Wealth Transition Services Senior Manager - Estate & GST Reviewer - Remote Eligible
Company: Eide Bailly
Location: Billings
Posted on: November 19, 2024
Job Description:
Who We AreEide Bailly is one of the top 25 CPA and business
advisory firms in the nation. We have over 41 offices in 15 states
across the Midwest and western United States, and offer our staff
and Partners the opportunity to serve a variety of industries.
Founded 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
home. At 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 HereAt Eide Bailly we believe respect is
how to treat everyone, not just those you want to impress. Our
culture focuses on collaboration to achieve career growth.
Innovation is highly encouraged, which is where programs like our
EB Xchange originate. This program allows interested tax and audit
employees to complete a rotation into a specialty area. We promote
happy employees by making work/life balance a priority along with
being actively involved in our communities. Our 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 year. Most importantly, we like to have
fun! We offer a professional and fun work environment with frequent
free lunches, snacks, lunch and learns, socials, contests, outings
and other events. Typical Day in the LifeA typical day as a Wealth
Transition Services Senior Manager might include the following:
Reviewing United States Estate (and
Generation-Skipping Transfer) Tax Returns (Form 706) and state
level estate tax returns.Working with staff to ensure estate and
GST tax returns are completed correctly by required deadlines and
under firm processes.Interpreting and reviewing various legal
documents (Wills, Trusts, and other instruments) in relation to
estate and business succession planning (specifically estate tax
considerations and the allocation of GST exemption and reporting
considerations).Technical research on estate, gift and GST tax for
internal clients.Assisting clients with high net worth or
ultra-high net worth.Looking at the tax situation of the individual
and their estate from various angles to ensure the maximum tax
benefit is applied.Managing client relationships internally and
externally by proactively seeking solutions that add value to the
client experience.Business development and billing
responsibility.Assist in preparation of marketing materials and
presentation of internal and external webinar trainings.Coaching
and mentoring staff. Who You Are
You have a Bachelor's degree in
Accounting and an active CPA license or JD/L.LM. (taxation) You
have 7+ years of experience in gift, trust, and estate tax in
public accounting, law firm, or a related field. You have expertise
in estate and GST tax (interpretation and advisement on estate tax
and GST provisions in estate planning documents)You have
significant experience in preparing and reviewing Federal and State
level estate tax returns. You have knowledge and expertise in
various allocation rules for GST exemption, late allocations, and
reporting considerations for transferors. You are an excellent
communicator -- your verbal and written communication skills are
outstanding. The Wealth Transition Services Senior Manager will
interact with clients in the high net worth and ultra-high net
worth space and will speak to groups on wealth transition
topics.You are a multi-tasking master and there is never a deadline
you can't meet.You have experience developing business and
networking.Must be authorized to work in the United States now or
in the future without visa sponsorship. Benefits and
CompensationOur compensation philosophy emphasizes competitive and
equitable pay. Eide Bailly complies with all local/state
regulations regarding displaying salary ranges. Final compensation
decisions are dependent upon factors such as geography, experience,
education, skills, and internal equity. Salary Range:
$130,000-$200,000 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 program. What to Expect
NextWe'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 goals. In the meantime, we encourage you to check us out on , ,
, or our page. Eide Bailly LLP is proud to be an affirmative
action/equal opportunity employer. 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.
#LI-KM2#LI-REMOTE
Keywords: Eide Bailly, Billings , Wealth Transition Services Senior Manager - Estate & GST Reviewer - Remote Eligible, Executive , Billings, Montana
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