What are the responsibilities and job description for the Tax Senior Associate - Gift, Trust, & Estate Tax position at Eide Bailly LLP?
Location: Reno, NV
Work Arrangement: Hybrid
A Day in the Life
Responsibilities
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:
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
Work Arrangement: Hybrid
A Day in the Life
Responsibilities
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.
- 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.
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