Tax Manager - Gift Trust and Estate

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

Job summary

Eide Bailly LLP in Minneapolis, MN is seeking a Tax Manager to guide high net worth clients through wealth transfer planning, review gift and estate tax returns, and mentor staff. You will collaborate with the Wealth Transition Services team and participate in business development.

Applicants should have a Bachelor's in Accounting, a CPA or EA, and 5+ years of public tax experience with expertise in transfer tax and estate planning.

Qualifications

• Bachelor's degree in Accounting and CPA or EA certification.
• 5+ years in public accounting tax work including gift, trust and estate returns.
• Expertise in transfer tax and estate planning.
• Experience with flow-through entities and private foundations.
• Excellent verbal and written communication.
• multitasking and deadline management.
• Experience developing business and networking.

Responsibilities

• Review gift, estate and fiduciary tax returns.
• Coach and mentor staff.
• Interpret and review legal documents related to estate and business succession planning.
• Assist clients with varied levels of estate planning knowledge.
• Analyze tax situations to maximize tax benefits.
• Plan cash flow and distribution for estate plans and business succession.
• Manage client relationships and seek value-added solutions.
• Participate in business development activities.
• Collaborate with Wealth Transition Services team on projects.

Skills

Public tax experience

Estate tax

Transfer tax planning

Communication skills

Business development

Networking

Education

Bachelor's degree in Accounting

CPA or EA certification

Job description

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 workincluding 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

Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and 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.

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