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Eide Bailly LLP

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Wealth Transition Services Tax Manager

TaxTaxFull TimeRemoteLeadTeam 1,001-5,000

Location

United States

Posted

31 days ago

Salary

$105K - $180K / year

Seniority

Lead

Bachelor Degree

Job Description

Wealth Transition Services Tax Manager

Eide Bailly LLP

Role Description A typical day as a Wealth Transition Services Tax Manager might include the following: - Advising and consulting on the estate planning process to create plans based from the tax perspective 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. - Providing tax planning and consulting services to the firm’s high net worth and ultra-high net worth clients. - Conducting technical research on estate, gift, GST, tax planning, and compliance matters for internal clients. - Analyzing the tax situation of individuals and their estates/trusts from various angles to ensure maximum tax benefits are applied. - Assisting clients with varied levels of estate planning knowledge. - Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience. - Business development and billing responsibility. - Assisting in the preparation of marketing materials and presentation of internal and external webinar trainings. - Coaching and mentoring staff. - Working with the firm Wealth Transition Services team on various projects. Qualifications - Bachelor's degree in Accounting. - Active CPA license, Enrolled Agent license, or JD/LLM (taxation). - 4-8 years of experience in tax planning and estate planning in public accounting, law firms, or a related field. - Excellent verbal and written communication skills. - Ability to lead and coordinate large estate/gift/GST tax planning engagements across the firm. - Strong multi-tasking abilities and ability to meet deadlines. - Experience in developing business and networking. - Authorized to work in the United States now or in the future without visa sponsorship. Benefits - 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. - Referral program.

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Role Description The Tax Supervisor performs tax related duties at the professional level to ensure effective and efficient delivery of quality tax services relating to the day-to-day operations of the department. The Tax Supervisor works to develop leading abilities through supervisory assignments and tasks in assisting staff accountants. The Tax Supervisor is responsible for preparing and analyzing tax records and reports; processes local, state, and federal tax returns and prepares claims for tax refunds; assists in completing statistical and financial reports as requested; maintains tax records and prepares miscellaneous tax studies, reconciliations, journal entries, and records. The Tax Supervisor keeps managers informed of area activities and significant problems. What You’ll Do - Attains specialized knowledge in at least 1 area of individual or business taxation - Reviews and preparation of individual and business taxes (1040, 1041, 1120, 1120S, and 1065) - Uses research tools as appropriate to answer questions during tax planning assignments and return prep review - Identifies tax situations with potential planning opportunities and makes informed recommendations to the responsible person - Prepares supporting work papers as assigned - May assist in representing client during tax exams - Maintains work papers and contemporaneous records of client contacts - May participate in client meetings; contacts clients for additional information or clarification as needed - Supervises and mentors other tax accountants for their skill and expertise development Qualifications - General knowledge of payroll tax issues that may impact assigned clients - Detailed knowledge of property taxes, excise taxes applicable to assigned clients - Familiar with general bookkeeping packages (Peachtree and/or QuickBooks) - Proficient with Profx - Proficient with AuditVision/linking techniques - Demonstrates organizational skills, proven interpersonal skills; able to provide complex confidential administrative support with tact and diplomacy Requirements - Bachelor’s degree in accounting or finance - A minimum of three years work experience in public accounting - Experience with the supervision and mentoring of other accountants - Specialized knowledge in at least one area of estate, gift or trust taxation (preferred) Benefits - Competitive Compensation - Salary range: $83,000-$95,000 - Final offer based on location, experience, skills, licensure, and business need - Pay transparency is central to our commitment to equity and fairness - Comprehensive Benefits - Medical, Dental, Vision, Life, AD&D, and Disability Insurance - HSA and FSA options - 401(k) with employer match - Wellness & Time Off - Monthly wellness reimbursements (e.g., gym, health apps, training) - Flexible PTO, Paid Sick Time, and 10 paid holidays - Growth & Development - Access to REDW’s Spiirall learning platform - Support for credentialing and licensure exams - Personalized development resources and longevity awards - Remote Work Support - Annual $150 work-from-home gear allowance - Essential technology and tools provided - Inclusive, Award-Winning Culture - Recognized for excellence in Compensation, Remote Work, and Training - Committed to diversity, equity, and inclusion in all we do

