Estate & Gift Tax Manager — Wealth Transition (Hybrid)

Eide Bailly; Fargo (ND); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Generous paid time off

Medical, dental, and vision insurance

401(k) profit sharing

Life and disability insurance

Education assistance

Certification incentives

Referral program

Job summary

Eide Bailly is seeking a Tax Manager to advise clients on wealth transition, estate planning, and tax strategies. You will review complex documents, perform technical research, and lead a team supporting individual and corporate trusts.

The role emphasizes client management, business development, and cross‑functional collaboration. Ideal candidates hold a CPA or EA, have 5+ years in public accounting, and can work in a hybrid in‑office model across locations including Fargo.

Qualifications

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

Responsibilities

• Interpret and review estate and business succession planning documents.
• Conduct technical research on estate planning and compliance for internal clients.
• Assist clients with varying levels of estate planning knowledge.
• Assess tax situations to maximize benefits for individuals and estates.
• Implement planning processes based on cash flow projections and distributions.
• Manage client relationships and provide value for the client experience.
• Assist in marketing materials and webinars for training.

Skills

CPA license

EA certification

5+ years experience

Estate planning

Transfer tax

Flow-through entities

Private foundations

Communication skills

Business development

Education

Bachelor's degree in Accounting

Job description

Eide Bailly is seeking a Tax Manager to advise clients on wealth transition, estate planning, and tax strategies. You will review complex documents, perform technical research, and lead a team supporting individual and corporate trusts.

The role emphasizes client management, business development, and cross‑functional collaboration. Ideal candidates hold a CPA or EA, have 5+ years in public accounting, and can work in a hybrid in‑office model across locations including Fargo.