Tax Senior Manager - Gift, Trust & Estate Tax
$122k - $170kEide Bailly
Location: Minneapolis, MNWork Arrangement: In-office or Hybrid A Day in the LifeAs a Senior 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 Senior 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 AreYou have a Bachelor's degree in AccountingYou have an active CPA license or Enrolled Agent (EA) certification.You have 7+ years of experience in public accounting or related field working with a focus on individual clients and corporate trust companies.You are an excellent communicator -- your verbal and written communication skills are outstanding. The position 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 have experience with flow-through entities and private foundations.You excel at managing multiple priorities and always meet your deadlines.You have experience developing business and networkingMust 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$122,000 - $170,000 Annually - 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.BenefitsEide 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
$160k - $200k
...autonomy to reach your goals.EisnerAmper is seeking a Tax Senior Manager to join our Private Client Services Trust & Estate / High-Net-Worth team in Minneapolis, MN. This... ...owners.Review complex individual, fiduciary, gift, and estate tax returns.Manage a portfolio of...SeniorFull timeLocal area$145k - $217k
...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,... ...engagements, ensuring accuracy and timeliness.Serve as a trusted advisor to clients, providing proactive guidance on...SeniorTemporary workLocal areaFlexible hours$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,... ...researching current market trends to maintain credibility as a trusted advisor. Building client relationships and demonstrating...SeniorSeasonal workFlexible hours$132.7k - $303.2k
...and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our... ...in which financial institutions are trusted and flourish, and the global economy... ...of professionals providing dedicated tax technical services to both US and...SeniorWork experience placementSummer holidayFlexible hours$126.1k - $253k
...who have or require complex estate and income tax planning and compliance. Our... ...appropriate income tax, estate, gift, generation-skipping, philanthropic, retirement and trust aspects of a client’s... ...our clients’ goals. As a Tax Senior Manager, you will be responsible for...SeniorFull timeWork experience placementInternshipLocal area- DescriptionWe are looking for an experienced Senior Tax Manager to lead sophisticated tax engagements and serve as a trusted advisor to clients in the Twin Cities, Minnesota. This role combines deep technical tax knowledge with strong leadership, allowing you to guide complex...SeniorLocal area
$105k - $180k
...a Wealth Transition Services Tax Manager might include the following:Advising... ...and consulting on the estate planning process to create plans... ...research on estate, gift, GST, tax planning and compliance... ...individual and their estate/trusts from various angles to ensure...Work at officeLocal areaRemote workVisa sponsorship- ...seeks an experienced attorney with a JD and 10+ years in trust administration and estate planning to serve high-net-worth clients. You will handle... ...communication, discretion, and the ability to work across Insurance, Investments, Accounting and Tax. #J-18808-Ljbffr WaycrosseSenior
- ...Tax Manager - CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time About the Firm We're partnering with a... ...Build and maintain strong client relationships, serving as a trusted tax advisor Mentor, train, and develop staff members Stay...SeniorFull timeRemote workFlexible hours
$124k - $335k
...Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob... ...OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal... ...stakeholder management and building trust- Innovating processes to enhance operational...SeniorFull timeH1bLocal area$124k - $335k
...in our Merger and Acquisition Tax practice, within Tax services,... ...to help our clients meet and manage their tax obligations across unique... ..., now and in the future.As a Senior Manager, you'll work as part... ...and stakeholders to build trust.Uphold the firm's code of ethics...SeniorFull timeH1bLocal areaOverseas- ...Financial Services Tax Practice Senior Manager A career in our Financial Services Tax practice, within Corporate Tax services, will provide you... ...conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct....SeniorLocal areaOverseas
$145k - $195k
...professional home, Wipfli offers a career-defining opportunity. As a Senior Tax Manager, you will lead key client relationships within Wipfli's... ..., and the firm.ResponsibilitiesResponsibilities: Serve as a trusted advisor to construction clients, providing strategic tax...SeniorLong term contractTemporary workFor contractorsLocal areaFlexible hours$150k - $220k
...help each other grow in every aspect of life. Job Summary A Senior Tax Manager works closely with partners, as well as staff and clients and... ...tax returns for our individual clients, business returns and trust returns Stay current with changes in tax laws and regulations...SeniorWork at officeLocal area$120k - $150k
