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Trust, Estate and Gift Tax Manager

Company: Eide Bailly
Location: Sioux Falls
Posted on: July 13, 2019

Job Description:

About the team:Who We Are

Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have more than 30 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!

We promote a happy workplace by making work-life balance a daily practice and actively engaging in the communities we serve. Our dedication to service is showcased in our firm's charitable donation match and focus on encouraging staff to volunteer their time to causes close to them. We also support living healthier lifestyles by offering additional perks like a Wellness Benefit to be spent on fitness-related purchases every year. These are just some of the reasons why we remain an employer of choice for today's top talent.Job you will do:Typical Day in the Life

This position has the potential for rapid advancement. A typical day as a Trust, Estate and Gift Tax Manager in Sioux Falls might include the following:


  • Reviewing fiduciary, individual, estate and gift tax returns.
  • Working with staff to ensure fiduciary, individual, estate, and gift 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.
  • Implementing the planning process to create plans based on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow.
  • Assisting clients which 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.
  • Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience.
  • Business development and billing responsibility.
  • Working with the firmwide Wealth Transition Services team on various projects,

    Who You Are


    • You are an excellent communicator -- your verbal and written communication skills are outstanding. The Trust, Estate and Gift Tax Manager will interact with clients at all levels of the income scale and will speak to groups on wealth transition topics.
    • You have expertise in individual tax, transfer tax and estate planning.
    • You have experience with flow-through entities and private foundations.
    • You are a multi-tasking master and there is never a deadline you can't meet.
    • You take pride in helping others and look forward to the challenge of leading and developing a team of tax and wealth planning professionals.
    • You have experience developing business and networking.
    • In addition to all of this, you have a Bachelor's degree in Accounting, an active CPA license or law degree preferred or significant experience working with wealth transition services. Must have 5 to 10 years of experience in public accounting or related field working with individual clients and corporate trust companies.

      Must be authorized to work in the United States permanently without the requirement of sponsorship at any point in the future.

      What to Expect Next

      We'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, Pinterest or our About Us page.

      #LI-AA1

Keywords: Eide Bailly, Sioux Falls , Trust, Estate and Gift Tax Manager, Executive , Sioux Falls, South Dakota

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