Tax Manager/Senior Manager – Gift, Trust, & Estate Tax

Who We Are
Eide Bailly is one of the top 25 CPA and business advisory firms in the
nation. We have over 40 offices in 15 states across the Midwest and western
United States, and offer our staff and Partners the opportunity to serve a
variety of industries. Founded in 1917, our culture is the foundation of who
we are, and we pride ourselves on supporting our employees to help them
achieve their goals and pursue their interests both in the office and at home.
At Eide Bailly we are passionate about the clients we serve, the work we
do, and most importantly, having fun while we do it!
Why Youll Love Working Here
At Eide Bailly we believe respect is how to treat everyone, not just those
you want to impress. Our culture focuses on collaboration to achieve career
growth. Innovation is highly encouraged, which is where programs like our EB
Xchange originate. This program allows interested tax and audit employees to
complete a rotation into a specialty area. We promote happy employees by
making work/life balance a priority along with being actively involved in
our communities. Our dedication to service can be seen through the Firms
decision to match charitable donations made by employees, as well as
providing opportunities to volunteer throughout the year. Most importantly,
we like to have fun! We offer a professional and fun work environment with
frequent lunch and learns, socials, contests, outings and other events.
Typical Day in the Life
A typical day as a Tax Manager/Senior 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 which 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.
Business development and billing responsibility.
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.
Working with the firm Wealth Transition Services team on various projects.
Who You Are
You are an excellent communicator — your verbal and written communication
skills are outstanding. The Wealth Transition Services Manager will interact
with clients at all levels of the income scale and will speak to groups on
wealth transition topics.
You have expertise in transfer tax and estate planning.
You may have experience with flow-through entities and private foundations.
You are a multi-tasking master and there is never a deadline you cant meet.
You have experience developing business and networking.
In addition to all of this, you have a Bachelors degree in Accounting,
an active CPA license or law degree (preferred) and/or equivalent
experience working with wealth transition services. Must have five or more
(5) years of experience in public accounting or related field working
with individual clients and corporate trust companies.
Must be authorized to work in the United States now or in the future without
visa sponsorship.
Benefits and Compensation
Our compensation philosophy emphasizes competitive and equitable pay. Eide
Bailly complies with all local/state regulations regarding displaying salary
ranges. Final compensation decisions are dependent upon factors such as
geography, experience, educa ion, skills, and internal equity.
Salary range: $93,000-$165,000
Beyond base salary, Eide Bailly provides benefits such as: 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, and a
referra
What to Expect Next
Well be in touch! If you look like the right fit for our position, one
of our recruiters will be reaching out to schedule a phone interview with you
to learn more about your career interests and goals. In the meantime, we
encourage you to check us out on Facebook, Twitter, Instagram, LinkedIn
or our About Us page.

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Eide Bailly LLP is proud to be an affirmative action/equal opportunity
employer. All qualified applicants will receive consideration for employment
without regard to race, color, religion, sex, national origin,
disability, veteran status, or any other status protected under local,
state or federal laws.