Wealth Transition Services Manager/Senior Manager - Remote Eligible
Company: Eide Bailly
Location: Minneapolis
Posted on: May 8, 2024
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Job Description:
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 LifeA typical day as a Wealth Transition Services
Manager/Senior Manager might include the following:Reviewing
fiduciary, gift, and estate tax returns.Working with staff to
ensure fiduciary, gift, and estate tax returns are completed
correctly by required deadlines and under firm processes.Coaching
and mentoring staff.Working with the firm Wealth Transition
Services team on various projects.Interpreting and reviewing
various legal documents in relation to estate and business
succession planning.Technical research on estate planning and
compliance matters for internal clients.Assisting clients which 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.Business development and billing
responsibility.Assist in preparation of marketing materials and
presentation of internal and external webinar trainings.Who You
AreYou are an excellent communicator -- your verbal and written
communication skills are outstanding. The Wealth Transition
Services Manager will interact with clients at all levels of the
income scale and will speak to groups on wealth transition
topics.You have expertise in transfer tax and estate planning.You
may have experience with flow-through entities.You are a
multi-tasking master and there is never a deadline you can't
meet.You have experience developing business and networking.In
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 services. Must
have five or more (5+) years of experience in public accounting or
related field working with individual clients and corporate trust
companies.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: $90,000-$180,000Beyond
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-MB1#LI-REMOTEMust 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: $90,000-$180,000Beyond 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-MB1#LI-REMOTEJob SummaryID: 2024-7197Category: Tax
ServicesPosition Type: Full-TimeWork Option(s): Remote / Hybrid /
In-Office
Keywords: Eide Bailly, Maple Grove , Wealth Transition Services Manager/Senior Manager - Remote Eligible, Executive , Minneapolis, Minnesota
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