United States
$83K - $95K / year
State of Washington logo

Public Benefits Specialist 3 - Tax Credit Administration Unit

State of Washington

Founded in 1889, the State of Washington was the 42nd American territory to be admitted to the United States. Located in the Pacific Northwest, Washington is si

Tax31 days ago

Title: Public Benefits Specialist 3 - Tax Credit Administration Unit Location: Tumwater United States Job Description: The Working Families Tax Credit division is hiring a Public Benefits Specialist 3 in Tumwater, WA. This position serves as a point of contact for the Working Families Tax Credit in the Tax Credit Administration Unit. The Tax Credit Administration Unit's main function is reviewing and processing Working Families Tax Credit (WFTC) applications to ensure applicants receive the correct refund amount. While this is not a position in our call center, our team regularly supports the WFTC call center during peak hours. They are also dedicated to educating and providing guidance to applicants regarding the criteria for the benefit. Revenue is a dynamic learning organization where you will experience a remarkable work-life balance, with amazing leadership and talented co-workers ready and focused to achieve the agency's goals. We value diverse perspectives and life experiences. We employ and serve people of all backgrounds including people of color, immigrants, refugees, LGBTQ+, people with disabilities, and veterans. This unique culture of respect promotes a professional family of cohesive groups maximizing potential through opportunity. We offer a generous benefits package that includes defined benefit retirement plans; health, dental and vision coverage, deferred compensation plans, and as a public service employee, you may also be eligible for student loan forgiveness. Visit these links to watch our recruitment video to find out more about our agency and see what our employees say about why Revenue is a great place to work. We invite you to review the opportunity details below and forward this message to others you feel may be qualified.This position will: - Provide direct customer service on the phone and/or in person for all customers. - Determine eligibility for WFTC by processing applications, verifying supporting evidence, and obtaining necessary information from applicants and/or third parties. - Make final eligibility decisions based on the information obtained. - Process applications received over the counter, online applications, and applications received by mail. - Identifies applications that might be inaccurate and need validation through a desk examination. You may also have the opportunity to participate in continuing education and special projects. The required qualifications are key competencies that have been successfully demonstrated through experience or education. To join our team, you must possess the following knowledge, skills, abilities, and competencies: Continuous Learning & Adaptability Progressive experience engaging in ongoing training, staying current with program updates, and adapting to changing policies, processes, and workload needs within a dynamic work environment. Curious about themselves and others, they take responsibility for understanding their own strengths and weaknesses and use that learning to help make government programs and processes more efficient and effective for all who live in Washington. Eligibility Determination & Analytical Review Demonstrated ability to review, analyze, and verify applications, documents, and financial or tax-related information to determine eligibility for public benefits programs, including experience applying laws, rules, and policies to make independent decisions. Policy Interpretation & Application Progressive experience interpreting, applying, and explaining laws, rules, policies, and procedures-such as those governing WFTC or equivalent eligibility programs-to ensure accurate case processing and compliance. Customer Service & Client Support Demonstrates a proven ability to deliver empathetic, accurate, and responsive customer service to individuals from diverse backgrounds, including those with limited English proficiency, by clearly and respectfully explaining complex program requirements, processes, and decisions. Demonstrates the ability to remain flexible, adaptable, and strongly customer-service focused, responding with empathy to the unique needs of the people they work with and serve. Collaboration & Professional Interaction Proven ability to work collaboratively with coworkers, supervisors, management, community