Manager · National
Eide Bailly LLP · Aberdeen; Sioux Falls; Fargo; Des Moines; Omaha · Hybrid
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Manage and prepare gift trust and estate tax planning and returns for individual and fiduciary clients.
Worth knowing: Role requires expertise in transfer tax estate planning and experience with flow through entities
Employer: Eide Bailly LLP Job title: Tax Manager - Gift, Trust & Estate Tax Location: Aberdeen, South Dakota; Sioux Falls, South Dakota; Fargo, North Dakota; Des Moines, Iowa; Omaha, Nebraska Type: FULL_TIME Location: Aberdeen, SD; Sioux Falls, SD; Omaha, NE; Fargo, ND; Des Moines, IA Work Arrangement: In-office or Hybrid A Day in the Life As a Tax Manager you will be responsible for working with clients and assist them with the transition of wealth from one generation to the next. A typical day as a Tax 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 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. 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. 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 5+ 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.
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