Tax Manager/Senior Manager
4 weeks ago
We are seeking a highly skilled Tax Manager/Senior Manager to join our Wealth Transition Services team at Eide Bailly. As a key member of our team, 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.
Key Responsibilities- 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.
- You are an excellent communicator with outstanding verbal and written communication skills.
- 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.
- 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.
- You must have five or more (5+) years of experience in public accounting or related field working with individual clients and corporate trust companies.
- You must be authorized to work in the United States now or in the future without visa sponsorship.
We offer a competitive salary range of $87,000.00 to $145,000.00, as well as a comprehensive benefits package, including 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.
Next StepsIf you are a motivated and experienced professional looking to join a dynamic team, we encourage you to apply for this exciting opportunity. We look forward to reviewing your application and discussing this role further with you.
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