- 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.
- You have a Bachelor's degree in Accounting and an active CPA license or JD/. (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.
-
Senior Manager
1 week ago
Nakupuna Companies Denver, United States Full time SalariedOverview · Na Ali'i is looking for a Senior Manager - Environmental Programs to serve as the practice lead or have a deep understanding of most or all of Nakupuna Companies environmental service areas including Investigation and Remediation, UXO/MMRP, Environmental Compliance an ...
-
Tax Manager/Senior Manager
1 week ago
Eide Bailly Denver, United States Full timeWhy You'll Love Working Here · At 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. T ...
-
Senior Sourcing Manager
3 days ago
DSJ Global Denver, United StatesSenior Sourcing Manager needed for one of the world's leading mining companies. · Manager Level · Denver, CO – Hybrid Opportunity · $125,000 - $160,000 target base salary range · One of the world's largest and most well respected mining companies is looking for a Senior Sourc ...
-
Senior Project Manager
5 days ago
Arapahoe Sign Arts Denver, United StatesWe are seeking a highly motivated and experienced Senior Project Manager for a full-time position in our Denver, CO office. The ideal candidate will have experience in managing complex signage and wayfinding projects from start to finish. The candidate will create and execute pro ...
-
Senior Tax Manager
3 weeks ago
Gpac Denver, United States Full timeA Top CPA firm in the area is looking to add a Senior Tax Manager to their team. This stable and growing firm offers clients valuable knowledge and expertise in tax. Due to the recent growth of the firm, there is an opportunity for a Senior Tax Manager to join a team of highly mo ...
-
Senior Project Manager
2 weeks ago
Creative Alignments Denver, United StatesAs a cutting-edge company that is building Google AI solutions for Government and Healthcare, BlueVector.AI creates a bridge to help those in need. Join us as a Senior Project Manager to make a BIG impact · BlueVector.AI · BlueVector's mission is to radically transform governme ...
-
Senior Project Manager
2 weeks ago
Gpac Denver, United States Full timeJob Description: · gpac, a 30+ year recruitment company, is excited to partner with a well-established company in the Commercial and Industrial industry to find a talented Senior Project Manager. This is an amazing opportunity for candidates who want to make their mark in the ind ...
-
Senior Manager
3 weeks ago
Bank of America Denver, United StatesSenior Manager - Data Architecture · Chicago, Illinois;Denver, Colorado · **Job Description:** · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and ho ...
-
Tax Senior Manager
3 days ago
CBIZ Denver, United States Full timeWith over offices and nearly 7, associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized serv ...
-
Senior Division Manager
4 days ago
AtkinsRéalis Denver, United StatesJob Description · Why join us? · It's an exciting time at AtkinsRéalis We are rapidly growing in the US. Our company purpose is to build a better world for our planet and its people. We recognize the importance of making sure that our clients and employees, feel this purpose eve ...
-
Senior Manager
2 weeks ago
Frontier Airlines Denver, United StatesWhy Work for Frontier Airlines? · At Frontier, we believe the skies should be for everyone. We deliver on this promise through our commitment to Low Fares Done Right. This is more than our tagline - it's our driving philosophy. Every member of Team Frontier has an important role ...
-
Senior Manager
6 days ago
AZDS Propel Foundation Denver, United StatesSenior Manager, Digital Marketing · Work Type: Hybrid · Location: Denver, Colorado, USA · About Us: · AZDS Interactive Group is the world's leading digital agency for the luxury hospitality industry, offering innovative marketing and technology solutions to top-tier luxury trav ...
-
Senior Manager
2 weeks ago
United Airlines Denver, United States Full timeThere's never been a more exciting time to join United Airlines. We're on a path towards becoming the best airline in the history of aviation. Our shared purpose – Connecting People, Uniting the World – is about more than getting people from one place to another. It also means th ...
-
Senior Manager
2 weeks ago
United Airlines Denver, United StatesDescription · There's never been a more exciting time to join United Airlines. We're on a path towards becoming the best airline in the history of aviation. Our shared purpose - Connecting People, Uniting the World - is about more than getting people from one place to another. I ...
-
Senior Manager
2 days ago
AZDS Propel Foundation Denver, United StatesSenior Manager, Digital Marketing · Work Type: Hybrid · Location: Denver, Colorado, USA · About Us · AZDS Interactive Group is the world's leading digital agency for the luxury hospitality industry, offering innovative marketing and technology solutions to top-tier luxury tra ...
-
Senior Project Manager
2 weeks ago
Astroscale U.S. Denver, United States Full timeJob DescriptionLead, manage and support teams by developing and motivating team members to meet project goals. · Understand interdependencies between the project, technology, and business operation's needs. · Support generation of customer proposals, including the development o ...
-
Senior Account Manager
5 days ago
IMA Financial Group Denver, United States Full timeWhat You'll Do · Essential job responsibilities include but are not limited to: · Supports and demonstrates IMA's core values. · Values and understands the importance of diversity, equity, and inclusion among all IMA associates. · Serves as the day-to-day contact for all clien ...
-
Senior Manager
2 weeks ago
National Guard Employment Network Denver, United StatesJob Description · ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spou ...
-
Senior IT Manager
2 weeks ago
SSR Mining, Inc. Denver, United StatesWho Are We? · SSR Mining Inc. is an intermediate gold company with assets located in the four jurisdictions including the USA, Türkiye, Canada, and Argentina, combined with a global pipeline of high-quality development and exploration assets in the USA, Türkiye, and Canada. · S ...
-
Senior Manager
2 hours ago
Freshworks Denver, United StatesCompany Description · Freshworks makes it fast and easy for businesses to delight their customers and employees. We do this by taking a fresh approach to building and delivering software that is affordable, quick to implement, and designed for the end user. Headquartered in San ...
Wealth Transition Services Senior Manager - Denver, United States - Eide Bailly
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
Why You'll Love Working Here
At 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 Life
A typical day as a Wealth Transition Services Senior Manager might include the following:
Who You Are
Must be authorized to work in the United States now or in the future without visa sponsorship.
Benefits and Compensation
Our 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.