Senior Tax Associate, High Net Worth & Estate Planning

Colorado Railroad Museum; Phoenix (AZ); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Generous paid time off

Comprehensive medical, dental, and vision insurance

401(k) profit sharing

Education assistance

Job summary

Colorado Railroad Museum is seeking a Tax Senior Associate based in Phoenix, AZ, to manage high net worth tax clients and ensure smooth transitions of wealth. Responsibilities include preparing complex tax returns and ensuring all tax-related information is accurate to maximize benefits. Candidates must possess a Bachelor’s degree in Accounting, have 3+ years of public accounting experience, and strong communication skills. Eide Bailly offers a collaborative culture, professional growth opportunities, and a comprehensive benefits package including paid time off and medical insurance.

Qualifications

• 3+ years of experience in public accounting tax work including individual and fiduciary returns.
• Well-rounded knowledge of tax accounting principles and IRS regulations.
• Strong written and verbal communication skills.

Responsibilities

• Prepare complex tax returns by required deadlines.
• Work with clients to gather tax-related information.
• Ensure maximum tax benefits are applied to tax situations.

Skills

Public accounting tax work

Excellent communication

Problem-solving

Education

Bachelor's degree in Accounting

CPA license or Enrolled Agent certification

Job description

Colorado Railroad Museum is seeking a Tax Senior Associate based in Phoenix, AZ, to manage high net worth tax clients and ensure smooth transitions of wealth. Responsibilities include preparing complex tax returns and ensuring all tax-related information is accurate to maximize benefits. Candidates must possess a Bachelor’s degree in Accounting, have 3+ years of public accounting experience, and strong communication skills. Eide Bailly offers a collaborative culture, professional growth opportunities, and a comprehensive benefits package including paid time off and medical insurance.