Tax Manager High Net Worth Tax

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 Bachelors 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 industrys regulations and policies.
• You are an excellent communicator -- your verbal and written communication skills are outstanding.
• You have experience developing business and networking.

Must be authorized to work in the United States now or in the future without visa sponsorship.

Making an Impact Together

People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly weve built a collaborative workplace based on integrity authenticity and support for one another. Youll find opportunities for education and career growth a team dedicated to your success and benefits that put your familys needs first.Hear what our employees have to say about working at Eide Bailly.

Compensation:

Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography experience education skills and internal equity.

Benefits

Beyond base compensation 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.

Next Steps

Well 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 the meantime we encourage you to learn more about us 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

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