Tax Manager/Senior Manager
4 weeks ago
Overview:
Eide Bailly is a leading CPA and business advisory firm with a strong presence in the Midwest and western United States. We offer a unique opportunity for professionals to serve a diverse range of industries and make a meaningful impact on our clients' lives.
Why You'll Love Working Here:
We value collaboration, innovation, and work-life balance. Our culture encourages open communication, respect, and empathy. We prioritize our employees' growth and well-being, providing opportunities for professional development and community involvement.
Responsibilities:
As a Tax Manager/Senior Manager, you will work closely with clients to navigate complex estate and business succession planning. Your responsibilities may include:
- Interpreting and reviewing legal documents related to estate and business succession planning.
- Conducting technical research on estate planning and compliance matters.
- Assisting clients with varying levels of estate planning knowledge.
- Developing and implementing tax strategies to maximize benefits.
- Managing client relationships and proactively seeking solutions to add value.
- Preparing and reviewing gift, estate, and fiduciary tax returns.
- Coaching and mentoring staff.
- Participating in business development activities.
Qualifications:
We seek a highly skilled and experienced professional with expertise in transfer tax and estate planning. Your qualifications may include:
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Experience with flow-through entities and private foundations.
- A Bachelor's degree in Accounting or a related field.
- An active CPA license or Enrolled Agent (EA) certification.
- Five or more years of experience in public accounting or a related field.
What to Expect:
We are committed to creating a positive and inclusive work environment. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply. We look forward to reviewing your application and discussing this opportunity further.
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