Manager · National
Eide Bailly LLP · Phoenix, Arizona · Hybrid
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Prepare and review complex individual, fiduciary, trust, estate and related tax returns and advise high net worth clients on wealth transition.
Worth knowing: Must have active CPA license law degree or EA certification
Employer: Eide Bailly LLP Job title: Tax Manager - High Net Worth Tax Location: Phoenix, Arizona Type: FULL_TIME Location: Irvine, CA Work Arrangement: In-office, Hybrid Typical Day in the Life As a Tax Manager in our high-net-worth tax practice, you will be responsible for working with individual tax clients to assist them with the transition of wealth from one generation to the next. A typical day as a Tax Manager might include the following: Preparing and reviewing highly complex tax returns including individual, fiduciary, corporate, partnership, and non-profit tax returns by required deadlines. Looking at the tax situation of the individual, their trusts, and their estate from various angles to ensure the maximum tax benefit is applied. Working with staff to ensure tax returns are completed correctly by required deadlines and under firm processes. Working with clients to create wealth transition plans based on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow. Interpreting and reviewing various legal documents in relation to estate and business succession planning. Performing technical research on individual, trust and estate planning and compliance matters for clients. Advising and coaching team members and providing consistent recognition and encouragement to team members. Managing client relationships by proactively seeking solutions that add value to the client experience. Supporting business development efforts by identifying prospective clients, preparing proposals and engagement materials, conducting industry research, and representing the firm at networking events and industry functions. Who You Are You have a Bachelor's degree in Accounting and an active CPA license, law degree, or Enrolled Agent (EA) certification. You have 5+ years of experience in public accounting tax work including experience working with individual, fiduciary, gift and estate tax returns. You have a well-rounded knowledge of tax accounting principles and IRS regulations. You have expertise in individual income tax and estate tax planning. You may have experience with flow-through entities and private foundations. You enjoy keeping up-to-date on the ever-changing tax industry's regulations and policies. You are an excellent communicator -- your verbal and written communication skills are outstanding.
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