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Eide Bailly LLP · 1 day ago

Tax Manager - Gift, Trust & Estate Tax

Omaha, NE

Full-time

Hybrid

Senior Level

5+ years exp

Eide Bailly LLP is a collaborative workplace seeking a Tax Manager specializing in Gift, Trust, and Estate Tax. The role involves working with clients on wealth transition, preparing tax returns, managing client relationships, and mentoring staff.

Business Development

Growth Opportunities

No H1B

Responsibilities

Interpreting and reviewing various legal documents in relation to estate and business succession planning

Technical research on estate planning and compliance matters for internal clients

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

Assist in preparation of marketing materials and presentation of internal and external webinar trainings

Preparing and 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

Participating in business development activities

Working with the firm Wealth Transition Services team on various projects

Qualification

CPA licenseEnrolled Agent certificationTransfer tax expertiseEstate planning expertisePublic accounting experienceFlow-through entities experiencePrivate foundations experienceBusiness developmentNetworkingCoachingCommunication skillsMentoring