Tax Senior Manager - Gift Trust and Estate
Eide Bailly
Location: Sioux Falls, SDWork Arrangement: In-office, or Hybrid Typical Day in the LifeAs 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. A typical day as a Tax Senior 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 AreYou have a Bachelor's degree in Accounting, an active CPA license, or Enrolled Agent (EA) certification. You have 7 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.Making an Impact TogetherPeople 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 Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.BenefitsBeyond base compensation, 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. Next StepsWe'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 learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page. Eide Bailly 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-RI1#LI-HYBRID
- ...Hybrid A Day in the LifeAs a Tax Manager you will be responsible for working... ...documents in relation to estate and business succession planning... ....Preparing and reviewing gift, estate and fiduciary tax returns... ...individual clients and corporate trust companies.You are an excellent...SuggestedWork at officeLocal areaVisa sponsorship
- ...Responsibilities Reviewing gift, estate and fiduciary tax returns. Working with staff to ensure gift, estate... ...preservation and estate plan flow. Managing client relationships internally and... ...work including experience with gift, trust and estate tax returns. You have expertise...SeniorWork at officeLocal areaVisa sponsorship
- ...Brady Martz is seeking a Tax Manager – Wealth Transfer & Preservation to serve clients as a trusted advisor on fiduciary income tax and transfer tax matters. You will lead in trust and estate taxation, coordinate with attorneys, wealth managers, and executors, and mentor...Suggested
- ...Description Job Description Tax Manager – Wealth Transfer & Preservation serves as a trusted advisor to clients and their professional... ...leadership in trust and estate taxation, including fiduciary... ...compliance and planning, estate/gift and generation-skipping transfer...SuggestedFlexible hours
- ...clients, and communities to thrive. As trusted advisors, we combine national-level expertise... ...-driven, and forward-thinking Tax Manager to lead complex tax engagements, oversee... ...career advancement, collaborating with senior professionals while expanding your tax planning...SuggestedSummer workWork at officeLocal areaNight shift
- ...Managers may work as the engagement lead or under the direct supervision of Senior Managers dependent upon the nature of the client engagement. Managers must have strong communication... ...of a team to provide audit engagement and/or tax services for clients Tax: Reviews mid to...SeniorFlexible hours
- ...job located in Flandreau, SD SUMMARY The Tax Manager will be responsible for the development,... ...and codes of FSST. Commercial real estate tenants will be monitored for compliance... ...maintain property tax payments for non-trust properties. Review, monitoring, and updating...Full time
- ...In-office, or Hybrid Typical Day in the LifeA typical day as a Tax Manager in Sioux Falls, SD might include the following: Prepares,... ...work performed.Supervises and delegates duties to Associate and Senior Associate level staff.Provides mentoring and technical training...Work at officeLocal areaVisa sponsorship
$120k - $240.9k
...There’s no one like you and that’s why there’s nowhere like RSM.Tax Controversy/IRS practice and procedure professionals advise RSM... ...international tax, mergers and acquisitions. Participate in firm trainings. Manage multiple projects in fast-paced and collaborative environment....Full timeWork experience placementInternshipWork at officeLocal area- ...with IT and vendors, drive end-user satisfaction, and help shape enhancements and investments to improve the organization. You will also lead mid to large projects, manage the application roadmap, and work across operations to support data reporting, #J-18808-Ljbffr...Senior
- ...Managers may work as the engagement lead or under the direct supervision of Senior managers dependent upon the nature of the client engagement. Managers must have strong communication... ...members and the client to deliver quality tax services for our clients. They must also have...Flexible hours
$120k - $150k
...Tax Manager / Director - IRA Financial (Sioux Falls, SD or Remote for the Right Candidate) Location: Sioux Falls, SD (relocation available... ...process, develop a new business unit, and grow quickly into a senior leadership role. Key Responsibilities Lead and...Remote workRelocationRelocation package$70k - $110k
...Job Description A Top CPA firm is looking to add a Tax Manager to their team. This stable and growing firm offers clients valuable knowledge and expertise in tax. Due to the recent growth of the firm, there is an opportunity for a Tax Manager to join a team of...Full time- ...serve you across various areas, including tax, agri-business, audit, client accounting,... ...consulting, retirement planning, wealth management, and more. Why join us? ~ Competitive... ...Provide expert advice on tax matters to senior management, including tax advantages and...Permanent employmentFull timeWork at officeLocal area
