Tax Senior Associate High Net Worth Tax

Location: Phoenix AZ

Work Arrangement: In-Office/Hybrid

A Day in the Life

As a Tax Senior Associate in our high net worth tax practice you will be responsible for working with individual tax 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 complex tax returns including individual fiduciary corporate partnership and split-interest returns by required deadlines.
• 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 their trusts and their estate from various angles to ensure the maximum tax benefit is applied.
• Working with the tax and national Wealth Transition Services team to ensure the various components of the tax process are performed including tax planning client interaction and performing special tax projects.
• 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 a Bachelors degree in Accounting and you have or are actively working towards obtaining a CPA license or Enrolled Agent certification.
• You have 3 years of experience in public accounting tax work including experience with individual fiduciary gift and estate tax returns.
• You have a well-rounded knowledge of tax accounting principles and IRS regulations.
• You are an excellent communicator -- your verbal and written communication skills are outstanding.
• 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.

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.

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 the meantime we encourage you to learn more about us on Facebook Twitter Instagram LinkedIn or our About Us page.

Eide Bailly LLP 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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