- 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.
-
Warehouse Manager
2 weeks ago
AGC Denver, United StatesWarehouse Manager (m/w/d) page is loaded · Warehouse Manager (m/w/d) · Apply · locations · Heidelberg, Germany · time type · Full time · posted on · Posted 10 Days Ago · job requisition id · JR100230 · Our purpose is to bring hope to life by enabling life-changing ther ...
-
Manager, Automation Operations, NA
1 week ago
Vantage Data Centers Denver, United StatesÀ PROPOS DE VANTAGE DATA CENTERS · Vantage s'engage à être un lieu de travail d'inclusion, d'équité, de respect et d'acceptation. Nous célébrons la diversité et cherchons intentionnellement des occasions d'apprendre des expériences de chacun. · Vantage Data Centers alimente, re ...
-
Senior Project Manager Accounting SAP
3 days ago
BMW Group Denver, United StatesMit Leidenschaft fängt bei BMW alles an. Sie macht aus einem Beruf eine Berufung. Sie treibt uns an, Mobilität immer wieder neu zu erfinden und innovative Ideen auf die Straße zu bringen. Begeisterung für das gemeinsame Projekt macht aus einem Team eine feste Einheit, in der jede ...
-
Service Manager
6 days ago
Krell Consulting & Training, S.L. Denver, United StatesConstruye con nosotros tu carrera hacia el éxito · Krell Consulting · es una empresa joven y dinámica del sector de las Tecnologías de la Información. Nuestra misión es aportar a nuestros clientes soluciones de negocio completas, competitivas y de calidad, tanto en la externali ...
-
Office Manager
4 days ago
Rich Lyon - State Farm Agent Denver, United States**Position Overview** · Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you State Farm agents market only State Farm insurance and fina ...
-
IT Application Manager
1 week ago
Apex Solutions De Queen, United StatesYou have first practical experience and good knowledge in Microsoft technologies and applications, especially in customization and operation (SharePoint or Microsoft 365 or .NET)? Are you interested in change and new technologies? · We invite you to actively and responsibly shape ...
-
Software Engineering Manager
1 week ago
DISH Denver, United States Full timeCompany Summary · DISH, an EchoStar Company, has been reimagining the future of connectivity for more than 40 years. Our business reach spans satellite television service, live-streaming and on-demand programming, smart home installation services, mobile plans and products, and n ...
-
Senior Tax Accounting Manager
1 week ago
DISH Englewood, United States Full timeCompany Summary · DISH, an EchoStar Company, has been reimagining the future of connectivity for more than 40 years. Our business reach spans satellite television service, live-streaming and on-demand programming, smart home installation services, mobile plans and products, and n ...
-
Quantum Ventures Denver, United States"The door is open - even more so, the heart" · The Reisach Clinics, acute clinics for psychosomatic medicine and psychotherapy, are a privately owned family business with two locations in the Denver area. We offer you a workplace where not only your professional competence counts ...
-
Senior Strategic Sourcing Manager
1 week ago
DISH Englewood, United States Full timeCompany Summary · DISH, an EchoStar Company, has been reimagining the future of connectivity for more than 40 years. Our business reach spans satellite television service, live-streaming and on-demand programming, smart home installation services, mobile plans and products, and n ...
-
Collection Manager
1 week ago
Allfashion Brands Denver, United StatesLe Groupe DE.M.CO cherche à enrichir son équipe de mode en recrutant un(e) Collection Manager, dynamique et créatif(ve), spécialisé(e) dans tout type de maille. Votre mission principale sera de piloter la création et le développement de collections de prêt-à-porter innovantes et ...
-
Business Management Manager
21 hours ago
Northrop Grumman Commerce, United States**Requisition ID: R **: · - ** Category**: Business Management · - **Location**: Commerce, California, United States of America · - **Clearance Type**: None · - **Telecommute**: No · - Teleworking not available for this position · - **Shift**: 1st Shift (United States of America) ...
-
Business Management Manager
1 week ago
Northrop Grumman Commerce, United States**Requisition ID**:R **: · - ** Category**: Business Management · - ** Location**: Commerce, California, United States of America · - ** Clearance Type**: None · - ** Telecommute**: No · - Teleworking not available for this position · - ** Shift**: 1st Shift (United States of Ame ...
-
Occupational Therapy Manager
2 weeks ago
NovaWorks Colorado City, CO, United States FreelanceThe **Children's Clinic Schömberg** is offering a position for you as **Director of Occupational Therapy (m/f/d)** in an interdisciplinary team with over 150 employees, starting on April 1, 2024. · Full-time or part-time (minimum 80%), permanent position. · Take on the leadership ...
-
SAP Project Manager
1 week ago
SilverLinx Denver, United StatesCompetent, personal, and proactive - that's top itservices AG. We provide comprehensive IT project consulting for companies and support them through the professional placement of specialists and executives. Whether for permanent positions, projects, or temporary roles, we are her ...
-
Contract Management Clerk
1 week ago
Omega Innovations The Plains, United StatesFor our Shared Service Center in Munich, we are currently looking for a Contract Management Clerk (m/f/d) in full-time to start as soon as possible. The position is initially limited to 2 years. · Bonnier is a traditional, international media group with a turnover of around two b ...
-
Management of Accounting and Taxes
1 week ago
Velocity Enterprises Denver, United StatesPosition: Head of Accounting and Tax (m/f/d) for a medium-sized market leader in Denver · Job ID: 196 · Location: Nuremberg Region · Working hours: hours per week · We are currently seeking a Head of Accounting and Tax (m/f/d) for our client, a medium-sized traditional company lo ...
-
Logistics Operations Manager
1 week ago
Aurora Ventures De Queen, United StatesThe family-owned FRICKE Group has evolved from a traditional agricultural machinery dealer to a successful international dealer for agricultural machinery, garden technology, commercial vehicles and spare parts over the course of its 100-year history. With 3,471 employees spread ...
-
Branch Manager
1 week ago
GRUBER Logistics GmbH Denver, United StatesPer la nostra filiale a · Lainate, in provincia di Milano , ricerchiamo un · Branch Manager (m/f/d) · Principali responsabilità: · Gestione operativa e coordinamento della filiale a Lainate e degli uffici a Paderno Dugnano ed Erba (CO) che offrono il servizio di LTL groupage, ...
-
Accounting Manager
2 days ago
Stellantis Financial Services Denver, United StatesStellantis Financial Services ist der starke Finanzpartner an der Seite von Stellantis. Mit unseren attraktiven Finanzierungs-, Leasing- und Versicherungsangeboten für alle Stellantis-Marken erhalten unsere Kundinnen und Kunden – ob privat oder gewerblich – die passende Lösung, u ...
Tax Manager/Senior Manager - Denver, United States - Eide Bailly
Description
Overview:
Who We Are
Eide 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 it
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 lunch and learns, socials, contests, outings and other events.
Responsibilities:Typical Day in the Life
A typical day as a Tax Manager/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: $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.
What to Expect Next
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