- ...DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to innovation. As an Assurance Manager, you will be responsible for reviewing, analyzing, and building strategies to help develop and maintain relationships with clients...SeniorFull timeSummer workWork at officeLocal areaRemote workFlexible hours
$70k - $80k
...Position Summary The Senior Accounting Manager position reports to the CEO and oversees the financial activities of the organization. This includes... ...personable manner. The manner in which the employee builds trust with fellow employees, clients, and visitors is considered...SeniorContract workLocal areaRelocationFlexible hours$65k - $100k
...join this Sioux Falls based accounting firm, looking to add a Senior Tax Associate to their growing team! Partnership opportunity's... ...electronic filing systems. ~ Strong multitasking and time management skills. Compensation: $65,000 - $100,000, depending...SeniorLocal area- ...Location Sioux Falls, SD Work Arrangement In-office, or Hybrid Typical Day in the Life A typical day as a Tax Senior Associate in Sioux Falls, SD might include the following: Prepare a high-level return for a multi-million-dollar business or high net worth individual....SeniorWork at officeLocal areaVisa sponsorship
$75k - $125k
...Reserves, Plan of Action, Legal, and Medical Management. Recommend adjustments as needed.... ...this through empowering employees to build trust through honest and caring actions, ensuring... ...Volunteer time off and employee matching gifts to charities that are important to you —...SeniorFull timeWork experience placement- ...operational excellence, and continuous improvement. We're looking for a Manager, Corporate Accounting who is ready to lead a high-performing... ...the effectiveness of accounting operations.Serve as a trusted business partner by collaborating with operating departments to...Work at office
$120k - $145k
...Long time Trust company in Sioux Falls is looking for their next Financial Services Controller. This person should have 7 to 10 years of experience with hands on accounting as well as managing people. Ideal candidate will come from the financial services or trust industries...$110k
...Description Job Description Senior Tax Advisor - Dental Practice... ...is not centered around simply managing tax return production. The preparation... ...You’ll Do Serve as the trusted tax advisor for a portfolio... ..., equipment purchases, real estate, multi-state matters, and...SeniorFull timeRemote workFlexible hours$110k - $135k
...Job Description Job Description Tax Manager, CPAClient Advisory | Leadership Opportunity | Partnership Track Compensation: $110,00... ...traditional tax management position. It's an opportunity to become a trusted advisor to business owners, entrepreneurs, closely held...Summer workLocal areaFlexible hours- ...space. With a global presence and multiple Trust companies, BitGo serves thousands of... ...(ICFR) testing plan in coordination with management and external auditors Serve as the primary... ...of Directors, Audit Committees, and senior management across its regulated entities...Full timeWork at officeWorldwide
- ..., clients, and communities to thrive. As trusted advisors, we combine national-level expertise... ...seeking a motivated and detail-oriented Tax Associate to join our growing team. This... ...a Strong Team: Partner with associates, managers, and other service lines to deliver high-...Summer workLocal areaImmediate start
- ...also supports accounting and reporting related to trusts, annuities, endowments, grants, tax returns, scholarships, gifts, and pledges, along with review and... ...systems and reporting tools, and effective at managing multiple deadlines in a collaborative university...Full timeSummer workWork at officeImmediate start
- Job Responsibilities Review and prepare federal and multi-state tax returns; experience with C-Corps and ASC 740 tax provisions highly... ...accounting duties as needed in engagements and as assigned by managers. Train and develop Staff Accountants. Communicate with managers,...Senior
$16.75 - $17 per hour
...Assistant Store Manager Hourly rate ranges from $16.75 - $17.00 per hour and is dependent upon qualifications and experience. Benefits... ...is required. As an equal opportunity employer, Spencer Gifts Spirit Halloween considers applicants for all positions without...SeniorHourly payLocal area$40 - $66 per hour
...REST/SOAP API call experienceSummaryThe Senior Identity Systems Engineer is responsible... ...securing enterprise identity and access management infrastructure that enables reliable authentication... ...resilient, and aligned with modern zero trust principles and evolving business needs....SeniorFull timeWork experience placementShift workDay shift- Senior Multi-Media Account Executive*This is a full-time, in-office opportunity. *Take Your... ...and digital marketing? Do you bring trusted relationships, strategic insight, and a track... ....Key responsibilities include:Own and manage a book of business with a strong focus on...SeniorFull timeWork at officeLocal area
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