Estate & Gift Tax Manager Lead Wealth Transitions
$95k - $130kEide Bailly
Eide Bailly in Minneapolis, MN is seeking a skilled Tax Manager to assist clients in wealth transition across generations. This role involves reviewing tax returns, coaching staff, and managing client relationships to provide valuable solutions. The ideal candidate has a Bachelor's in Accounting, an active CPA license or EA certification, and at least 5 years of relevant expertise. Competitive compensation ranges from $95,000 to $130,000 annually, alongside generous benefits. #J-18808-Ljbffr Eide Bailly
$109k - $136k
...or Hybrid 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... ...might include the following:Reviewing gift, estate and fiduciary tax returns.Working with...SuggestedWork at officeLocal areaVisa sponsorship$105k - $180k
...the LifeA typical day as a Wealth Transition Services Tax Manager might include the... ...Advising and consulting on the estate planning process to create... ...Technical research on estate, gift, GST, tax planning and... ...transition topics.You are able to lead and coordinate large...SuggestedWork at officeLocal areaRemote workVisa sponsorship$95k - $130k
Eide Bailly LLP is seeking a Tax Manager in Minneapolis, MN, responsible for assisting clients with wealth transition and overseeing tax returns. The ideal candidate has over 5 years of public accounting tax experience and a Bachelor's degree in Accounting or equivalent...Suggested$95k - $130k
The Colorado Railroad Museum is seeking a Tax Manager to handle client tax responsibilities, including gift, estate, and fiduciary returns. You'll coach staff, manage relationships, and assist clients with various tax scenarios. This in-office or hybrid role requires a...SuggestedWork at office$122k - $170k
Eide Bailly LLP in Minneapolis, MN is seeking a Senior Tax Manager to assist clients with wealth transition and estate planning. You will be responsible for reviewing tax returns, coaching staff, and managing client relationships. Candidates should have a Bachelor's degree...Suggested$122k - $170k
Eide Bailly is seeking a Senior Tax Manager in Minneapolis, MN, responsible for assisting clients with wealth transition strategies. The role includes reviewing tax returns, coaching staff, and managing client relationships. Ideal candidates have a Bachelor's in Accounting...$160k - $200k
...goals.EisnerAmper is seeking a Tax Senior Manager to join our Private Client Services Trust & Estate / High-Net-Worth team in Minneapolis... ...complex individual, fiduciary, gift, and estate tax returns.Manage... ...on income tax planning, wealth transfer planning, trust and estate...Full timeLocal area$100.35k - $205k
...and their trusts, estates, family offices, investment... ...to complex tax issues? Do you not... ...’s growing Private Wealth practice! Recruiting... ...You’ll Do As a Tax Manager in our Private Wealth... ..., estate, and gift work papers and tax... ...as well prepare and lead client meetings on...Private practiceWork at officeLocal area$145k - $217k
...and find a professional home, Wipfli offers a career-defining opportunity. As a Senior Tax Manager specializing in Real Estate, you will serve as a strategic advisor to clients, leading complex tax engagements and driving innovative solutions. This role combines...Temporary workLocal areaFlexible hours$99k - $266k
...The Opportunity As a Financial Services Tax - Real Estate Manager, you will play a pivotal role within our Tax practice, advising clients on... ...requirements and jurisdictional challenges. As a Manager, you will lead teams and manage client accounts, focusing on strategic...H1bLocal area- EisnerAmper seeks a Tax Senior Manager to join our Private Client Services Trust & Estate / High-Net-Worth team in Minneapolis, MN. The successful candidate will oversee tax planning and compliance for high-net-worth individuals and families, while mentoring staff and developing...Local area
$147.4k - $336.8k
Location: Anywhere in Country Overview The Real Estate Tax Senior Manager will apply knowledge across a wide range of tax areas and processes,... ...strategic outcomes for complex issues. You will be expected to lead tax planning projects for a diverse client base, providing...Seasonal workFlexible hours- EisnerAmper LLP in Minneapolis, MN seeks a Tax Senior Manager to lead our Private Client Services Trust & Estate / High-Net-Worth team. You will oversee complex tax planning and compliance for high-net-worth individuals and families, mentor staff, and collaborate with partners...
