Tax Senior Associate - Gift Trust and Estate

Colorado Railroad Museum; Sioux Falls (SD); Vor Ort; USD 70.000 - 90.000; Vollzeit

Benefits dieser Stelle

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

Referral program

Zusammenfassung

Colorado Railroad Museum is seeking a Tax Senior Associate in Sioux Falls, SD. The role involves preparing fiduciary, estate, and gift tax returns while working closely with clients and the tax team. Candidates should have a Bachelor's degree in Accounting, an active CPA license (or be pursuing it), and at least three years of public accounting experience. Generous benefits include paid time off, medical insurance, 401(k), and education assistance.

Qualifikationen

• 3 or more years of experience in public accounting tax work.
• Experience with gift, trust, and estate tax returns.

Aufgaben

• Prepare fiduciary, estate, and gift tax returns by required deadlines.
• Ensure that tax-related information is accurately gathered.
• Work with clients to evaluate tax situations for maximum benefits.

Kenntnisse

Communication skills

Multi-tasking

Problem-solving

Ausbildung

Bachelor’s degree in Accounting

Active CPA license or pursuing one

Jobbeschreibung

Location

Sioux Falls, SD

Work Arrangement

In-office, or Hybrid

Typical Day in the Life

As a Tax Senior Associate you will be responsible for working with 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 fiduciary, estate, and gift tax returns by required deadlines.
• Working with the tax and wealth transition team to ensure the various components of the tax process are performed.
• Working with the national Wealth Transition Services team on various projects.
• 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 and their estate from various angles to ensure the maximum tax benefit is applied.
• 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 good communication skills, both written and verbal.
• You are a multi-tasking master and there is never a deadline you can't meet.
• You enjoy keeping up-to-date on the ever-changing tax industry's regulations and policies.
• You have a knack for solving problems and easily notice issues while bringing solutions to the table.
• You have a Bachelor’s degree in Accounting, hold an active CPA license (or are pursuing one) and have 3 or more years of experience in public accounting tax work including experience with gift, trust and estate tax returns.

Must be authorized to work in the United States now or in the future without visa sponsorship.

Compensation

Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.

Benefits

• 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
• Referral program

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.