HNW Tax Manager: Wealth & Estate Planning Expert

Eide Bailly LLP; Phoenix (AZ); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Generous paid time off

Comprehensive medical insurance

401(k) profit sharing

Certification incentives

Job summary

Eide Bailly LLP is seeking a tax professional primarily focused on preparing and reviewing complex tax returns for individuals and various entities such as partnerships and nonprofits. Along with tax preparation, the role also emphasizes managing client relationships and supporting business development activities.

The ideal candidate will have a Bachelor's degree in Accounting, an active CPA license or EA certification, and at least 5 years of public accounting experience. The position is located in Phoenix, Arizona, and allows for in-office as well as hybrid work arrangements.

Qualifications

• 5+ years of experience in public accounting tax work.
• Well-rounded knowledge of IRS regulations.
• Expertise in individual income tax and estate tax planning.

Responsibilities

• Preparing complex tax returns for various entities.
• Managing client relationships and seeking value additions.
• Supporting business development and networking efforts.

Skills

Communication skills

Knowledge of tax accounting principles

Experience with individual income tax

Experience with estate tax planning

Networking skills

Education

Bachelor's degree in Accounting

Active CPA license or EA certification

Job description

Eide Bailly LLP is seeking a tax professional primarily focused on preparing and reviewing complex tax returns for individuals and various entities such as partnerships and nonprofits. Along with tax preparation, the role also emphasizes managing client relationships and supporting business development activities.

The ideal candidate will have a Bachelor's degree in Accounting, an active CPA license or EA certification, and at least 5 years of public accounting experience. The position is located in Phoenix, Arizona, and allows for in-office as well as hybrid work arrangements.