Estate & Gift Tax Manager | Wealth Transition

Colorado Railroad Museum; Sioux Falls (SD); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Generous paid time off

Comprehensive medical, dental, and vision insurance

401(k) profit sharing

Education assistance

Job summary

A prominent accounting firm is looking for a Tax Manager based in Sioux Falls, SD. This role involves working with clients on wealth transition planning, preparing tax returns, and managing client relationships. The ideal candidate will possess a Bachelor's degree in Accounting, an active CPA license or EA certification, and over five years of experience in public accounting. The firm values a collaborative culture and offers comprehensive benefits including generous paid time off, medical insurance, and investment opportunities.

Qualifications

• 5+ years of experience in public accounting or related field focused on individual clients and corporate trust companies.
• Excellent verbal and written communication skills for interacting with diverse clients.
• Experience developing business and networking.

Responsibilities

• Interpret and review legal documents related to estate and business succession.
• Conduct technical research on estate planning and compliance.
• Prepare and review gift, estate, and fiduciary tax returns.

Skills

Communication skills

Expertise in transfer tax

Business development

Time management

Education

Bachelor's degree in Accounting

CPA license or Enrolled Agent (EA) certification

Job description

A prominent accounting firm is looking for a Tax Manager based in Sioux Falls, SD. This role involves working with clients on wealth transition planning, preparing tax returns, and managing client relationships. The ideal candidate will possess a Bachelor's degree in Accounting, an active CPA license or EA certification, and over five years of experience in public accounting. The firm values a collaborative culture and offers comprehensive benefits including generous paid time off, medical insurance, and investment opportunities.