Tax Senior Associate - High Net Worth Tax

Eide Bailly; Phoenix (AZ); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Paid time off

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Life insurance

Disability insurance

Lifestyle account

Certification incentives

Education assistance

Referral program

Job summary

Eide Bailly in Phoenix, AZ is seeking a Tax Senior Associate to join our high net worth tax practice. You will work with individual tax clients, assisting with wealth transition across generations and preparing complex returns.

We value clear communication, ongoing professional development, and collaboration with the tax and Wealth Transition Services teams to optimize client outcomes.

Qualifications

• Bachelor's degree in Accounting and CPA license or EA in progress.
• 3+ years of public accounting tax experience including individual, fiduciary, gift and estate tax returns.
• Strong knowledge of tax accounting principles and IRS regulations.
• Excellent verbal and written communication skills.
• Keeps up-to-date with tax industry regulations and policies.
• Strong problem-solving abilities with a practical approach.

Responsibilities

• Prepare complex tax returns including individual, fiduciary, corporate, partnership, and split-interest returns by deadlines.
• Gather client information to ensure accurate tax returns.
• Analyze tax situations of individuals, trusts, and estates to maximize benefits.
• Collaborate with the tax and Wealth Transition Services teams on planning and special projects.
• Attend professional development and training seminars regularly.
• Interact with staff, clients, and external contacts.

Skills

Tax preparation

Tax planning

IRS regulations knowledge

Communication skills

Problem solving

Education

Bachelor's degree in Accounting

CPA or EA in progress

Job description

Location: Phoenix, AZ

Work Arrangement: In-Office/Hybrid

A Day in the Life

As a Tax Senior Associate in our high net worth tax practice, you will be responsible for working with individual tax 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 complex tax returns including individual, fiduciary, corporate, partnership, and split-interest returns by required deadlines.
• 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, their trusts, and their estate from various angles to ensure the maximum tax benefit is applied.
• Working with the tax and national Wealth Transition Services team to ensure the various components of the tax process are performed including tax planning, client interaction and performing special tax projects.
• 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 a Bachelor's degree in Accounting and you have or are actively working towards obtaining a CPA license or Enrolled Agent certification.
• You have 3+ years of experience in public accounting tax work including experience with individual, fiduciary, gift and estate tax returns.
• You have a well-rounded knowledge of tax accounting principles and IRS regulations.
• You are an excellent communicator -- your verbal and written communication skills are outstanding.
• 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.

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.

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.

Next Steps

We’ll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page.

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