Tax Senior Manager - Gift Trust and Estate

Location: Sioux Falls, SD

Work Arrangement: In-office, or Hybrid

Typical Day in the Life

As a Tax Senior 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 Senior 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.

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