Eide Bailly

Tax Senior Associate - Gift, Trust, & Estate Tax

Eide Bailly$75K — $95K *
Reno, NV 89502In-Person
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting; CPA license preferred or actively pursuing CPA; Enrolled Agent certification accepted.
  • 3+ years of public accounting tax experience, specifically with gift, trust, and estate tax returns.
  • Strong written and verbal communication skills.
  • Expertise in managing multiple tasks and meeting deadlines.
  • Interest in continuously learning about tax regulations and policies.
  • Proficient in problem-solving with a proactive approach to identifying issues.

Responsibilities

  • Prepare fiduciary, estate, and gift tax returns within required deadlines.
  • Collaborate with the tax and wealth transition team on process execution.
  • Engage with the national Wealth Transition Services team on various projects.
  • Collect and verify tax-related information from clients for tax return accuracy.
  • Analyze individual and estate tax situations for maximum benefits.
  • Participate in ongoing professional development and training activities.
  • Interface effectively with staff, clients, and external contacts at all levels.

Benefits

  • Generous paid time off.
  • Comprehensive medical, dental, and vision insurance.
  • 401(k) profit sharing program.
  • Life and disability insurance.
  • Lifestyle spending account.
  • Certification incentives and education assistance.
  • Employee referral program.
Full Job Description
Location: Reno, NV

Work Arrangement: Hybrid

A 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 a Bachelor's degree in Accounting and hold a valid CPA license or are working towards obtaining a CPA license (preferred); Enrolled Agent (EA) certification also accepted.
  • You have 3 or more years of experience in public accounting tax work including experience with gift, trust and estate tax returns.
  • 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.


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.

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.

#LI-AH1

About Eide Bailly

Eide Bailly is a regional certified public accounting (CPA) and business advisory firm headquartered in Fargo, North Dakota. The firm has over 40 offices in 14 states and provides services to a wide range of industries, including agriculture, construction, healthcare, manufacturing, nonprofit, oil and gas, and real estate. Eide Bailly offers a variety of services, including audit and assurance, tax, business outsourcing and strategy, technology consulting, and wealth management. The firm was founded in 1917 and has grown to become one of the top 25 CPA firms in the United States.
Learn more about Eide Bailly
Size
2,900 employees
Industry
Founded
1998

Similar Jobs

More Jobs at Eide Bailly

  • Eide Bailly
    Tax Senior Manager
    $146K — $213K *
    Pasadena, CA 91104 (Los Angeles County)
    Legal & Accounting
    In-Person
  • Eide Bailly
    Tax Manager
    $80K — $110K *
    Orem, UT 84057 (Utah County)
    Legal & Accounting
    In-Person
  • Eide Bailly
    Tax Manager
    $80K — $110K *
    Ogden, UT 84404 (Weber County)
    Legal & Accounting
    In-Person
  • Eide Bailly
    Tax Manager
    $80K — $110K *
    Salt Lake City, UT 84118 (Salt Lake County)
    Legal & Accounting
    In-Person
  • Eide Bailly
    Tax Manager
    $80K — $110K *
    Lehi, UT 84043 (Utah County)
    Legal & Accounting
    In-Person

More Legal & Accounting Jobs

Find similar Tax Senior Associate - Gift, Trust, & Estate Tax jobs: