Tax Manager/Senior Manager

1 month ago

Aberdeen, United States Eide Bailly Full time
Tax Manager/Senior Manager - Gift, Trust & Estate Tax Job Locations US-SD-Aberdeen | US-SD-Sioux Falls | US ID 2024-7196 Category Tax Services Position Type Full-Time Work Option(s) Hybrid / In-Office

Who We Are

Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 41 offices in 15 states across the Midwest and western United States, and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our employees to help them achieve their goals and pursue their interests both in the office and at home. At Eide Bailly we are passionate about the clients we serve, the work we do, and most importantly, having fun while we do it

Why You'll Love Working Here

At Eide Bailly we believe respect is how to treat everyone, not just those you want to impress. Our culture focuses on collaboration to achieve career growth. Innovation is highly encouraged, which is where programs like our EB Xchange originate. This program allows interested tax and audit employees to complete a rotation into a specialty area. We promote happy employees by making work/life balance a priority along with being actively involved in our communities. Our dedication to service can be seen through the Firm's decision to match charitable donations made by employees, as well as providing opportunities to volunteer throughout the year. Most importantly, we like to have fun We offer a professional and fun work environment with frequent free lunches, snacks, lunch and learns, socials, contests, outings and other events.

Typical Day in the Life

As a remote Tax Manager/Senior Manager you will be responsible for working with clients across South Dakota to assist them with the transition of wealth from one generation to the next. 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 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 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 Enrolled Agent (EA) certification 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 permanently without the requirement of sponsorship at any point in the future.

What to Expect Next

We'll be in touch If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to check us out on Facebook, Twitter, Instagram, LinkedIn or our About Us page.

Eide Bailly LLP 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.

#LI-MB1

#LI-HYBRID

  • Tax Manager/Senior Manager

    4 weeks ago

    Aberdeen, United States Eide Bailly Full time

    Who We Are Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 41 offices in 15 states across the Midwest and western United States, and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our...

  • Tax Senior

    1 month ago

    Aberdeen, United States White Tiger Connections Inc. Full time

    About the Firm: White Tiger Connections is recruiting for a leading accounting firm located in a beautiful and vibrant part of North Carolina, known for its quality of life and scenic landscapes. The firm is committed to excellence, integrity, and innovation. They provide a wide range of accounting, tax, and consulting services to a diverse client base. As...

  • Senior Portfolio Manager

    2 weeks ago

    Aberdeen, Maryland, United States Amyx Full time

    Overview: Amyx is seeking to hire a Senior Portfolio Manager to support Product Lead (PdL) MilTech Solutions information and knowledge management requirements at Aberdeen Proving Grounds in Maryland. This position may require some travel (less than 5%) to functional contract sites at both locations and geographically separated units. This position will...

  • Senior Portfolio Manager

    2 weeks ago

    Aberdeen, United States Amyx Full time

    Overview: Amyx is seeking to hire a Senior Portfolio Manager to support Product Lead (PdL) MilTech Solutions information and knowledge management requirements at Aberdeen Proving Grounds in Maryland. This position may require some travel (less than 5%) to functional contract sites at both locations and geographically separated units. This position will...

  • Tax Associate/Senior Associate

    5 days ago

    Aberdeen, United States Eide Bailly Full time

    Tax Associate/Senior Associate - Gift, Trust, & Estate Tax Job Locations US-SD-Aberdeen ID 2024-7405 Category Tax Services Position Type Full-Time Work Option(s) Hybrid / In-Office Who We Are Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices...

  • Tax Associate/Senior Associate

    4 weeks ago

    Aberdeen, United States Eide Bailly Full time

    Tax Associate/Senior Associate - Gift, Trust, & Estate Tax Job Locations US-SD-Aberdeen | US ID 2024-7191 Category Tax Services Position Type Full-Time Work Option(s) Hybrid / In-Office Who We Are Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40...

