Estate & Gift Tax Manager — Wealth Transition (Hybrid)

Eide Bailly; Minneapolis (MN); Hybrid; USD 109,000 - 136,000; Full time

Benefits offered by this job

Generous paid time off

Comprehensive medical

Dental insurance

Vision insurance

401(k) profit sharing

Life and disability insurance

Education assistance

Certification incentives

Referral program

Job summary

Eide Bailly in Minneapolis, MN seeks a Tax Manager to guide estate and transfer tax planning for clients, coordinating with staff to ensure timely, accurate returns and thoughtful wealth transition strategies. You will mentor team members, review gift, estate, and fiduciary returns, interpret legal documents, and collaborate with Wealth Transition Services to add value for clients.

Must be licensed CPA or EA, with 5+ years in public accounting tax, strong communication, and business development

Qualifications

• Bachelor's degree in Accounting is required.
• CPA license or Enrolled Agent certification preferred.
• 5+ years of public accounting tax experience, including gift, trust, and estate tax returns.
• Expertise in transfer tax and estate planning, with knowledge of flow-through entities and foundations.

Responsibilities

• Review gift, estate and fiduciary tax returns.
• Mentor and coach staff to meet deadlines and maintain quality.
• Interpret and review legal documents related to estate planning and business succession.
• Assist clients with varying levels of estate planning knowledge and maximize tax benefits.
• Support client relationships and seek value-adding solutions with Wealth Transition Services.

Skills

Communication skills

Multi-tasking

Networking

Education

Bachelor's degree in Accounting

CPA or EA certification

Job description

Eide Bailly in Minneapolis, MN seeks a Tax Manager to guide estate and transfer tax planning for clients, coordinating with staff to ensure timely, accurate returns and thoughtful wealth transition strategies. You will mentor team members, review gift, estate, and fiduciary returns, interpret legal documents, and collaborate with Wealth Transition Services to add value for clients.

Must be licensed CPA or EA, with 5+ years in public accounting tax, strong communication, and business development