...every aspect of life. Job Summary: As an Income & Franchise Tax SALT Senior Manager , you'll work closely with Partners, staff, and clients and... ...within the SALT practice. This individual will serve as a trusted advisor to clients, mentor and develop team members, contribute...SeniorWork at officeLocal area$124k - $335k
...SectorNot ApplicableSpecialismInternational Tax ServicesManagement LevelSenior... ...automation, and increased efficiencies. As a Senior Manager you are to lead large projects, innovate... .... You are also responsible for building trust with multi-level teams and stakeholders...SeniorFull timeH1b- ...After Five Years of ServiceRyan is growing our Federal Income Tax Consulting practice—focused on Accounting for Income Taxes (ASC... ...’re seeking exceptional professionals at the Director and/or Senior Manager levels who are currently working in public accounting and ready...SeniorFull timeFlexible 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... ...evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until...H1bLocal area$126.1k - $253k
...particular role offers the opportunity to join the Partnership Tax team, a high-performing, high-growth team that advises clients... ...-class tax technology offerings.In your important role as Tax Senior Manager with RSM, you will be responsible for the following job duties...SeniorFull timeWork experience placementInternshipPrivate practiceLocal area$126.1k - $253k
...like RSM.A career within RSM’s Corporate Tax services will provide you with the opportunity... ...and compliance obligations, while managing the impact tax has on their business. You... ...our clients’ strategic objectives.As a Tax Senior Manager for RSM you will be responsible for...SeniorFull timeWork experience placementInternshipLocal area$141.9k - $284.9k
...and Methods (CIM) group, you will be responsible for providing tax consulting and advisory services around the timing of recognizing... ...impact on tax provisions/reserves, and IRS exam support, while managing teams of 2-5 professionals, extending service beyond core delivery...SeniorFull timeWork experience placementInternshipWork at officeLocal area- Frazier & Deeter, a rapidly growing Top 50 accounting and advisory firm, seeks a Senior Tax Manager to partner with partners, staff and clients to plan, manage, review and complete engagements. The role focuses on minimizing tax liability while staying compliant with evolving...Senior
$110k - $250k
...entity to allow for a strong culture, however the opportunities to expand are available as well due to our footprint! If you are a Tax Manager with at least 3 years experience in HNW individuals, then please read on…. Why join us? Do you want to work with some of the...SeniorLocal areaRemote workFlexible hours- Job Summary:The Core Tax Services Senior Manager is responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying...SeniorWork at officeLocal area
$130k
...Our client is seeking an experienced Senior Tax Manager to lead complex tax engagements and provide strategic tax planning and consulting... ...services to a diverse client base. This individual will serve as a trusted advisor to clients while mentoring and developing staff,...SeniorInterim roleLocal areaImmediate startRemote workWork from homeFlexible hours$100.35k - $205k
...individual clients and their trusts, estates, family offices,... ...solutions to complex tax issues? Do you not only... ...You’ll Do As a Tax Manager in our Private Wealth... ...corporations, estate, and gift work papers and tax... ...Tax Consultants and Tax Seniors; you will begin taking...Private practiceWork at officeLocal area- Avior Wealth Management LLC in Minnetonka, MN, seeks a Senior Manager for Avior Tax & Accounting to lead high‑impact tax engagements and provide strategic planning for individuals, businesses, and trusts. The role blends technical mastery with relational leadership, mentoring...Senior
$120k - $160k
...details Hybrid Role - Focused on Individual Taxes and working for a innovative, cutting... ...will be responsible for reviewing, managing, and signing individual tax returns, ensuring... ...logo and follow our LinkedIn page! Seniority level Seniority level Director Employment...SeniorFull timeWork at officeLocal areaRemote workWork from homeFlexible hours$135k - $155k
...Job Description Job Description Tax Professional, Senior Manager | $135,000 to $155,000 Base Salary | Full Time | Direct Hire What Matters... ...provide strategic tax planning, advanced technical review, and trusted advisory services for high net worth individuals and...SeniorFull timeLocal areaWork from homeFlexible hours2 days per week$115k - $150k
...are seeking an experienced Estate Specialist/Tax Accountant to support the tax... ...experience in fiduciary, estate, gift, and income tax matters who... ...gift tax returns.Prepare trust accountings, including... ...detail with the ability to manage multiple priorities and deadlines...Full timePrivate practiceWork at office3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Senior Manager - Gift, Trust & Estate Tax. Be the first to apply!
- senior tax director Minneapolis, MN
- sales & use tax manager Minneapolis, MN
- tax manager Minneapolis, MN
- hedge fund private equity tax manager Minneapolis, MN
- remote tax manager Minneapolis, MN
- senior international tax manager Minneapolis, MN
- sr tax manager Minneapolis, MN
- tax manager public accounting Minneapolis, MN
- state tax manager Minneapolis, MN
- tax director Minneapolis, MN


