Tax Senior Manager — Gift & Estate Planning Leader

Eide Bailly; Sioux Falls (SD); Hybrid; USD 140,000 - 210,000; Full time

Benefits offered by this job

Paid time off

Medical, dental, and vision insurance

401(k) profit sharing

Life and disability insurance

Certification incentives

Education assistance

Referral program

Job summary

Eide Bailly is seeking a Tax Senior Manager in Sioux Falls, SD to lead complex gift, estate and fiduciary tax engagements for clients transitioning wealth across generations. You will review returns, mentor staff, and collaborate with the Wealth Transition team to enhance client experiences.

The ideal candidate holds a Bachelor's in Accounting with an active CPA or EA, 7+ years in public tax practice, and expertise in transfer tax, estate planning, and foundations, with strong communication and

Qualifications

• Active CPA license or Enrolled Agent (EA) certification.
• 7+ years of public accounting tax experience including gift, estate and fiduciary tax returns.
• Expertise in transfer tax and estate planning.
• Experience with flow-through entities and private foundations.
• Excellent verbal and written communication skills.

Responsibilities

• Review gift, estate and fiduciary tax returns.
• Coordinate with staff to meet deadlines and firm processes.
• Coach and mentor staff on tax engagements.
• Interpret and review legal documents related to estate planning and succession.
• Assist clients with varying levels of estate planning knowledge.
• Analyze tax situations to maximize benefits for individuals and estates.
• Lead planning processes for cash flow projections, distributions, and estate plans.
• Manage client relationships and cross-team projects.

Skills

Communication

Multi-tasking

Networking

Education

Bachelor's degree in Accounting

Job description

Eide Bailly is seeking a Tax Senior Manager in Sioux Falls, SD to lead complex gift, estate and fiduciary tax engagements for clients transitioning wealth across generations. You will review returns, mentor staff, and collaborate with the Wealth Transition team to enhance client experiences.

The ideal candidate holds a Bachelor's in Accounting with an active CPA or EA, 7+ years in public tax practice, and expertise in transfer tax, estate planning, and foundations, with strong communication and