Eide Bailly
Tax Manager - High Net Worth Tax
Eide Bailly, Sherman Oaks, California, United States, 91423
Who We AreEide Bailly is one of the top 25 CPA and business advisory firms in the nation. We 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 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 lunch and learns, socials, contests, outings and other events.Typical Day in the LifeAs a Tax Manager in our high-net-worth tax practice, you will be responsible for working with individual tax clients to assist them with the transition of wealth from one generation to the next. A typical day as a Tax Manager might include the following:Interpreting and reviewing various legal documents in relation to estate and business succession planning.Technical research on individual, trust and estate planning and compliance matters for clients.Assisting individual clients who may have varied levels of income tax and estate planning knowledge.Looking at the tax situation of the individual, their trusts, 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 by proactively seeking solutions that add value to the client experience.Assist in preparation of marketing materials and presentation of internal and external webinar trainings.Preparing and reviewing highly complex tax returns including individual, trust, estate and non-profit returns.Working with staff to ensure individual, gift, estate and fiduciary tax returns are completed correctly by required deadlines and under firm processes.Coaching and mentoring staff.Participating in business development activities.Working with the firm Wealth Transition Services team on various projects.Who You AreYou have a Bachelor's degree in Accounting, an active CPA license, law degree, or Enrolled Agent (EA) certification.You have 5+ years of experience in public accounting including experience working with ultra-high net worth individual clients and their related entities.You are an excellent communicator -- your verbal and written communication skills are outstanding.You have expertise in individual income tax and estate tax planning.You may have experience with flow-through entities and private foundations.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 and 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: $110,000-$150,000Beyond 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 Facebook, Twitter, Instagram, LinkedIn or our About Us 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-HYBRID
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 lunch and learns, socials, contests, outings and other events.Typical Day in the LifeAs a Tax Manager in our high-net-worth tax practice, you will be responsible for working with individual tax clients to assist them with the transition of wealth from one generation to the next. A typical day as a Tax Manager might include the following:Interpreting and reviewing various legal documents in relation to estate and business succession planning.Technical research on individual, trust and estate planning and compliance matters for clients.Assisting individual clients who may have varied levels of income tax and estate planning knowledge.Looking at the tax situation of the individual, their trusts, 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 by proactively seeking solutions that add value to the client experience.Assist in preparation of marketing materials and presentation of internal and external webinar trainings.Preparing and reviewing highly complex tax returns including individual, trust, estate and non-profit returns.Working with staff to ensure individual, gift, estate and fiduciary tax returns are completed correctly by required deadlines and under firm processes.Coaching and mentoring staff.Participating in business development activities.Working with the firm Wealth Transition Services team on various projects.Who You AreYou have a Bachelor's degree in Accounting, an active CPA license, law degree, or Enrolled Agent (EA) certification.You have 5+ years of experience in public accounting including experience working with ultra-high net worth individual clients and their related entities.You are an excellent communicator -- your verbal and written communication skills are outstanding.You have expertise in individual income tax and estate tax planning.You may have experience with flow-through entities and private foundations.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 and 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: $110,000-$150,000Beyond 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 Facebook, Twitter, Instagram, LinkedIn or our About Us 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-HYBRID