Tax Manager - Gift, Trust & Estate Tax

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

Location

Aberdeen, SD; Sioux Falls, SD; Omaha, NE; Fargo, ND; Des Moines, IA

Work Arrangement

In-office or Hybrid

A Day in the Life

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

• Interpreting and reviewing various legal documents in relation to estate and business succession planning.
• Technical research on estate planning and compliance matters for internal clients.
• 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.
• Assist in preparation of marketing materials and presentation of internal and external webinar trainings.
• Preparing and 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.
• 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
• You have an active CPA license or Enrolled Agent (EA) certification.
• You have 5+ years of experience in public accounting or related field working with a focus on individual clients and corporate trust companies.
• You are an excellent communicator -- your verbal and written communication skills are outstanding. The position will interact with clients at all levels of the income scale and will speak to groups on wealth transition topics.
• You have expertise in transfer tax and estate planning.
• You have experience with flow-through entities and private foundations.
• You excel at managing multiple priorities and always meet your deadlines.
• 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.

Benefits

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