Manager · National
Eide Bailly LLP · Minneapolis, Minnesota · Hybrid
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Review and manage gift trust and estate tax returns and advise clients on wealth transition and estate planning.
Worth knowing: Requires active CPA license or Enrolled Agent certification
Employer: Eide Bailly LLP Job title: Tax Manager - Gift Trust and Estate Location: Minneapolis, Minnesota Type: FULL_TIME Location: Minneapolis, MN Work Arrangement: In-office, or Hybrid Typical Day in the Life As a 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 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, an active CPA license, or Enrolled Agent (EA) certification. You have 5 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 . 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.
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