Tax Senior Associate Gift Trust and Estate
Sioux Falls, SD - USA
Job Summary
Location: Sioux Falls SD
Work Arrangement: In-office or Hybrid
Typical Day in the Life
As a Tax Senior Associate 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 Associate might include the following:
- Preparing fiduciary estate and gift tax returns by required deadlines.
- Working with the tax and wealth transition team to ensure the various components of the tax process are performed.
- Working with the national Wealth Transition Services team on various projects.
- Working with clients to ensure relevant tax-related information is gathered so that an accurate tax return can be prepared.
- Looking at the tax situation of the individual and their estate from various angles to ensure the maximum tax benefit is applied.
- Attending professional development and training seminars on a regular basis.
- Effectively interacting with all levels of staff clients and other external business contacts.
Who You Are
- You have good communication skills both written and verbal.
- You are a multi-tasking master and there is never a deadline you cant meet.
- You enjoy keeping up-to-date on the ever-changing tax industrys regulations and policies.
- You have a knack for solving problems and easily notice issues while bringing solutions to the table.
- In addition to all of this you have a Bachelors degree in Accounting hold an active CPA license (or are pursuing one) and have 3 or more years of experience in public accounting tax work including experience with gift trust and estate tax returns.
Must be authorized to work in the United States now or in the future without visa sponsorship.
Making an Impact Together
People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly weve built a collaborative workplace based on integrity authenticity and support for one another. Youll find opportunities for education and career growth a team dedicated to your success and benefits that put your familys needs first. Hear what our employees have to say about working at Eide Bailly.
Compensation
Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography experience education skills and internal equity.
Benefits
Beyond base compensation Eide Bailly provides benefits such as: generous paid time off comprehensive medical dental and vision insurance 401(k) profit sharing life and disability insurance lifestyle spending account certification incentives education assistance and a referral program.
Next Steps
Well 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 learn more about us onFacebookTwitterInstagramLinkedInor ourAbout Uspage.
Eide Bailly is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex national origin disability veteran status or any other status protected under local state or federal laws.
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Required Experience:
Senior IC
About Company
Eide Bailly LLP is a regional certified public accounting (CPA) and business advisory firm. Clients benefit from our core services of audit & assurance and tax.