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
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...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- ...Ernst & Young Oman is seeking a Real Estate Tax Senior Manager in Minneapolis, MN. The role involves leading tax planning projects across real estate, hospitality, and construction sectors, providing timely advisory services, and managing teams to ensure reliable tax advice...Senior
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$105k - $180k
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...Job Description EisnerAmper is seeking a Senior Manager to join our National Tax Office. We are seeking someone who thrives in a growing environment,... ...the firm, EisnerAmper's Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates...SeniorWork at officeLocal areaRemote work$124k - $335k
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$110k - $250k
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