Tax Manager - Gift Trust and Estate

Eide Bailly

Minneapolis, MN · HybridFull-time$95–130K/yrSeen todaySeen in employer's feed today

Minneapolis, MNHybridFull-time$95–130K/yrSeen todaySeen in employer's feed today

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At a glance

Compensation

$95–130K/yr

Location

Minneapolis, MNHybrid

Schedule

Full-time

Work Authorization

Not specified

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Requirements

Credentials this posting asks for.

CPA LicenseEnrolled Agent CertificationBachelor's degree

Job overview

The Tax Manager will lead client engagements on wealth transition, reviewing and preparing gift, estate and fiduciary tax returns, mentoring staff, interpreting legal documents, and developing tax‑efficient planning strategies. Responsibilities include managing client relationships, business development, and collaborating with the Wealth Transition Services team while ensuring compliance with deadlines and firm processes.

Skills & qualifications

RequiredNice to have

Skills

CPA LicenseEnrolled Agent CertificationTransfer Tax ExpertiseEstate Planning ExpertiseFlow‑Through Entities KnowledgePrivate Foundations KnowledgeCommunicationMultitaskingBusiness DevelopmentNetworking

Qualifications

Bachelor's Degree in AccountingCPA LicenseEnrolled Agent Certification5+ Years Public Accounting Tax ExperienceMust Be Authorized to Work in United States Without Visa Sponsorship

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Match

Paid Time Off

Full job description

Job Duties

Location: Minneapolis, MN

Work Arrangement: In-office, or Hybrid

Typical Day in the Life

As 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 Are

You 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 workincluding 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.

Making an Impact Together

People 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

95,000 - 130,000 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.

Benefits

Beyond base compensation, 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.

Next Steps

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 learn more about us onFacebook,Twitter,Instagram,LinkedInor ourAbout Uspage.

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.

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Eide Bailly LLP 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.