Estate & Gift Tax Senior Associate - Hybrid

Eide Bailly; Sioux Falls (SD); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) profit sharing

Education assistance

Generous paid time off

Job summary

Eide Bailly seeks a Tax Senior Associate in Sioux Falls, SD. This role involves preparing fiduciary, estate, and gift tax returns and coordinating with the wealth transition team to ensure accurate tax filings.

You will support clients, gather information, and analyze tax positions to maximize benefits. Requires a Bachelor's in Accounting with an active CPA or pursuing CPA and at least 3 years of public accounting tax experience focusing on gift, trust, and estate returns.

Qualifications

• Bachelor's degree in Accounting required.
• Active CPA license or pursuing CPA required.
• 3+ years of public accounting tax experience including gift, trust and estate tax returns.

Responsibilities

• Prepare fiduciary, estate, and gift tax returns by deadlines.
• Coordinate with tax and wealth transition team on tax process components.
• Collaborate with Wealth Transition Services team on projects.
• Gather tax-related information from clients for accurate tax returns.
• Analyze tax positions to maximize tax benefits.
• Attend professional development and training seminars regularly.
• Interact with staff, clients, and external contacts.

Skills

Communication skills

Multi-tasking

Problem solving

Tax industry knowledge

Education

Bachelor's degree in Accounting

CPA license (or pursuing)

Job description

Eide Bailly seeks a Tax Senior Associate in Sioux Falls, SD. This role involves preparing fiduciary, estate, and gift tax returns and coordinating with the wealth transition team to ensure accurate tax filings.

You will support clients, gather information, and analyze tax positions to maximize benefits. Requires a Bachelor's in Accounting with an active CPA or pursuing CPA and at least 3 years of public accounting tax experience focusing on gift, trust, and estate returns.