Tax Manager - Gift, Trust & Estate Tax

Colorado Railroad Museum; Omaha (NE); Hybrid; USD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking company as a Tax Manager, where you'll play a crucial role in helping clients navigate wealth transition. In this dynamic position, you will interpret legal documents, conduct technical research, and assist clients with estate planning. You'll also manage client relationships and lead a team while contributing to business development activities. With a culture that prioritizes collaboration and integrity, this innovative firm offers opportunities for professional growth and a supportive environment. If you're passionate about making an impact in the financial landscape, this role is perfect for you.

Benefits

Generous Paid Time Off

Comprehensive Medical Insurance

401(k) Profit Sharing

Life and Disability Insurance

Education Assistance

Certification Incentives

Lifestyle Spending Account

Referral Program

Qualifications

• 5+ years of experience in public accounting or related field.
• Active CPA license or Enrolled Agent (EA) certification preferred.

Responsibilities

• Interpreting legal documents for estate and business succession planning.
• Preparing and reviewing gift, estate, and fiduciary tax returns.
• Coaching and mentoring staff while managing client relationships.

Skills

Verbal Communication

Written Communication

Transfer Tax Expertise

Estate Planning

Business Development

Multi-tasking

Education

Bachelor's Degree in Accounting

Job description

Location:Sioux Falls, South Dakota; Aberdeen South Dakota; Omaha, Nebraska

Work Arrangement:In-office or Hybrid

A Day in the Life

As a Tax Manager you will be responsible for working with clients across South Dakota 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:

• 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 are an excellent communicator -- your verbal and written communication skills are outstanding. The Wealth Transition Services Manager 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 may have experience with flow-through entities and private foundations.
• You are a multi-tasking master and there is never a deadline you can't meet.
• You have experience developing business and networking
• In addition to all of this, you have a Bachelor's degree in Accounting, an active CPA license or Enrolled Agent (EA) certification and/or equivalent experience working with wealth transition services. Must have five or more (5+) years of experience in public accounting or related field working with individual clients and corporate trust companies.

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

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.

Next Steps

We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page.

For extra assistance in your job search journey, explore EB Career Resources—a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options.

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

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