Wealth Transition Tax Manager – Gift & Estate (Hybrid)

Eide Bailly; Aberdeen (SD); Hybrid; USD 110,000 - 160,000; Full time

Job summary

Eide Bailly is seeking a Tax Manager in Aberdeen, SD, to work in-office or hybrid. The role focuses on estate and gift tax planning, tax return preparation for individuals and trusts, and managing client relationships.

You will mentor staff and collaborate with Wealth Transition Services on diverse projects. Ideal candidates have CPA or EA credentials, 5+ years in public accounting, strong communication, and experience with flow-through entities and private foundations.

Qualifications

• Bachelor's degree in Accounting required.
• Active CPA or Enrolled Agent required.
• 5+ years of public accounting or related field experience focusing on individual clients and corporate trusts.
• Excellent verbal and written communication skills interacting with clients at all levels.
• Expertise in transfer tax and estate planning.
• Experience with flow-through entities and private foundations.
• Ability to manage multiple priorities and meet deadlines.
• Experience developing business and networking.

Responsibilities

• Interpreting and reviewing legal documents related to estate and business succession planning.
• Conducting technical research on estate planning and compliance for internal clients.
• Assisting clients with varying levels of estate planning knowledge.
• Analyzing tax situations of individuals and their estates for optimal tax benefits.
• Implementing planning processes based on cash flow, income distribution, and estate plans.
• Managing client relationships internally and externally to add value.
• Assisting in marketing materials and webinars for internal/external audiences.
• Preparing and reviewing gift, estate, and fiduciary tax returns.
• Ensuring returns are completed correctly within firm deadlines and standards.
• Coaching and mentoring staff.
• Participating in business development activities.
• Collaborating with Wealth Transition Services on various projects.

Skills

Excellent communication

Transfer tax

Estate planning

Flow-through entities

Private foundations

Business development

Networking

Multitasking

Education

Bachelor's degree in Accounting

Job description

Eide Bailly is seeking a Tax Manager in Aberdeen, SD, to work in-office or hybrid. The role focuses on estate and gift tax planning, tax return preparation for individuals and trusts, and managing client relationships.

You will mentor staff and collaborate with Wealth Transition Services on diverse projects. Ideal candidates have CPA or EA credentials, 5+ years in public accounting, strong communication, and experience with flow-through entities and private foundations.