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Wealth Transition Services Manager/Senior Manager - Ogden, Ut

Quick Facts
Company Name:Eide Bailly
Location:Ogden, Ut
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Description

Job you will doTypical Day in the LifeA typical day as a Wealth Transition Services Manager/Senior Manager in Salt Lake City, UT might include the following: 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. 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 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 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. Must be authorized to work in the United States permanently without the requirement of sponsorship at any point in the future. What to Expect NextWe'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.

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