Tax Manager

1 month ago


Irvine, California, United States Eide Bailly Full time
About the Role

We are seeking a highly skilled Tax Manager to join our team at Eide Bailly. As a Tax Manager, you will be responsible for working with clients to assist them with the transition of wealth from one generation to the next.

Key Responsibilities
  • Reviewing gift, estate, and fiduciary tax returns
  • Working with staff to ensure gift, estate, and fiduciary tax returns are completed correctly by required deadlines and under firm processes
  • Coaching and mentoring staff
  • Interpreting and reviewing various legal documents in relation to estate and business succession planning
  • Assisting clients who may have varied levels of estate planning knowledge
  • Looking at the tax situation of the individual and their estate from various angles to ensure the maximum tax benefit is applied
  • Implementing the planning process to create plans based on cash flow projections, distribution of income, business succession, estate preservation, and estate plan flow
  • Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience
  • Participating in business development activities
  • Working with the firm's Wealth Transition Services team on various projects
Requirements
  • Bachelor's degree in Accounting, active CPA license, or Enrolled Agent (EA) certification
  • 5 or more years of experience in public accounting tax work, including experience with gift, trust, and estate tax returns
  • Expertise in transfer tax and estate planning
  • Experience with flow-through entities and private foundations
  • Excellent communication skills, both verbal and written
  • Ability to multi-task and meet deadlines
  • Experience developing business and networking
  • Authorized to work in the United States without visa sponsorship
What We Offer

Eide Bailly offers a competitive salary range of $87,000 to $160,000, depending on experience and qualifications. We also provide a comprehensive benefits package, including 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 program.

We are an affirmative action/equal opportunity employer and welcome applications from all qualified candidates. If you are a motivated and experienced Tax Manager looking for a new challenge, please submit your application.


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