Tax Senior Manager - Gift Trust and Estate
HybridSioux Falls, South Dakota, United States
Job Summary
Review gift, estate, and fiduciary tax returns while interpreting legal documents for estate and business succession planning. Work with staff to ensure accurate completion of returns by required deadlines and under firm processes, coaching team members along the way. Assist clients with varied estate planning knowledge by analyzing tax situations from multiple angles to maximize benefits, then implement plans based on cash flow projections and distribution strategies. Manage internal and external client relationships by proactively seeking value-added solutions while participating in business development activities and collaborating with the Wealth Transition Services team.
Required Qualifications
- Bachelor's degree in Accounting
- active CPA license
- Enrolled Agent (EA) certification
- 7 or more years of experience in public accounting tax work
- experience with gift, trust and estate tax returns
- expertise in transfer tax and estate planning
- experience developing business and networking
- Must be authorized to work in the United States now or in the future without visa sponsorship
Desired Qualifications
- experience with flow-through entities and private foundations
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