partners, and the public to accomplish unit goals, exchange information, and support team operations, demonstrating professionalism and tact in all interactions. Critical Thinking & Independent Judgment Proven ability to use critical thinking and independent judgment to identify inconsistencies, complete desk examinations, conduct background research, and analyze applicant history to ensure accuracy and compliance with program rules. Time Management & Workload Prioritization Demonstrated ability to manage a high-volume workload in a fast-paced, deadline-driven environment by effectively prioritizing tasks, handling interruptions, and returning to incomplete work while meeting service and processing expectations. The ability to take action to learn and grow: Curious about themselves and others, take responsibility for knowing their own strengths and weaknesses, and use their learning to make government programs and processes more efficient and effective to serve all in Washington. The ability to take action to meet the needs of others: Flexible, adaptable, customer-service focused, and willing and able to empathetically respond to the unique needs of the people they work with and serve. Uses an equity & inclusive approach: Actively seeks to understand and appreciate the diverse backgrounds, perspectives, and experiences of colleagues, customers, and communities. Encourages an inclusive culture where everyone feels valued and respected. Uses an equity lens that applies an objective perspective to daily work by considering impacts on the people we serve, particularly marginalized groups by actively identifying and removing inequitable barriers. Preference may be given to candidates who possess: - 9 months as Public Benefits Specialist 2 - Ability to interpret public laws and policies and the ability to make independent decisions. - Excellent oral and written communication skills. - Experience in customer services, including interacting with individuals with limited English proficiency. - Ability to work effectively in a fast-paced office to complete multiple assignments while meeting performance standards. A Bachelor's degree in social services, business administration, or a related field AND one year of experience examining/processing loan applications, medical insurance or rehabilitation claims, unemployment insurance claims, or a job providing staff support in financial eligibility determination, or in a job analyzing, verifying, and evaluating financial or tax data and information, OR An Associate's degree AND three years of experience examining/processing loan applications, medical insurance or rehabilitation claims, unemployment insurance claims, or a job providing staff support in financial eligibility determination, or in a job analyzing, verifying, and evaluating financial or tax data and information, Equivalent education/experience: Experience examining/processing loan applications, medical insurance or rehabilitation claims, unemployment insurance claims, or a job providing staff support in financial eligibility determination, or in a job analyzing, verifying, and evaluating financial data and information, will substitute year for year, for education experience. This position offers hybrid/flexible remote work, however the official duty station is Tumwater and the successful candidate must agree to travel to the office as operational needs dictate. Details of teleworking considerations can be addressed during the interview process. To be considered: - Complete the online application in detail. - Attach a current resume'. - Attach a letter of interest explaining your interest in the position and how you meet the qualifications listed. - Include three or more professional references with current contact information. To take advantage of Veteran's preference, please attach your DD-214, member 4 long form, or your NGB-22. Please blackout (redact) your social security number and date of birth before attachment. Questions? Hello, my name is Lance, and I will be assisting with this announcement. As a 20-year Department of Revenue employee, I understand the importance of finding a rewarding career with a work-life balance. At Revenue, we pride ourselves in connecting talented individuals with opportunity and would like to answer any questions you have. Prior to a new hire, a background check including criminal record history will be conducted. Information from the background check will not necessarily preclude employment but will be considered in determining the applicant's suitability and competence to perform in the position.

