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Eide Bailly Fiduciary & Estate Tax Manager (Remote Eligible) in Billings, Montana

Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 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!

Why You'll Love Working Here

At 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 Life
A typical day as a Tax Manager in Billings, MT might include the following:
Prepare returns for a variety of clients, with a focus on trusts and estates.
Work with staff to ensure individual and business tax returns are completed correctly and by the required deadline.
Review, approve, and sign tax returns for release to clients, with a focus on trusts & estates.
Coach or mentor a staff member to assist with enhancing their skills and further developing their career.
Gather relevant tax-related information from the client so an accurate tax return can be prepared.
Look at tax situations from various angles to ensure the maximum tax benefit is applied.
Network, build relationships, and attract new clients or business for the Firm.
Bill clients for the services and guidance provided.

Who You Are
You have prior experience in the working with tax clients in one or more of the following areas: wealth transition, trusts, estate & gift planning
You enjoy keeping current on the ever-changing tax industry's regulations and policies.
You have a knack for solving problems and easily notice issues while bringing solutions to the table.
You take pride in helping others, and you are ready to take on the challenge of leading and coaching a team of high-performing individuals.
Network, build relationships, and attract new clients or business for the firm.
In addition to all of this, you hold an active CPA license and have 5-7 years of experience in public accounting tax work.
This position is available to remote candidates as well.
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 , LinkedIn or our About Us page.

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