Tax Senior Associate - High Net Worth Tax

Eide Bailly LLP•Irvine, CA

1d•Hybrid

About The Position

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. This role involves preparing complex tax returns, gathering client information, analyzing tax situations for maximum benefit, and collaborating with tax and Wealth Transition Services teams on planning, client interaction, and special projects. Attending professional development and training seminars, and effectively interacting with staff, clients, and external contacts are also key aspects of the position.

Requirements

Bachelor's degree in Accounting
CPA license or Enrolled Agent certification (or actively working towards obtaining one)
3+ years of experience in public accounting tax work
Experience with individual, fiduciary, gift and estate tax returns
Well-rounded knowledge of tax accounting principles and IRS regulations
Outstanding verbal and written communication skills
Ability to stay up-to-date on tax industry regulations and policies
Problem-solving skills and ability to identify issues and propose solutions
Authorized to work in the United States now or in the future without visa sponsorship.

Responsibilities

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.