Washington
$4.3K - $5.8K / month
State of Washington logo

Excise Tax Examiner I and Excise Tax Examiner II, In-training

State of Washington

Founded in 1889, the State of Washington was the 42nd American territory to be admitted to the United States. Located in the Pacific Northwest, Washington is si

Tax31 days ago

Title: Excise Tax Examiner 1 and Excise Tax Examiner 2, In-training (Multiple Positions) Location: Tumwater United States Job Description: Salary $3,477.00 - $5,783.00 Monthly Location Thurston County – Tumwater, WA Job Type Full Time - Permanent Remote Employment Flexible/Hybrid Job Number 2026-094 Department Dept. of Revenue Division Taxpayer Account Administration Description he Department of Revenue, Taxpayer Account Administration (TAA) division in Tumwater, WA, is filling several Excise Tax Examiner (ETE) positions. We are hiring a couple of Excise Tax Examiner 1 positions, as well as offering the opportunity to join our Training Unit as an Excise Tax Examiner 2, In-training. Make a difference, join our team! Taxpayer Account Administration (TAA) is a division of Revenue that administers many programs including forest excise tax, fish tax, cigarette and other tobacco products taxes, local sales tax, tax incentives, and reseller permits. Additionally, the division is responsible for the distribution of state and local taxes, ensuring compliance with the Uniform Unclaimed Property Act, and returning unclaimed property (UCP) to the rightful owners. This is an opportunity to work with supportive teams: we value the open exchange of ideas and information, work together to solve problems, and continuously seek ways to enhance usability and improve customer service. At our core, TAA values above all: - Getting work done accurately. - Working efficiently. - Sharing new ideas. - Being kind. We believe the success of one is key to the success of all and strive to ensure a cooperative and supportive environment. You can expect: - Work that is challenging. - Enough tasks you will never run out of work to do. - Variance from day to day and the ability to do multiple activities each day. - Comprehensive paid training through your first year of employment. - Opportunity for growth and development. - Teleworking options and flexible work schedules. Revenue is a dynamic learning organization where you will experience a remarkable work-life balance, with amazing leadership and talented co-workers ready and focused to achieve the agency's goals. We value diverse perspectives and life experiences. We employ and serve people of all backgrounds including people of color, immigrants, refugees, LGBTQ+, people with disabilities, and veterans. This unique culture of respect promotes a professional family of cohesive groups maximizing potential through opportunity. We offer a generous benefits package that includes defined benefit retirement plans; health, dental and vision coverage, deferred compensation plans, and as a public service employee, you may also be eligible for student loan forgiveness. Visit these links to watch our recruitment video to find out more about our agency and see what our employees say about why Revenue is a great place to work. Duties Typical Work: At a Glance Excise Tax Examiner 1 Excise Tax Examiner 2 Fast-paced, high volume of work tasksDetailed tax analysis Mostly straightforward workChallenging work Utilize detailed proceduresUtilize detailed procedures that require additional research and decision making Quick tasksDetailed tasks requiring efficiency Use some judgment A good deal of judgment and "gray" areas used Responsibilities and Duties As an Excise Tax Examiner 1, you will serve as a first level examiner performing examination and accounting functions in support of the proper identification, assessment, collection, and distribution of excise taxes. This position supports essential return functions including processing: - Penalty waivers, - Uncashed refund requests, - Returned checks, - Nonresident refund requests. In addition to providing support to the division by examining a variety of tax accounts to ensure the proper laws and regulations are applied, this position will also provide support to specific tax programs. An Excise Tax Examiner 2, In-training analyzes state tax returns filed by businesses. They contact taxpayers to discuss problems on their returns and inform them if they have overpaid or underpaid. Examiners also allocate and distribute local taxes to the cities, counties, and other jurisdictions. Some of what you will do includes: - Evaluate business activities and records to determine tax liability. - Educate taxpayers, their representatives, and government entities. - Answer customer phone calls and reply to web messages regarding a variety of tax topics. - Use independent judgement to accomplish assignments. - Perform technical support of the Department’s electronic filing and payment applications. - Analyze and update taxpayer data based on Department reports and requests. - Research tax issues through the interpretation of tax laws, rules, and policies. - Communicate clearly and effectively in writing and verbally. Training Conclusion: - Excise Tax Examiner 1s finish their training and then stay in an ETE1 until they apply for the "In-training" position. - Excise Tax Examiner 2s - In-training are paid at the range of the Excise Tax Examiner 1 during training. Once they finish their training, they must meet graduation requirements of quality and quantity. Once they meet graduation requirements and complete their training plan, they promote to an Excise Tax Examiner 2. Additional Information: Interviews – Please be aware interviews may be conducted virtually using a webcam teleconferencing method or in person. Interviews will be conducted sometime