Tax Manager - Gift, Trust, & Estate

Colorado Railroad Museum; Fargo (ND); Hybrid; USD 85,000 - 115,000; Full time

Job summary

Eide Bailly LLP in Fargo, ND is seeking a Tax Manager to lead gift, estate and fiduciary tax work for our clients, reviewing returns, mentoring staff, and coordinating with the Wealth Transition Services team.

Requirements include a Bachelor's in Accounting, CPA or EA certification, 2–5+ years in public accounting tax, and strong communication; must be eligible to work in the U.S. with no visa sponsorship.

Qualifications

• Bachelor's degree in Accounting and active CPA or EA certification.
• 2–5+ years of public accounting tax experience with gift, estate, and fiduciary returns.
• Expertise in transfer tax and estate planning.
• Experience with flow-through entities and private foundations.

Responsibilities

• Review gift, estate and fiduciary tax returns.
• Mentor staff and ensure timely completion under firm processes.
• Interpret and review legal documents related to estate and business succession planning.
• Assist clients with varied levels of estate planning knowledge.
• Develop plans based on cash flow, distributions, and estate preservation.

Skills

Public accounting tax experience

Gift, estate and fiduciary tax returns

Estate planning expertise

Transfer tax experience

Flow-through entities experience

Private foundations experience

Excellent written and verbal communic

Multi-tasking

Business development / networking

Education

Bachelor's degree in Accounting

CPA license or EA certification

Job description

Location: Fargo, ND

Work Arrangement: Hybrid

A 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.
• 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 2-5 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.

Compensation

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 LLP 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