[Remote] Wealth Transition Services Tax Manager - Tax & Estate Planning - Remote Eligible

Note: The job is a remote job and is open to candidates in USA. Eide Bailly LLP is a collaborative workplace focused on integrity and support for one another. They are seeking a Wealth Transition Services Tax Manager to advise on estate planning, provide tax consulting services to high net worth clients, and manage client relationships. Responsibilities • Advising and consulting on the estate planning process to create plans based from the tax perspective on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow. • Interpreting and reviewing various legal documents in relation to estate and business succession planning. • Providing tax planning and consulting services to the firm’s high net worth and ultra-high net worth clients. • Technical research on estate, gift, GST, tax planning and compliance matters for internal clients. • Looking at the tax situation of the individual and their estate/trusts from various angles to ensure the maximum tax benefit is applied. • Assisting clients which may have varied levels of estate planning knowledge. • 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. • Working with the firm Wealth Transition Services team on various projects. Skills • Bachelor's degree in Accounting • Active CPA license or JD/LLM (taxation) • 4-8 years of experience in tax planning and estate planning in public accounting, law firms, or a related field • Excellent verbal and written communication skills • Ability to lead and coordinate large estate/gift/GST tax planning engagements • Experience developing business and networking • Must be authorized to work in the United States now or in the future without visa sponsorship Benefits • 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 • Referral program Company Overview • Eide Bailly helps businesses work smarter — financially, operationally, and strategically. It was founded in 1998, and is headquartered in Fargo, North Dakota, USA, with a workforce of 1001-5000 employees. Its website is Apply tot his job