  • Tax Associate/Senior Associate

    1 month ago

    Aberdeen, United States Eide Bailly Full time

    Who We Are Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 15 states across the Midwest and western United States and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our...

  • Tax Associate/Senior Associate

    4 weeks ago

    Aberdeen, United States Eide Bailly Full time

    Who We Are Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 15 states across the Midwest and western United States and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our...

  • Tax Associate/Senior Associate

    7 days ago

    Aberdeen, United States Eide Bailly Full time

    Who We Are Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 15 states across the Midwest and western United States and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our...

  • Tax Associate/Senior Associate

    4 weeks ago

    Aberdeen, United States Eide Bailly Full time

    Overview: Who We Are Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 15 states across the Midwest and western United States and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on...

  • Tax Associate/Senior Associate

    4 weeks ago

    Aberdeen, United States Eide Bailly Full time

    Overview: Who We Are Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 15 states across the Midwest and western United States and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on...

  • Tax Associate/Senior Associate

    2 days ago

    Aberdeen, United States Eide Bailly Full time

    Overview: Who We Are Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 15 states across the Midwest and western United States and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on...

  • Tax Associate/Senior Associate

    1 month ago

    Aberdeen, United States Eide Bailly LLP Full time

    Who We AreEide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 15 states across the Midwest and western United States and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our...

  • Tax Associate/Senior Associate

    4 weeks ago

    Aberdeen, United States Eide Bailly LLP Full time

    Who We AreEide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 15 states across the Midwest and western United States and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our...

  • Property Management Specialist Senior TS

    2 months ago

    ABERDEEN, United States Bering Straits Native Corporation Full time

    Maintains property records, and performs property inventory and property management functions. Must be capable of managing operations of a supply facility to include stock level maintenance, and logistics planning. Must be capable of managing relocat Property Management, Specialist, Senior, Management, Property, Manufacturing

  • Software Configuration Management Specialist

    7 days ago

    Aberdeen, United States ASRC Federal Full time

    Job Description ASRC Federal, Broadleaf Division is seeking a Software Configuration Management Specialist Senior to join our team supporting US Army CECOM at Aberdeen Proving Grounds, MD. Writing Configuration Management (CM) Plans and audit software change procedures, software development, software testing, and software documentation to verify...

  • Software Configuration Management Specialist Senior

    2 weeks ago

    Aberdeen, United States ASRC Federal Holding Company, LLC Full time

    A Bachelor's Degree in Computer Science, Electronics Engineering or other Engineering or Technical discipline with substantial software or computer related course work is required. - SharePoint knowledge is required - 5 years within the last 8 years Software, Management, Specialist, Configuration, Senior, Electronics Engineer, Technology

  • Configuration Manager, Senior

    2 weeks ago

    Aberdeen, United States Booz Allen Hamilton Full time

    Configuration Manager, Senior Key Role: Provide support to project teams including fielders, logistics, and IA or Cyber in configuring and base-lining project items to develop and enhance CM tools. Prepare configuration documentation and maintain the Configuration Management (CM) database while also assisting in the management, maintenance, and automation of...

  • Software Configuration Management Specialist

    5 days ago

    Aberdeen, United States ASRC Federal Holding Company Full time

    ASRC Federal, Broadleaf Division is seeking a Software Configuration Management Specialist Senior to join our team supporting US Army CECOM at Aberdeen Proving Grounds, MD. Writing Configuration Management (CM) Plans and audit software change procedures, software development, software testing, and software documentation to verify compliance with software...

  • Property Management Specialist Senior

    1 month ago

    Aberdeen, United States Bering Straits Native Corporation Full time

    Overview Visit our website at www.beringstraits.com to apply! Equal Opportunity Employer/Veterans/Disabled POSTED FOR INCUMBENT ONBOARDING, TRACKING, AND COMPLIANCE SUMMARY Paragon Professional Services, a subsidiary of Bering Straits Native Corporation is currently seeking a qualified Property Management Specialist Senior at Aberdeen Proving Ground,...