Eide Bailly

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 typical day as a 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.. Who You AreYou have a Bachelor's degree in Accounting, an active CPA license, or Enrolled Agent (EA) certification.. You have expertise in transfer tax and estate planning.

tax manager

Why You'll Love Working HereAt Eide Bailly we believe respect is how to treat everyone, not just those you want to impress. Our culture focuses on collaboration to achieve career growth. Innovation is highly encouraged, which is where programs like our EB Xchange originate. This program allows interested tax and audit employees to complete a rotation into a specialty area. We promote happy employees by making work/life balance a priority along with being actively involved in our communities. Our dedication to service can be seen through the Firm's decision to match charitable donations made by employees, as well as providing opportunities to volunteer throughout the year. Most importantly, we like to have fun! We offer a professional and fun work environment with frequent lunch and learns, socials, contests, outings and other events. 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 typical day as a 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 Accounting, an active CPA license, or Enrolled Agent (EA) certification. You have 5 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.Benefits and CompensationOur compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying salary ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.Salary range: $110,000-$145,000Beyond base salary, 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.

START NEW SEARCH