Tax Manager
1 month ago
We are seeking a highly skilled Tax Manager to join our team at Eide Bailly. 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.
Key Responsibilities- 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's Wealth Transition Services team on various projects
- Bachelor's degree in Accounting, active CPA license, or Enrolled Agent (EA) certification
- 5 or more years of experience in public accounting tax work, including experience with gift, trust, and estate tax returns
- Expertise in transfer tax and estate planning
- Experience with flow-through entities and private foundations
- Excellent communication skills, both verbal and written
- Ability to multi-task and meet deadlines
- Experience developing business and networking
- Authorized to work in the United States without visa sponsorship
Eide Bailly offers a competitive salary range of $87,000 to $160,000, depending on experience and qualifications. We also provide 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.
We are an affirmative action/equal opportunity employer and welcome applications from all qualified candidates. If you are a motivated and experienced Tax Manager looking for a new challenge, please submit your application.
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