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Tax Senior Manager - Torrance, CA, United States - Eide Bailly
Description
Tax Senior Manager - Gift, Trust, & Estate Tax - Remote EligibleTax Services
Full-Time
Remote / Hybrid / In-Office
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.
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.
As a Tax Senior Manager you will be responsible for working with clients to assist them with the transition of wealth from one generation to the next.
A typical day as a Tax Senior Manager might include the following: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.Working with the firm Wealth Transition Services team on various projects.
You have a Bachelor's degree in Accounting and an active CPA license.
You have 7 or more years of experience in public accounting tax work including experience with gift, trust and estate tax returns.
You have expertise in transfer tax and estate planning.You may have experience with flow-through entities and private foundations.
You have experience developing business and networking.
Must be authorized to work in the United States now or in the future without visa sponsorship.
Eide Bailly complies with all local/state regulations regarding displaying salary ranges.
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.
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.
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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