Tax Senior Manager - Gift Trust and Estate

Responsibilities

• 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.
• Interpreting and reviewing various legal documents in relation to estate and business succession planning.
• 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.
• Participating in business development activities.
• Working with the firm Wealth Transition Services team on various projects.

Location:

Sioux Falls, SD

Work Arrangement:
In‑office, or Hybrid

• You have a Bachelor's degree in Accounting, an active CPA license, or Enrolled Agent (EA) certification.
• You have 7 or more years of experience in public accounting tax work including experience with gift, trust and estate tax returns.
• You have expertise in transfer tax and estate planning.
• You may have experience with flow-through entities and private foundations.
• You are an excellent communicator—your verbal and written communication skills are outstanding.
• You are a multi‑tasking master and there is never a deadline you can't meet.
• You have experience developing business and networking.

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

• 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

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.