Tax Senior Manager – Gift, Trust, & Estate Tax

Tax Senior Manager – Gift, Trust, & Estate Tax at Eide Bailly LLP

Location : Tustin, CA

Work Arrangement : In-office or Hybrid

Overview

Join to apply for the Tax Senior Manager – Gift, Trust, & Estate Tax role at Eide Bailly LLP.

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 Wealth Transition Services team on various projects.

Who You Are

Must be authorized to work in the United States now or in the future without visa sponsorship.

Compensation and Benefits

Compensation : $157,000.00 - $197,000.00. Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local / state regulations regarding displaying ranges. Final compensation decisions depend on geography, experience, education, skills, and internal equity.

Benefits : Beyond base compensation, 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.

Next Steps and EEO

We’ll be in touch. If you look like the right fit for our position, one of our recruiters will reach out to schedule a phone interview. Learn more about us on our social channels 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.

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