between May 18th and June 10th. Telework – This position has the flexibility to work remotely most of the time, however the duty station is in Tumwater, Washington and the successful candidate must agree to travel to the office for key scheduled meetings or as operational needs dictate. During the training period, you can expect to come in to the office more frequently. On-the-job Training for Excise Tax Examiner 1 positions – Our training program provides virtual or in-person classroom training on core functions. Once fully trained on the basic functions (approximately 3 months) Tax Examiner 1’s will be assigned to a team in the division. The team performs the core functions taught in the training unit as well as team specific work. On-the-job Training for Excise Tax Examiner 2, In-training positions – Our training program provides virtual or in-person classroom trainings on excise tax laws and rules, Department of Revenue systems, tax programs, customer service skills, and account examination procedures and techniques. Once fully trained and graduation standards have been met, examiners are assigned to a team of experienced examiners. Each team in TAA performs the core functions of assisting taxpayers and reconciling accounts, in addition to administering one or more excise tax programs. Salary Excise Tax Examiner 1$3,477 - $4,632 Excise Tax Examiner 2, In-training$3,477 - $5,783 Excise Tax Examiner 2$4,299 - $5,783 Typical Work Schedule – 8:00am - 4:30pm Monday through Friday, flexible scheduling options are available after training is complete. Start Date – The positions listed in this job have an anticipated start date of July 1, 2026. Qualifications Candidates should identify specific interest in the Excise Tax Examiner 1, Excise Tax Examiner 2, In-training, OR Excise Tax Examiner 2. All candidates may be considered as an Excise Tax Examiner 1 or an Excise Tax Examiner 2, depending on qualifications. To qualify as an Permanent ETE 1: An individual applying for this position should have demonstrated the following competencies: Demonstrated ability to produce a high volume of accurate work in a fast-paced environment, including reviewing applications, processing nonresident refund requests, handling business requests, examining tax accounts, and resolving payment issues while maintaining accuracy and meeting deadlines. Proven ability to apply established procedures, guidelines, and statutory requirements to make independent determinations, such as approving or denying reseller permits, penalty waivers, refund requests, and account adjustments within delegated authority levels. Demonstrated skill in providing professional, customer-focused service through clear written and verbal communication, including explaining decisions, responding to inquiries, and educating taxpayers on reporting requirements. Demonstrated ability to use independent judgment to problem-solve when multiple appropriate actions may exist, including evaluating documentation, resolving unidentified payments, and determining the proper outcome for account situations. Proven ability to independently adapt to shifting work priorities and manage time effectively, ensuring timely completion of tasks across multiple tax programs, business requests, and examination activities. Demonstrated proficiency with information technology tools and systems used in tax administration, including spreadsheets, agency systems, electronic filing platforms, and document-creation tools used for reviewing accounts, processing requests, and preparing correspondence. Proven ability to work collaboratively with internal and external partners—such as other divisions and taxpayers—to resolve account discrepancies, verify information, and ensure accurate application of payments and refunds. Progressive experience interpreting and applying financial or tax-related information to identify account discrepancies, calculate refund amounts, apply payments, and ensure proper excise tax reporting and account setup. The ability to take action to learn and grow: Curious about themselves and others, take responsibility for knowing their own strengths and weaknesses, and use their learning to make government programs and processes more efficient and effective to serve all in Washington. The ability to take action to meet the needs of others: Flexible, adaptable, customer-service focused, and willing and able to empathetically respond to the unique needs of the people they work with and serve. Uses an equity & inclusive approach: Actively seeks to understand and appreciate the diverse backgrounds, perspectives, and experiences of colleagues, customers, and communities. Encourages an inclusive culture where everyone feels valued and respected. Uses an equity lens that applies an objective perspective to daily work by considering impacts on the people we serve, particularly marginalized groups by actively identifying and removing inequitable barriers. To qualify as an ETE2 in-training (ETE1 while in Training) An individual applying for this position should have demonstrated the following competencies: Demonstrated ability to conduct full-scope financial examinations of tax returns, business records, audit reports, and assessments, applying Washington excise tax laws, rules, and policies to determine accurate tax liability and taxpayer compliance. Demonstrated ability to perform research and analytical review of taxpayer accounts, including background research, industry-specific issue analysis, verification of reporting classifications, historical account review, and preparation of audit-related adjustments. Proven ability to interpret and apply complex tax statutes, administrative rules, and Department policies, including the ability to analyze ambiguous