Estate & Gift Tax Manager - CPA/EA, Hybrid

Colorado Railroad Museum; South Dakota; Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Generous paid time off

Medical, dental, and vision insurance

401(k) profit sharing

Life and disability insurance

Certification incentives

Education assistance

Referral program

Lifestyle spending account

Job summary

Eide Bailly is seeking a Tax Manager to work with clients on wealth transition planning, estate and trust compliance, and related tax strategies. You will interpret documents, conduct technical research, prepare fiduciary tax returns, and mentor staff within a collaborative, growth‑oriented firm.

The role emphasizes client relationship management, cross‑functional teamwork, and opportunities to contribute to business development and educational programs.

Qualifications

• Bachelor's degree in Accounting required.
• Active CPA license or Enrolled Agent (EA) certification.
• 5+ years of public accounting or related field with focus on individual clients and corporate trust companies.

Responsibilities

• Interpret and review estate and business succession planning documents.
• Conduct technical research on estate planning and compliance matters.
• Prepare and review gift, estate and fiduciary tax returns.
• Coach and mentor staff; assist in business development activities.
• Manage client relationships and participate in marketing materials and trainings.

Skills

Estate planning

Transfer tax

Communication

Time management

Networking / business development

Public accounting experience

Education

Bachelor's degree in Accounting

CPA license

Enrolled Agent (EA) certification

Job description

Eide Bailly is seeking a Tax Manager to work with clients on wealth transition planning, estate and trust compliance, and related tax strategies. You will interpret documents, conduct technical research, prepare fiduciary tax returns, and mentor staff within a collaborative, growth‑oriented firm.

The role emphasizes client relationship management, cross‑functional teamwork, and opportunities to contribute to business development and educational programs.