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Tax Associate
2 months ago
Eide Bailly is a leading CPA and business advisory firm with a strong presence in the Midwest and western United States. With over 40 offices across 15 states, we offer a unique opportunity for professionals to serve a diverse range of industries and clients.
Job SummaryWe are seeking a highly skilled Tax Associate - Exempt Organization Specialist to join our team. As a key member of our tax team, you will be responsible for preparing and reviewing annual information returns for exempt organization clients, including Form 990, Form 990-T, and Form 990-PF, as well as related state returns.
Key Responsibilities- Prepare and review annual information returns for exempt organization clients, including Form 990, Form 990-T, and Form 990-PF, and related state returns.
- Work with the tax team to ensure the various components of the tax process are completed, including tax planning, client interaction, and performing special tax projects.
- Gather relevant tax-related information from clients to prepare accurate tax returns.
- Participate in audit planning meetings, client interviews, and client board meetings.
- Assist with analysis of alternative investments for foreign and state reporting issues and assist with state and foreign returns.
- Perform special tax projects and research for clients while assisting members of the National Tax Office.
- Communicate with clients, audit teams, and other tax professionals.
- Manage numerous client expectations to ensure tax returns are completed correctly and by the required deadline.
- Maintain compliance with project budgets, turnaround times, and deadlines.
- Help develop and manage client relationships.
- Participate in professional association meetings and forums.
- Attend training seminars, professional development, and networking events.
- A Bachelor's degree in Accounting or a related field.
- A valid CPA license or working towards obtaining a CPA license is preferred.
- Enrolled Agent (EA) certification is also accepted.
- 1-3 years of experience in public accounting tax work.
- Strong knowledge of tax regulations and policies.
- Excellent problem-solving skills and attention to detail.
- Ability to work in a fast-paced environment and meet deadlines.
- Strong communication and interpersonal skills.
Eide Bailly offers a competitive salary range of $69,000 - $80,000, 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.
