Tax Manager - Gift, Trust, & Estate Tax - Remote Eligible
Company: Eide Bailly
Location: Minneapolis
Posted on: January 24, 2025
Job Description:
Who We AreEide 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
You'll Love Working HereAt 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 Firm's 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 LifeAs 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. A typical day as a Tax Manager might
include the following:
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.
Who You Are
You have a Bachelor's degree in
Accounting, an active CPA license, or Enrolled Agent (EA)
certification. You have 5 or more years of experience in public
accounting tax work including experience with gift, trust and
estate tax returns.You have expertise in transfer tax and estate
planning.You may have experience with flow-through entities and
private foundations.You are an excellent communicator -- your
verbal and written communication skills are outstanding. You are a
multi-tasking master and there is never a deadline you can't
meet.You have experience developing business and networking.Must be
authorized to work in the United States now or in the future
without visa sponsorship. Benefits and CompensationOur 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, education, skills, and
internal equity. Salary range: $87,000.00 - $160,00.00 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
referral program. What to Expect NextWe'll 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. 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. #LI-KM2#LI-REMOTE
Keywords: Eide Bailly, St. Paul , Tax Manager - Gift, Trust, & Estate Tax - Remote Eligible, Executive , Minneapolis, Minnesota
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