Senior Tax Associate: High Net Worth & Wealth Transfer

Eide Bailly LLP; 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

Life and disability insurance

Education assistance

Job summary

Eide Bailly LLP, located in Phoenix, AZ, is seeking a Tax Senior Associate to assist individual tax clients with wealth transition practices. The ideal candidate will prepare various tax returns and work closely with clients to ensure accurate tax filings, while also engaging in professional development.

Candidates should possess a Bachelor’s degree in Accounting and ideally have 3+ years of public accounting experience. The role offers an in-office/hybrid work arrangement with a range of generous benefits including paid time off and comprehensive insurance.

Qualifications

• 3+ years of experience in public accounting tax work.
• Must have or be pursuing CPA license or Enrolled Agent certification.
• Knowledge of IRS regulations and tax benefits.

Responsibilities

• Prepare complex tax returns by required deadlines.
• Gather tax-related information from clients.
• Work with the national Wealth Transition Services team.

Skills

Communication Skills

Tax Accounting Principles

Problem-Solving

Education

Bachelor’s degree in Accounting

Job description

Eide Bailly LLP, located in Phoenix, AZ, is seeking a Tax Senior Associate to assist individual tax clients with wealth transition practices. The ideal candidate will prepare various tax returns and work closely with clients to ensure accurate tax filings, while also engaging in professional development.

Candidates should possess a Bachelor’s degree in Accounting and ideally have 3+ years of public accounting experience. The role offers an in-office/hybrid work arrangement with a range of generous benefits including paid time off and comprehensive insurance.