Tax Senior Associate - Gift Trust and Estate

Eide Bailly LLP; Sioux Falls (SD); Hybrid; USD 70.000 - 110.000; Vollzeit

Zusammenfassung

Eide Bailly in Sioux Falls, SD is seeking a Tax Senior Associate to work with clients on fiduciary, estate, and gift tax matters. This position is based in-office with hybrid options.

You will prepare tax returns, collaborate with wealth transition teams, gather information from clients, and ensure accurate filings while staying current with tax regulations. Requires Bachelor's in Accounting, CPA (or pursuing), and 3+ years in public accounting tax.

Qualifikationen

• Bachelor's degree in Accounting is required.
• CPA license (or pursuing) required.
• Minimum 3 years public accounting tax experience, including experience with gift, trust and estate tax returns.

Aufgaben

• 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 gather relevant tax-related information for accurate tax returns.
• Analyzing the tax situation from multiple angles to maximize tax benefit.
• Attending professional development and training seminars regularly.
• Interacting with staff, clients, and external contacts.

Kenntnisse

Communication skills

Multi-tasking

Regulatory tax knowledge

Problem solving

Ausbildung

Bachelor's degree in Accounting

CPA license (or pursuing)

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.
• In addition to all of this, 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.

Making an Impact Together

People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly.

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

Beyond base compensation, Eide Bailly provides benefits such as: 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, and a referral program.

Eide Bailly 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.