Tax Manager - Gift, Trust, & Estate

Eide Bailly LLP•Fargo, ND

40d•Hybrid

About The Position

As a Tax Manager, you will be responsible for working with clients to assist them with the transition of wealth from one generation to the next. This role involves reviewing gift, estate, and fiduciary tax returns, ensuring their accurate and timely completion according to firm processes. You will also coach and mentor staff, interpret legal documents related to estate and business succession planning, and assist clients with varying levels of estate planning knowledge. A key aspect of the role is analyzing individual and estate tax situations to maximize tax benefits and implementing planning processes for cash flow projections, income distribution, business succession, estate preservation, and estate plan flow. Collaboration with the firm's Wealth Transition Services team on various projects is also expected.

Requirements

Bachelor's degree in Accounting, an active CPA license, or Enrolled Agent (EA) certification.
2-5 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.
Excellent verbal and written communication skills.
Ability to multitask and meet deadlines.
Experience developing business and networking.
Must be authorized to work in the United States now or in the future without visa sponsorship.

Nice To Haves

Experience with flow-through entities and private foundations.

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