Tax Senior Manager - Gift, Trust & Estate Tax

Eide Bailly LLP; Minneapolis (MN); Hybrid; USD 145,000 - 174,000; Full time

Benefits offered by this job

Generous paid time off

401(k) profit sharing

Education assistance

Job summary

Eide Bailly LLP is seeking a Senior Tax Manager in Minneapolis to lead tax planning for high net-worth clients, including estate and gift tax work. You will coordinate with staff, review returns, and mentor team members while engaging with clients on wealth transition strategies.

The role demands strong communication, deep transfer tax knowledge, and experience with flow-through entities and private foundations. Hybrid, in-office work is available.

Qualifications

• Requires CPA license or EA certification.
• 7+ years of public accounting or related field experience focusing on individual clients and corporate trusts.
• Excellent verbal and written communication skills.
• Expertise in transfer tax and estate planning.

Responsibilities

• Review gift, estate and fiduciary tax returns.
• Coordinate with staff to ensure timely, accurate returns under firm processes.
• Coach and mentor staff.
• Interpret and review legal documents for estate planning and business succession.
• Advise clients on estate planning and tax strategies to maximize benefits.
• Assess tax positions from multiple angles to optimize outcomes.
• Lead planning processes for cash flow, distributions, and estate preservation.

Skills

CPA license

EA certification

Communication skills

Estate planning

Flow-through entities

Business development

Education

Bachelor's degree in Accounting

Job description

Location: Minneapolis, MN

Work Arrangement: In-office or Hybrid

A Day in the Life

As a Senior Tax 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 Senior Tax 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.

Who You Are

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

Compensation

$145,000 - $174,000 Annually - 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

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