Tax Manager - Gift, Trust & Estate Tax

Location: Sioux Falls, SD. Work Arrangement: In-office or Hybrid.

Responsibilities

As a Tax Manager 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 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.
• Participating in business development activities.
• Working with the firm Wealth Transition Services team on various projects.

Requirements

• Bachelor's degree in Accounting
• Active CPA license or Enrolled Agent (EA) certification
• 5+ years of experience in public accounting or related field working with a focus on individual clients and corporate trust companies
• Excellent verbal and written communication skills; ability to interact with clients at all income levels and speak to groups on wealth transition topics
• Expertise in transfer tax and estate planning
• Experience with flow-through entities and private foundations
• Ability to manage multiple priorities and meet deadlines
• Experience developing business and networking
• Authorized to work in the United States now or in the future without visa sponsorship

Benefits

• 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
• Referral program