- EY is looking for a Real Estate Tax Senior Manager in Minneapolis, MN, who will lead tax planning projects and provide strategic outcomes for complex tax issues. The successful candidate will manage a motivated team while developing client relationships across the real...Flexible hours
$132.7k - $303.2k
...across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our... ...professionals providing dedicated tax technical services to both US and... ...or annuity tax service delivery. Lead tax processes by directing and coordinating...Work experience placementSummer holidayFlexible hours- A leading global professional services firm seeks a Private Tax Manager in Minneapolis. This role involves advising high-growth private companies and managing client relationships. Candidates must have a bachelor’s degree, CPA certification, and at least 8 years of experience...
- Ryan Companies Inc. in Minneapolis is seeking a Senior Real Estate Coordinator to support the Real Estate Manager and property team across building operations. You will act as the front-line liaison with tenants and vendors, help implement tenant relationship plans, and...Work at office
$98k - $125k
...Tax Manager - Real EstateAt Mahoney, we have a passion for precision by going beyond completing... ...Credits (HTC), and other complex real estate compliance needs. Through HUD audits, real... ...statements, and cost certifications. You also lead the preparation and review of LIHTC and...Immediate startFlexible hours- CliftonLarsonAllen (CLA) is seeking an experienced Manager/Director - Income Franchise Tax to join our State & Local Tax team in Minnesota. You will lead income/franchise tax projects, drive growth, and mentor regional staff in a collaborative environment. The ideal candidate...Local area
- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated... ...or Brokerage Client Associate.Demonstrated ability to transition and grow an established portfolio of High Net Worth (...Full timeWork experience placementWork at office
$126.1k - $253k
We are the leading provider of professional services... ...have or require complex estate and income tax planning and... ...appropriate income tax, estate, gift, generation-skipping,... .... As a Tax Senior Manager, you will be responsible... ...tax services including wealth transfer, charitable and...Full timeWork experience placementInternshipLocal area$115k - $150k
...are seeking an experienced Estate Specialist/Tax Accountant to support the tax... ...experience in fiduciary, estate, gift, and income tax matters who... ...role in developing industry-leading solutions that make a... ...detail with the ability to manage multiple priorities and deadlines...Full timePrivate practiceWork at office3 days per week$120k - $140k
BDO USA in Minneapolis is seeking a Tax Manager for its Transaction Advisory Services. This role is essential in ensuring timely engagement execution and meeting client expectations. Responsibilities include managing client engagements and analyzing tax risks, along with...- A leading planning firm in Minneapolis is seeking an experienced Senior Transit Planner with a strong background in transit policy and sustainability. The role involves developing client relationships, leading projects, and supporting efforts across North America. Candidates...Flexible hours
$124k - $335k
...Senior Manager, Financial Services Tax PracticeA career in our Financial Services Tax practice, within Corporate... ...teams and engagements.Initiate and lead open conversations with teams,... ...Opportunity: As part of the Asset and Wealth Management team you are expected to join...Local areaOverseas- Forvis Mazars, LLP is seeking a Tax Manager in Minneapolis to lead tax compliance and advisory work for individuals, partnerships, and corporations. The role involves research on complex matters, reviewing returns, and communicating findings to clients. You will partner...
$105.38k - $215.38k
...Summary Are you a strategic and creative Unclaimed Property Tax professional who enjoys working on complex state unclaimed... ...ends on May 31, 2027.What you’ll doAs an Unclaimed Property Tax Manager within the Indirect Tax group, you will provide tax consulting and...Work at officeLocal area- Ryan Companies has an exciting opportunity for an Associate Real Estate Manager in downtown Minneapolis. This role creates and maintains value in real property aligned with owner objectives and balances tenant and owner relations, budgeting, expense control and risk management...
$99k - $266k
...At PwC, our people in tax services focus on providing advice and guidance to clients on... ...leveraging team member's unique strengths, and managing performance to deliver on client... ...success of our Firm. You are expected to lead with integrity and authenticity, articulating...H1b- The Bahnsen Group in Minnetonka, MN is seeking a Tax Manager to join our growing Tax Services Department. This is a full-time, in-office... ...and Family Office clients. You will collaborate with Private Wealth Advisors, participate in client meetings, and mentor junior staff...Full timeWork at office
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