situations, evaluate all available information, and use sound judgment to determine the appropriate course of action. Proven ability to manage workload effectively in a fast-paced environment, meeting established timelines, self-assigning work items, and responding promptly to internal and external inquiries. Demonstrated knowledge and skill in using Department of Revenue systems and applications, including accurate navigation of ATLAS, My DOR, and related tools to research accounts, process adjustments, self-assign work items, and resolve taxpayer inquiries. Progressive experience providing effective customer service and technical guidance to taxpayers, representatives, and internal partners, including drafting clear written correspondence, explaining taxability and reporting requirements, and assisting with electronic filing and payment issues while maintaining confidentiality standards. Proven ability to prepare accurate and professionally written determinations, notices, and account actions, such as credit/debit notices, amended assessments, Administrative Review responses, and other technical documents requiring clarity, accuracy, and legal supportability. Demonstrated critical-thinking and independent decision-making skills within established authority levels, including the ability to evaluate incomplete or conflicting information and resolve complex tax issues under general supervision. Demonstrated ability to work collaboratively and maintain effective working relationships with taxpayers, colleagues, other divisions, and external entities to resolve account matters and support unit and division goals. Demonstrated adaptability and commitment to continuous learning, including participating in special projects, contributing to process improvements, engaging in training opportunities, and supporting initiatives that enhance unit operations. Proven ability to independently adapt to shifting work priorities and manage time effectively, ensuring timely completion of tasks across multiple tax programs, business requests, and examination activities. To qualify as an ETE 2: An individual applying for this position should demonstrate all of the competencies of an ETE2 in training and have also demonstrated the following competencies: Knowledge and Application of Excise Tax Examiner 1 functions, including processing: - Penalty waivers. - Stale dated refunds. - Returned refund warrants. - Reseller permit applications. - Nonresident refunds. - Frequency Change requests. - Litter Tax. Desired Qualifications: Additional experience and/or education: - One year as an Excise Tax Examiner 1. - A Bachelor's degree involving major study in business or public administration or closely allied field and one year of accounting, auditing, bookkeeping, banking, compliance, or tax administration experience. - Four years of professional experience in accounting, auditing, bookkeeping, banking, compliance, or tax administration. - 6 semester (9 quarter) hours of accounting, business law, money and banking, or finance coursework. - understanding and application of Washington State Excise Tax laws and rules. Demonstration the following competencies at a basic level: - Leadership, which includes promoting cooperation and communication within groups and shared ownership of goals. Also includes helping others grow and develop. Other knowledge desired: - Understanding of the legislative process. How to apply - Complete an online application to include three professional references. - Attach a cover letter explaining how you meet the qualifications listed. - Attach your resume. - Complete the supplemental questionnaire. *Note - Incomplete applications and applications received without requested attachments may be disqualified.* To take advantage of Veteran's preference, please attach your DD-214, member 4 long form, or your NGB-22. Please blackout your social security number and date of birth before attaching. Questions? Hello, my name is Lance, and I will be assisting with this announcement. As a 20-year Department of Revenue employee, I understand the importance of finding a rewarding career with a work-life balance. At Revenue, we pride ourselves in connecting talented individuals with opportunity and would like to answer any questions you have. Please contact any part of the Staffing team at Jobs@dor.wa.gov or give me a call (360) 704-5725. Supplemental Information Human Resources may use referrals from this recruitment to help fill future similar vacancies for up to six months. Prior to a new hire, a background check including criminal record history may be conducted. Information from the background check will not necessarily preclude employment but will be considered in determining the applicant's suitability and competence to perform in the position. These positions are covered by a collective bargaining agreement between the Department of Revenue and the Washington Public Employees Association (WPEA). The Department of Revenue is proud to be an equal opportunity employer. We embrace diversity and offer a respectful, inclusive culture for people with disabilities, as well as members of all protected groups and statuses. We encourage you to apply.

Washington
$3.5K - $5.8K / year
Revel CPA | The Creatives' CPA logo

Principal CPA, Director of Tax

Revel CPA | The Creatives' CPA

We are The Creatives' CPA 🔸 Accounting wasn't designed with you in mind. But we are.

Tax32 days ago
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• Maintaining strong client relationships • Leading and mentoring the tax team • Preparing personal and corporate tax planning documents • Developing and monitoring key performance indicators (KPIs) • Creating tax projections and scenario modeling

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