Tax Manager - Gift Trust and Estate

Eide Bailly LLP•Minneapolis, MN

3d•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, and coaching and mentoring staff. You will interpret legal documents related to estate and business succession planning, assist clients with varying levels of estate planning knowledge, and analyze tax situations to ensure maximum tax benefit. The role also includes implementing planning processes, managing client relationships, participating in business development, and collaborating with the firm's Wealth Transition Services team.

Requirements

Bachelor's degree in Accounting
Active CPA license, or Enrolled Agent (EA) certification
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
Multi-tasking ability and ability to meet deadlines
Experience developing business and networking
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.
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.