Senior Tax Specialist for Ultra-High Net Worth Clients
2 days ago
**Company Overview**
Eide Bailly is a leading CPA and business advisory firm with a strong presence in the Midwest and western United States. With over 40 offices across 15 states, we offer our staff and partners opportunities to serve a variety of industries.
We were founded in 1917 and pride ourselves on supporting our employees' goals and interests both in and out of the office. At Eide Bailly, we are passionate about serving our clients, delivering exceptional work, and having fun while doing it.
**A Day in the Life of a Tax Manager**
As a Tax Manager in our high-net-worth tax practice, you will work closely with individual clients to help them transition wealth from one generation to the next. A typical day may involve:
- Interpreting and reviewing legal documents related to estate and business succession planning
- Conducting technical research on individual, trust, and estate planning compliance matters
- Assisting clients with varied levels of income tax and estate planning knowledge
- Analyzing clients' tax situations to maximize tax benefits
- Implementing planning processes to create customized plans based on cash flow projections and distribution of income
**Requirements and Qualifications**
To succeed in this role, you must have:
- A Bachelor's degree in Accounting or a related field
- An active CPA license, law degree, or Enrolled Agent (EA) certification
- 5+ years of experience in public accounting, including working with ultra-high net worth individual clients and their related entities
- Excellent communication skills and expertise in individual income tax and estate tax planning
- Experience with flow-through entities and private foundations
- Multitasking abilities and a track record of meeting deadlines
**Benefits and Compensation**
We offer competitive salaries and comprehensive benefits, including:
- Generous paid time off
- Comprehensive medical, dental, and vision insurance
- 401(k) profit sharing
- Lifestyle spending account
- Certification incentives
- Education assistance
The estimated salary range for this position is $110,000-$150,000 per year, depending on factors such as geography, experience, education, skills, and internal equity.
**What to Expect Next**
If your qualifications match our requirements, one of our recruiters will be in touch to schedule a phone interview. We encourage you to explore our company culture and learn more about our values at [our website].
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