Tax Manager - Gift, Trust & Estate Tax

Tax Manager - Gift, Trust & Estate Tax

Location:

Aberdeen, SD;
Sioux Falls, SD;
Omaha, NE;
Fargo, ND;
Des Moines, IA

Work Arrangement:
In-office or Hybrid

• Interpreting and reviewing various legal documents related to estate and business succession planning.
• Technical research on estate planning and compliance matters for internal clients.
• Assisting clients who 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.
• 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.
• Participating in business development activities.
• Working with the firm Wealth Transition Services team on various projects.

• Bachelor's degree in Accounting
• Active CPA license or Enrolled Agent (EA) certification
• 5+ years experience in public accounting or related field focusing on individual clients and corporate trust companies
• Excellent communicator – verbal and written communication skills outstanding
• Expertise in transfer tax and estate planning
• Experience with flow-through entities and private foundations
• Excellent at managing multiple priorities and always meeting deadlines
• Experience developing business and networking

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

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.

We'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.

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.