Wealth Transition Services Manager/Senior Manager

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.

Typical Day in the Life

A typical day as a Wealth Transition Services Manager/Senior Manager might include the following:

Reviewing fiduciary, gift, and estate tax returns.
• Working with staff to ensure fiduciary, gift, and estate 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.
• 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.

Who You Are

• 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.
• 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 or law degree (preferred) 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.