Tax Senior Associate - High Net Worth Tax

Eide Bailly LLP; Phoenix (AZ); On-site; 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

Responsibilities

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 might include the following:

• Preparing complex tax returns including individual, fiduciary, corporate, partnership, and non‑profit tax 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.

Location

Phoenix, AZ

Work Arrangement

In‑Office/Hybrid

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.

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 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.