Tax Senior Manager - Gift Trust and Estate

Colorado Railroad Museum; Sioux Falls (SD); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Generous paid time off

Comprehensive medical, dental, and vision insurance

401(k) profit sharing

Life and disability insurance

Certification incentives

Education assistance

Referral program

Job summary

The Colorado Railroad Museum is seeking a Tax Senior Manager to manage tax compliance and estate planning for clients in Sioux Falls, SD. The role requires expertise in public accounting with a focus on gift, estate, and fiduciary tax returns, along with a Bachelor's degree in Accounting and CPA or EA certification. Responsibilities include reviewing tax returns, mentoring staff, and ensuring maximum tax benefits for clients. Comprehensive benefits and a collaborative work environment are offered, with a focus on professional development.

Qualifications

• 7+ years of experience in public accounting tax work.
• Experience with gift, trust, and estate tax returns.
• Excellent verbal and written communication skills.

Responsibilities

• Review gift, estate, and fiduciary tax returns.
• Ensure compliance with deadlines for tax returns.
• Coach and mentor staff on tax processes.
• Manage client relationships and business development.

Skills

Public accounting tax work

Communication skills

Multi-tasking

Business development

Transfer tax expertise

Estate planning knowledge

Education

Bachelor's degree in Accounting

CPA license or Enrolled Agent certification

Job description

Location

Sioux Falls, SD

Work Arrangement

In-office, or Hybrid

Typical Day in the Life

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.
• Participating in business development activities.
• Working with the firm Wealth Transition Services team on various projects.

Qualifications

• 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.

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 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.