Why You'll Love Working Here
At Eide Bailly we believe respect is how to treat everyone, not just those you want to impress. Our culture focuses on collaboration to achieve career growth.
Innovation is highly encouraged, which is where programs like our EB Xchange originate. This program allows interested tax and audit employees to complete a rotation into a specialty area.
We promote happy employees by making work / life balance a priority along with being actively involved in our communities.
Our dedication to service can be seen through the Firm's decision to match charitable donations made by employees, as well as providing opportunities to volunteer throughout the year.
Most importantly, we like to have fun! We offer a professional and fun work environment with frequent lunch and learns, socials, contests, outings and other events.
Typical 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 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.
- In addition to all of this, you have a Bachelor’s degree in Accounting, hold a valid CPA license or are working towards obtaining a CPA license preferred;
Enrolled Agent (EA) certification also accepted, and have 3 or more years of experience in public accounting tax work including 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.