- 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.
- Preparing and 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.
- Working with the firm Wealth Transition Services team on various projects.
- You 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 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.
- In addition to all of this, you have a Bachelor's degree in Accounting, an active CPA license, law degree, or Enrolled Agent (EA) Certification 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.
-
Project Manager
2 days ago
Titan Ventures Collins, United StatesFreelance Project Manager (m/f/d) · Our client is looking for an experienced project manager (m/f/d) for a listed renovation project in the Munich area. · We are currently seeking a project manager (m/f/d) for the project in Munich and Stuttgart to start as soon as possible. · S ...
-
Project Manager
2 days ago
Nexus Enterprises Collins, United StatesProject Manager - Electrical (m/f/d) · About Nederman · Nederman is one of the world's leading companies for products and solutions in the field of environmental technology, with a focus on industrial gas cleaning. The company's products and solutions contribute to reducing envir ...
-
Department Manager
3 weeks ago
Cascade Ventures Collins, United StatesCollins: "Different People. Different Style. Our goal is to find the right job for you. And we don't compromise, because one thing is most important to us: you. As a specialized recruitment agency, it is our mission to help you find your dream job. With a good feeling. Our years ...
-
DevOps Manager
5 days ago
Hewlett Packard Fort Collins, United StatesACS (Advanced Compute & Solutions) is seeking a Business Operations Program Manager to lead ACS Business operations on our high growth, future-oriented businesses, including Data Science, AI and other emerging areas. This role will work with some of the most exciting up-and-comin ...
-
Material Manager Portfolio
2 days ago
Radiant Innovations Collins, United StatesWHAT WE ARE LOOKING FOR · Ensuring material availability for production · Coordination and tracking of delivery dates and communication to production · Creation of delivery schedule calls and calls on quantity contracts/value contracts · Transmission of calls to suppliers and obt ...
-
Deputy Residential Area Manager
2 days ago
FusionWorks Collins, United StatesAre you passionate about helping people in your nursing profession and value joy in your work? · ▸ If respectful interaction in the workplace is important to you · ▸ If you are looking for a strong team and a good working atmosphere · ▸ If appreciation and recognition motivate yo ...
-
Nexus Dynamics Collins, United StatesAre you passionate about color and material development and looking for a new professional challenge? At Brunel, you have the opportunity to continuously develop yourself with renowned clients - across industries. Apply now at Brunel and experience the diversity of engineering as ...
-
Acs Software Solution Program Manager
5 days ago
Hewlett Packard Fort Collins, United StatesACS (Advanced Compute & Solutions) is seeking a Solutions Program Manager to lead ACS Business operations on our high growth, future-oriented businesses, including Data Science, AI and other emerging areas. This role will work with some of the most exciting up-and-coming products ...
-
Infinity Systems Collins, United StatesDEPUTY DEPARTMENT MANAGER PRODUCTION IN THE FOOD INDUSTRY (M/F/D) Ready for an exciting step in your professional future? We are looking for a new member to join the dynamic team in Grimma, who is eager to start their career as Deputy Department Manager Production in the food ind ...
-
Infinity Ventures Collins, United StatesJust talking to everyone?In your future career as a merchant for wholesale and foreign trade management (m/f/d) with a focus on wholesale for /GuAG* ... · In your apprenticeship as a merchant for wholesale and foreign trade management (m/f/d) with a focus on wholesale for /GuAG* ...
-
Audit Senior Manager
4 days ago
Plante Moran Fort Collins, United StatesLocation: · United States, Colorado, Denver · Location: · United States, Colorado, Broomfield · Location: · United States, Colorado, Fort Collins · Location: · United States, Colorado · Make your mark. · Go beyond the numbers, do something different by developing rapport ...
-
Senior Project Manager
2 weeks ago
EPS Group Fort Collins, United StatesJob Description · Job DescriptionSalary: $128,800-150,700 · Join EPS Group -- a top 10 firm in the Southwest -- and discover opportunities to advance your career in engineering, planning, surveying, landscape architecture, and construction management, both in the private and publ ...
-
Senior Project Manager
2 days ago
Eclipse Enterprises Greeley, United StatesTogether, more energy · Drive the progress of the wind industry with tailwind · We are a team of over 50 employees in the northern region of Schleswig-Holstein (Nordfriesland). As an independent service provider, we take on project development, IT support, commercial and technic ...
-
Omega Dynamics Collins, United StatesThe STN Sogetrel Telecom Networks GmbH is a service provider for operators of fixed and mobile networks. Our main activities include planning services for cable systems and mobile network sites, storage and logistics services, project management, construction and maintenance of t ...
-
Titan Ventures Collins, United StatesWe are looking for you for our locations in Frankfurt am Main or Berlin as a Technical (Partial) Project Manager for IT Projects (m/f/d) (full-time) · Reference number: 1638 · Your curiosity drives you? You are familiar with Java? You want to stay in the technical field and the i ...
-
Facility Manager
2 days ago
BlueWave Solutions Timnath, United StatesAbout us: · The AlphaConsult Group - experts with 15 strong brands under one roof. Find competent employees and suitable job offers with us. We are AlphaConsult KG, your partner for profession and career. We specialize in high-quality personnel services for medium-sized companies ...
-
Apex Dynamics Collins, United StatesThe family business, now in its 3rd generation, with locations in Breitengüßbach, Zapfendorf and Vienna (AT), specializes in the production and distribution of high-quality roasted coffee products. They supply European and international food retailers with products such as whole ...
-
Senior Data Analytics Manager
1 week ago
Charter Global Fort Collins, United StatesJob Title: · Senior Data Analytics Manager /BI Architect · Location: · 701 Centre Ave, Fort Collins, CO 80526 · Job Type: Full Time · Job starts date : · 05/27/2024 · Job end date : · Full time · Required Skills: · • Has strong market access knowledge, understands payor cont ...
-
Senior Human Resources Manager
3 weeks ago
Colorado State University Fort Collins, United StatesPosition Type · Admin Professional/ Research Professional · Classification Title · Classification Title · Management I · Number of Vacancies · Work Hours/Week · Work Hours/Week · 40 · Proposed Annual Salary Range · Proposed Annual Salary Range · $115, ,000 · Employee Benefits ...
-
Senior Data Analytics Manager
2 weeks ago
Charter Global Fort Collins, United StatesJob Title: Senior Data Analytics Manager /BI Architect · Location: 701 Centre Ave, Fort Collins, CO 80526 · Job Type: Full Time · Job starts date : 05/27/2024 · Job end date : Full time · Required Skills: · • Has strong market access knowledge, understands payor contracts, pull t ...
Tax Manager/Senior Manager - Fort Collins, United States - Eide Bailly
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 itWhy 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 lunch and learns, socials, contests, outings and other events.
Typical Day in the LifeA typical day as a Tax Manager/Senior Manager might include the following:
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:
$100,000-$160,000
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.
We'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-HYBRID
Tax Manager/Senior Manager professionals in Fort Collins
-
melanie colbert
Costumer Service, Collection, Paralegal
-
Nathan Wallace
Data and Business Analyst
-
Alfredo Cisneros
User Experience and Interface Designer
-
Sophie Soward
Passionate former undergraduate researcher (2+years) and current district trainer pursuing opportuni ...
-
Cynthia Lohnes
Freelance Fine Art and Digital Illustration
-
Matthew Ruiz Diaz
Computer Science Graduate