Tax Senior Associate - Gift Trust and Estate

Eide Bailly; Sioux Falls (SD); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) profit sharing

Education assistance

Generous paid time off

Job summary

Eide Bailly seeks a Tax Senior Associate in Sioux Falls, SD. This role involves preparing fiduciary, estate, and gift tax returns and coordinating with the wealth transition team to ensure accurate tax filings.

You will support clients, gather information, and analyze tax positions to maximize benefits. Requires a Bachelor's in Accounting with an active CPA or pursuing CPA and at least 3 years of public accounting tax experience focusing on gift, trust, and estate returns.

Qualifications

• Bachelor's degree in Accounting required.
• Active CPA license or pursuing CPA required.
• 3+ years of public accounting tax experience including gift, trust and estate tax returns.

Responsibilities

• Prepare fiduciary, estate, and gift tax returns by deadlines.
• Coordinate with tax and wealth transition team on tax process components.
• Collaborate with Wealth Transition Services team on projects.
• Gather tax-related information from clients for accurate tax returns.
• Analyze tax positions to maximize tax benefits.
• Attend professional development and training seminars regularly.
• Interact with staff, clients, and external contacts.

Skills

Communication skills

Multi-tasking

Problem solving

Tax industry knowledge

Education

Bachelor's degree in Accounting

CPA license (or pursuing)

Job description

ResponsibilitiesAs 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.

Location: Sioux Falls, SD
Work Arrangement: In-office, or Hybrid

Typical Day in the LifeAs 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 TogetherPeople 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.

CompensationOur 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.

BenefitsBeyond 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.