Tax Senior Associate - Gift Trust and Estate

Eide Bailly LLP•Sioux Falls, SD

1d•Hybrid

About The Position

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 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, collaborating with the national Wealth Transition Services team on various projects, gathering relevant tax-related information from clients for accurate tax return preparation, and analyzing individual and estate tax situations from various angles to ensure maximum tax benefit is applied. You will also attend professional development and training seminars regularly and effectively interact with all levels of staff, clients, and other external business contacts.

Requirements

Good communication skills, both written and verbal.
Ability to multitask and meet deadlines.
Keeps up-to-date on the ever-changing tax industry's regulations and policies.
Problem-solving skills and ability to notice issues while bringing solutions to the table.
Bachelor’s degree in Accounting.
Active CPA license (or pursuing one).
3 or more years of experience in public accounting tax work.
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.

Responsibilities

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.