Tax Manager - Gift Trust and Estate

Eide Bailly · Minneapolis, MN · 1 mo ago

Hybrid$109k–$136k/yrFull-time

Location: Minneapolis, MN. Work Arrangement: In‑office or Hybrid.

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.
Analyzing the tax situation of individuals and their estates from multiple angles to ensure maximum tax benefit.
Implementing planning processes to create plans based on cash‑flow projections, income distribution, 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.
Collaborating with the firm’s Wealth Transition Services team on various projects.

Bachelor’s degree in Accounting, an active CPA license, or Enrolled Agent (EA) certification.
Five 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.
May have experience with flow‑through entities and private foundations.
Excellent verbal and written communication skills.
Strong multitasking ability; consistently meets deadlines.
Experience developing business and networking.
Must be authorized to work in the United States now or in the future without visa sponsorship.

$109,000 – $136,000 annually. Compensation decisions consider geography, experience, education, skills, and internal equity.

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