationships internally and externally by proactively seeking solutions that add value to the client experienceBusiness development and billing responsibilityAssist in preparation of marketing materials and presentation of internal and external webinar trainingsWho You Are You are an excellent communicator -- your verbal and written communication skills are outstandingThe Wealth Transition Services Manager will interact with clients at all levels of the income scale and will speak to groups on wealth transition topicsYou have expertise in transfer tax and estate planningYou may have experience with flow-through entitiesYou are a multi-tasking master and there is never a deadline you can't meetYou have experience developing business and networkingIn addition to all of this, you have a Bachelor's degree in Accounting, an active CPA license or law degree (preferred) and/or equivalent experience working with wealth transition servicesMust have five or more (5+) years of experience in public accounting or related field working with individual clients and corporate trust companiesMust be authorized to work in the United States now or in the future without visa sponsorshipBenefits and Compensation Our compensation philosophy emphasizes competitive and equitable payEide Bailly complies with all local/state regulations regarding displaying salary rangesFinal compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equitySalary Range:
$90,000-$180,000 Beyond base salary, 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 programWhat to Expect Next 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 goalsIn the meantime, we encourage you to check us out on Facebook, Twitter, Instagram, LinkedIn or our About Us pageEide Bailly LLP is proud to be an affirmative action/equal opportunity employerAll 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-MB1 #LI-REMOTE Recommended Skills Automotive Sales Warranty Training Automobile Dealership Incentive Programs Management Training Apply to this job.
Think you're the perfect candidate? Apply on company site $('.
external-apply-email-saved').
on('click', function (event) window.
ExternalApply = window.
open('/interstitial?jobdid=j3n0m372ffwxhfghhv2', 'ExternalApply-j3n0m372ffwxhfghhv2'); ); Estimated Salary: $20 to $28 per hour based on qualifications.
Reviewing fiduciary, gift, and estate tax returnsWorking with staff to ensure fiduciary, gift, and estate tax returns are completed correctly by required deadlines and under firm processesCoaching and mentoring staffWorking with the firm Wealth Transition Services team on various projectsInterpreting and reviewing various legal documents in relation to estate and business succession planningTechnical research on estate planning and compliance matters for internal clientsAssisting clients which may have varied levels of estate planning knowledgeLooking at the tax situation of the individual and their estate from various angles to ensure the maximum tax benefit is appliedImplementing the planning process to create plans based on cash flow projections, distribution of income, business succession, estate preservation and estate plan flowManaging client relationships internally and externally by proactively seeking solutions that add value to the client experienceBusiness development and billing responsibilityAssist in preparation of marketing materials and presentation of internal and external webinar trainingsWho You Are You are an excellent communicator -- your verbal and written communication skills are outstandingThe Wealth Transition Services Manager will interact with clients at all levels of the income scale and will speak to groups on wealth transition topicsYou have expertise in transfer tax and estate planningYou may have experience with flow-through entitiesYou are a multi-tasking master and there is never a deadline you can't meetYou have experience developing business and networkingIn addition to all of this, you have a Bachelor's degree in Accounting, an active CPA license or law degree (preferred) and/or equivalent experience working with wealth transition servicesMust have five or more (5+) years of experience in public accounting or related field working with individual clients and corporate trust companiesMust be authorized to work in the United States now or in the future without visa sponsorshipBenefits and Compensation Our compensation philosophy emphasizes competitive and equitable payEide Bailly complies with all local/state regulations regarding displaying salary rangesFinal compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equitySalary Range:
$90,000-$180,000 Beyond base salary, 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 programWhat to Expect Next 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 goalsIn the meantime, we encourage you to check us out on Facebook, Twitter, Instagram, LinkedIn or our About Us pageEide Bailly LLP is proud to be an affirmative action/equal opportunity employerAll 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-MB1 #LI-REMOTE Recommended Skills Automotive Sales Warranty Training Automobile Dealership Incentive Programs Management Training Apply to this job.
Think you're the perfect candidate? Apply on company site $('.
external-apply-email-saved').
on('click', function (event) window.
ExternalApply = window.
open('/interstitial?jobdid=j3n0m372ffwxhfghhv2', 'ExternalApply-j3n0m372ffwxhfghhv2'); ); Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
