Tax Manager/Senior Manager - Gift, Trust, & Estate Tax

Typical Day in the Life

A typical day as a Tax Manager/Senior Manager might include the following:

• Interpreting and reviewing various legal documents in relation to estate and business succession planning.
• Technical research on estate planning and compliance matters for internal clients.
• Assisting clients which 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.
• Business development and billing responsibility.
• Assist in preparation of marketing materials and presentation of internal and external webinar trainings.
• Preparing and 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.
• Working with the firm Wealth Transition Services team on various projects.

Who You Are

• You are an excellent communicator -- your verbal and written communication skills are outstanding. The Wealth Transition Services Manager 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 may have experience with flow-through entities and private foundations.
• You are a multi-tasking master and there is never a deadline you can't meet.
• You have experience developing business and networking.
• In addition to all of this, you have a Bachelor's degree in Accounting, an active CPA license or law degree (preferred) and/or equivalent experience working with wealth transition services. Must have five or more (5+) years of experience in public accounting or related field working with individual clients and corporate trust companies.

Must be authorized to work in the United States now or in the future without visa sponsorship.

Benefits and Compensation

Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying salary ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.

Salary range: $93,000-$165,000

Beyond base salary, 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.