Estate Planning Tax Manager

1 week ago


Aberdeen, South Dakota, United States Eide Bailly Full time

We are seeking a highly skilled Estate Planning Tax Manager to join our team at Eide Bailly. As a Tax Manager for Wealth Transition, 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 for Estate and Business Succession 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.

Working with the firm Wealth Transition Services team on various projects.

You have expertise in transfer tax and estate planning.

You may have experience with flow-through entities and private foundations.

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 now or in the future without visa sponsorship.

If you are a highly skilled and experienced Tax Manager looking for a new challenge, we encourage you to apply for this exciting opportunity.

We are an equal opportunity employer and welcome applications from diverse candidates.



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