Tax Senior Manager - Gift, Trust & Estate Tax

Responsibilities

As a Senior Tax Manager, you will be responsible for working with clients to assist them with the transition of wealth from one generation to the next. A typical day might include:

• Reviewing gift, estate and fiduciary tax returns.
• Ensuring gift, estate and fiduciary tax returns are completed correctly by required deadlines and under firm processes.
• Coaching and mentoring staff.
• Interpreting and reviewing various legal documents in relation to estate and business succession planning.
• Assisting clients with varying levels of estate planning knowledge.
• Looking at the tax situation from various angles to ensure the maximum benefit is applied.
• Implementing the planning process to create plans based on cash flow projections, distribution of income, business succession, estate preservation and plan flow.
• Managing client relationships internally and externally by proactively seeking solutions that add value.
• Participating in business development activities.
• Working with the firm Wealth Transition Services team on various projects.

• You have a Bachelor's degree in Accounting.
• You possess an active CPA license or Enrolled Agent (EA) certification.
• You have 7+ years of experience in public accounting or a related field focusing on individual clients and corporate trust companies.
• You are an excellent communicator, with outstanding verbal and written communication skills.
• You have expertise in transfer tax and estate planning.
• You have experience with flow-through entities and private foundations.
• You excel at managing multiple priorities and consistently meet deadlines.
• You have experience developing business and networking opportunities.

Minneapolis, MN

In‑office or Hybrid

$122,000 - $170,000 annually. Compensation is competitive and equitable, considering geography, experience, education, skills, and internal equity.

Eide Bailly offers generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, a lifestyle spending account, certification incentives, education assistance, and a referral program.

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.