Tax Senior Manager - Gift Trust and Estate

Eide Bailly; Sioux Falls (SD); Híbrido; USD 140.000 - 210.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid time off

Medical, dental, and vision insurance

401(k) profit sharing

Life and disability insurance

Certification incentives

Education assistance

Referral program

Descripción de la vacante

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

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Communication

Multi-tasking

Networking

Educación

Bachelor's degree in Accounting

Descripción del empleo

Responsibilities

As a Tax Senior 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 Senior 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.
• Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience.
• Working with the firm Wealth Transition Services team on various projects.

Location

Sioux Falls, SD

Work Arrangement

In-office, or Hybrid

Who You Are

• You have a Bachelor's degree in Accounting, an active CPA license, or Enrolled Agent (EA) certification.
• You have 7 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.

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.

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 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.