Tax Manager - Gift Trust and Estate

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

Responsibilities

As a Tax Manager you will be responsible for working with clients to assist them with the transition of wealth from one generation to the next. A typical day as a Tax Manager might include the following:

• Reviewing gift, estate and fiduciary tax returns.
• Working with staff to ensure gift, estate and fiduciary tax returns are completed correctly by required deadlines and under firm processes.
• Coaching and mentoring staff.
• Interpreting and reviewing various legal documents in relation to estate and business succession planning.
• Assisting clients who may have varied levels of estate planning knowledge.
• Looking at the tax situation of the individual and their estate from various angles to ensure the maximum tax benefit is applied.
• Implementing the planning process to create plans based on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow.
• Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience.
• Working with the firm Wealth Transition Services team on various projects.

Location: Minneapolis, MN

Work Arrangement: In-office, or Hybrid

Typical Day in the Life

As a Tax Manager you will be responsible for working with clients to assist them with the transition of wealth from one generation to the next. A typical day as a Tax Manager might include the following:

• Reviewing gift, estate and fiduciary tax returns.
• Working with staff to ensure gift, estate and fiduciary tax returns are completed correctly by required deadlines and under firm processes.
• Coaching and mentoring staff.
• Interpreting and reviewing various legal documents in relation to estate and business succession planning.
• Assisting clients who may have varied levels of estate planning knowledge.
• Looking at the tax situation of the individual and their estate from various angles to ensure the maximum tax benefit is applied.
• Implementing the planning process to create plans based on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow.
• Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience.
• Participating in business development activities.
• Working with the firm Wealth Transition Services team on various projects.

Who You Are

• You have a Bachelor's degree in Accounting, an active CPA license, or Enrolled Agent (EA) certification.
• You have 5 or more years of experience in public accounting tax work including experience with gift, trust and estate tax returns.
• You have expertise in transfer tax and estate planning.
• You may have experience with flow-through entities and private foundations.
• You are an excellent communicator -- your verbal and written communication skills are outstanding.
• You are a multi-tasking master and there is never a deadline you can't meet.
• You have experience developing business and networking.

Must be authorized to work in the United States now or in the future without visa sponsorship

Making an Impact Together

People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly.

Compensation

$109,000 - $136,000 Annually. Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.

Benefits

• generous paid time off
• comprehensive medical
• dental
• vision insurance
• 401(k) profit sharing
• life and disability insurance
• lifestyle spending account
• certification incentives
• education assistance
• a referral program

Eide Bailly is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.