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Tax Manager

Role Overview

This senior-level Tax Manager role involves overseeing complex transfer tax return engagements, conducting in-depth research on federal and state estate, gift, and GST taxes, and providing technical guidance to client service teams. The position requires reviewing legal documents, mentoring staff, and collaborating with accounting and legal teams to implement estate planning strategies, ensuring compliance and accuracy in tax matters.

Perks & Benefits

The job offers flexible work arrangements including onsite, hybrid, or remote options, with benefits such as health, dental, and vision insurance, a profit-sharing plan with 401(k), and flexible time off. The company emphasizes a supportive culture focused on career growth, team collaboration, and professional development, with no specific time zone restrictions mentioned, allowing for adaptable remote work.

Full Job Description

Open to onsite, hybrid, or remote working arrangement.Manager Transfer Tax Technical Research and Compliance serves as a subject matter expert on federal and state transfer tax matters, including estate, gift, and generation-skipping transfer (GST) taxes. This role is responsible for overseeing the technical accuracy, quality, and efficiency of complex transfer tax return engagements, providing in-depth research and guidance on sophisticated estate planning strategies, and supporting client service teams with technical expertise and training.This position is ideal for an experienced tax professional with deep knowledge of transfer tax law, a passion for technical research, and the ability to translate complex concepts into practical guidance for clients and internal teams.Essential Position Responsibilities: Conduct comprehensive technical research on federal and state transfer tax issues, including estate, gift, and GST taxation; prepare written analyses and planning recommendations. Conduct comprehensive research on income tax issues, including fiduciary income tax; prepare written analyses and planning recommendations. Review and interpret legal documents (wills, trust agreements, buy-sell agreements) in the context of estate tax compliance and planning. Oversee the preparation, review, and filing of federal and state estate (Form 706) and gift (Form 709) tax returns. Serve as an internal resource, providing technical guidance and proactive recommendations on estate and trust matters. Mentor and train staff in estate and trust compliance and technical research. Monitor changes in estate and trust tax law and advise firm leadership on implications. Partner with accounting team, wealth solutions team and attorneys to design and implement estate planning, trust administration, and business succession strategies.Requirements Bachelor s Degree in in accounting or related field required 5+ years of experience in tax law, including transfer tax and fiduciary income tax, preferably in public accounting Licensed CPA preferred Strong technology skills Ability to work on multiple projects and meet deadlines Ability to communicate clearly in writing and verbally Team player Ability to think innovativelyBenefitsHealth insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program. About the companyFounded in 1927, Brady Martz is an accounting and consulting firm specializing in Accounting, Auditing, Tax, and Consulting Services located throughout North Dakota, South Dakota and Western Minnesota.Brady Martz is a devoted advisor that is experienced, attentive, and invested in helping each of our team members reach their full potential. We consider our team members to be our greatest competitive advantage. Our firm prides itself on being a fun and challenging place to build a career. Whether you are a recent graduate or an experienced professional, we challenge you to join us in Making Every Day Count. We are constantly looking for motivated, bright individuals to join our team. As you begin your career with our firm, our shareholders, managers, and administrative staff will be with you every step of the way.If you're the right fit for Brady Martz, we encourage you to join us!

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