Tax Senior Associate

4 weeks ago


Mankato, Minnesota, United States Eide Bailly Full time
About the Role

We are seeking a highly skilled Tax Senior Associate to join our team at Eide Bailly. 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.

Key Responsibilities
  • Work with clients to ensure relevant tax-related information is gathered so that an accurate tax return can be prepared.
  • Prepare fiduciary, estate, and gift tax returns by required deadlines.
  • Collaborate with the tax and wealth transition team to ensure the various components of the tax process are performed.
  • Analyze the tax situation of the individual and their estate from various angles to ensure the maximum tax benefit is applied.
  • Work with the national Wealth Transition Services team on various projects.
  • Attend professional development and training seminars on a regular basis.
  • Effectively interact with all levels of staff, clients, and other external business contacts.
Requirements
  • 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.
  • 3 or more years of experience in public accounting tax work including experience with gift, trust and estate tax returns.
  • Good communication skills, both written and verbal.
  • Ability to multi-task and meet deadlines.
  • Knowledge of the ever-changing tax industry's regulations and policies.
  • Problem-solving skills and ability to bring solutions to the table.
What We Offer

We offer a competitive salary range of $68,000.00 to $120,000.00, as well as a comprehensive benefits package, including 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.


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