Tax Senior Manager - Gift Trust and Estate
About the role
Location: Sioux Falls, SD. Work Arrangement: In-office, or Hybrid. As a Tax Senior Manager you will be responsible for working with clients to assist them with the transition of wealth from one generation to the next. People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly. Compensation philosophy emphasizes competitive and equitable pay; final compensation decisions depend on geography, experience, education, skills, and internal equity.
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 Wealth Transition Services team on various projects.
Requirements
- Bachelor's degree in Accounting.
- Active CPA license or Enrolled Agent (EA) certification.
- 7 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.
Qualifications
- Experience with flow-through entities and private foundations.
- Experience developing business and networking.
- Authorized to work in the United States now or in the future without visa sponsorship.