Estate & Gift Tax Manager — Wealth Transition Specialist

Eide Bailly; Omaha (NE); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Generous paid time off

Medical, dental & vision insurance

401(k) profit sharing

Education assistance

Job summary

Eide Bailly in Omaha, NE seeks a Tax Manager to lead complex estate and wealth transition planning for high-net-worth clients, coordinating with our Wealth Transition Services team. You will interpret legal documents, perform technical research, and guide clients through sophisticated estate strategies.

Responsibilities include preparing fiduciary returns, mentoring staff, and driving business development while ensuring compliance and timely delivery of services.

Qualifications

• Bachelor's degree in Accounting.
• Active CPA or Enrolled Agent certification.
• 5+ years of experience in public accounting or related field focusing on individual clients and corporate trusts.
• Excellent verbal and written communication; able to present to groups on wealth transfer topics.
• Expertise in transfer tax and estate planning.
• Experience with flow-through entities and private foundations.
• Ability to manage multiple priorities and meet deadlines.
• Experience developing business and networking.

Responsibilities

• Interpreting and reviewing legal documents related to estate and business succession planning.
• Technical research on estate planning and compliance matters for internal clients.
• Assisting clients with varied levels of estate planning knowledge.
• Assessing the tax situation of individuals and their estates to maximize tax benefits.
• Implementing planning processes for cash flow projections, distributions, business succession, and estate preservation.
• Managing client relationships internally and externally, proactively adding value.
• Assisting in marketing materials and webinar trainings.
• Preparing and reviewing gift, estate and fiduciary tax returns.
• Ensuring returns are completed correctly by deadlines and under firm processes.
• Coaching and mentoring staff.
• Participating in business development activities.
• Collaborating with Wealth Transition Services on various projects.

Skills

Communication

Estate planning

Tax knowledge

Leadership

Education

Bachelor's degree in Accounting

Job description

Eide Bailly in Omaha, NE seeks a Tax Manager to lead complex estate and wealth transition planning for high-net-worth clients, coordinating with our Wealth Transition Services team. You will interpret legal documents, perform technical research, and guide clients through sophisticated estate strategies.

Responsibilities include preparing fiduciary returns, mentoring staff, and driving business development while ensuring compliance and timely delivery of services.