Tax Manager/Senior Manager

6 days ago


Denver, Colorado, United States Eide Bailly Full time
About the Role

We are seeking a highly skilled Tax Manager/Senior Manager to join our team at Eide Bailly. As a key member of our Wealth Transition Services team, you will be responsible for providing expert tax and estate planning advice to our clients.

Key Responsibilities
  • Interpret and review legal documents related to estate and business succession planning.
  • Conduct technical research on estate planning and compliance matters for internal clients.
  • Assist clients with varying levels of estate planning knowledge.
  • Develop and implement tax planning strategies to maximize tax benefits.
  • Manage client relationships and proactively seek solutions to add value to the client experience.
  • Contribute to business development and billing efforts.
  • Prepare and review gift, estate, and fiduciary tax returns.
  • Coach and mentor staff members.
Requirements
  • Excellent communication skills, with the ability to interact with clients at all levels of the income scale.
  • Expertise in transfer tax and estate planning.
  • Experience with flow-through entities and private foundations.
  • Ability to multitask and meet deadlines.
  • Experience developing business and networking.
  • Bachelor's degree in Accounting, active CPA license, or law degree (preferred).
  • Minimum 5 years of experience in public accounting or a related field, working with individual clients and corporate trust companies.
What We Offer

Eide Bailly offers a competitive salary range of $93,000-$165,000, as well as a comprehensive benefits package, including paid time off, medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, and more.

We are an affirmative action/equal opportunity employer and welcome applications from qualified candidates without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state, or federal laws.


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