Tax Manager - Gift, Trust & Estate Tax

Eide Bailly LLP; Sioux Falls (SD); Hybrid; USD 95,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) profit sharing

Education assistance

Certification incentives

Referral program

Job summary

Eide Bailly in Sioux Falls, SD, is seeking a Tax Manager to serve clients across South Dakota, guiding wealth transition and estate planning. The role involves reviewing legal documents, performing technical tax research, and coordinating planning for cash flow, business succession, and estate preservation.

You will manage client relationships, mentor staff, contribute to marketing efforts, and collaborate with the Wealth Transition Services team.

Qualifications

• Bachelor's degree in Accounting.
• Active CPA license or Enrolled Agent (EA).
• 5+ years of experience in public accounting or related field.
• Excellent communication skills with ability to present to groups.
• Expertise in transfer tax and estate planning.
• Experience with flow-through entities and private foundations.
• Ability to manage multiple priorities and meet deadlines.
• Experience in business development 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.
• Assist clients with varied levels of estate planning knowledge.
• Analyze client tax situations to ensure maximum tax benefits.
• Implement planning processes for cash flow, distributions, and estate preservation.
• Manage client relationships and proactively seek value-added solutions.
• Prepare marketing materials and internal/external webinar trainings.
• Prepare and review gift, estate and fiduciary tax returns.
• Coordinate with staff to meet deadlines and adhere to firm processes.
• Coach and mentor staff; participate in business development.
• Collaborate with Wealth Transition Services on various projects.

Skills

Communication

Networking

Time management

Client relations

Education

Bachelor's degree in Accounting

CPA license

EA certification

Job description

Location: Sioux Falls, SD

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 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

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