Tax Consultant

3 weeks ago


Sherman Oaks, California, United States Eide Bailly Full time

We are seeking a highly skilled Tax Consultant to join our high-net-worth tax practice. As a Tax Consultant, you will be responsible for working with individual tax clients to assist them with the transition of wealth from one generation to the next.

A typical day as a Tax Consultant might include the following:

  • Preparing individual, 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, their trusts, 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.

Requirements include a Bachelor's degree in Accounting and a valid CPA license or working towards obtaining a CPA license (preferred). 4-5 years of experience in public accounting tax work, including experience with individual, fiduciary, gift and estate tax returns is also required. You must be authorized to work in the United States now and in the future without visa sponsorship.

Beyond base salary, 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.



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