Tax Senior Associate - High Net Worth Tax
Eide Bailly
Location: Phoenix, AZWork Arrangement: In-Office/HybridA Day in the LifeAs 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. A typical day as a Tax Senior Associate might include the following:Preparing complex tax returns including individual, fiduciary, corporate, partnership, and split-interest 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.Who You AreYou have a Bachelor's degree in Accounting and you have or are actively working towards obtaining a CPA license or Enrolled Agent certification.You have 3+ years of experience in public accounting tax work including experience with individual, fiduciary, gift and estate tax returns.You have a well-rounded knowledge of tax accounting principles and IRS regulations.You are an excellent communicator -- your verbal and written communication skills are outstanding.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.Must be authorized to work in the United States now or in the future without visa sponsorship.Making an Impact TogetherPeople join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly.BenefitsBeyond base compensation, 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.Next StepsWe'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page.Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws#LI-BL1
$77k - $214k
...business advisory needs such as audit, tax compliance, and planning to help improve... ...owned entities, entrepreneurs, and high net worth individuals. You’ll be assisting the team... ...our careers, now and in the future.As a Senior Associate, you'll work as part of a team of problem...SeniorHigh net worthFull timeH1b$71.65k - $94.05k
...Tax Senior Associate page is loaded## Tax Senior Associatelocations: USA AZ Phoenixtime type: Full timeposted on: Posted Todayjob requisition... ...on complicated tax matters in the state and local, high net worth, international, research and development along with credits...SeniorHigh net worthLocal areaWorldwide$91k - $321.5k
...Description & SummaryAt PwC, our people in tax services focus on providing advice and... ...tax planning and compliance services to high-net-worth individuals and privately-owned... ...planning guidance to the owners of PwC. As a Senior Manager you are expected to lead large projects...SeniorHigh net worthFull timeH1bRemote work$140k - $160k
...A leading advisory firm in Phoenix seeks an experienced Tax Senior Manager or Director to provide expert guidance to high-net-worth clients. This role focuses on complex tax planning and supports a collaborative environment. The ideal candidate has over 6 years of experience...SeniorHigh net worthRemote work- ...Job Description Tax Senior Manager Phoenix, AZ Responsibilities: Network, build relationships and attract new... ...business for the Firm. Prepare returns for Real Estate, High Net-Worth Individuals, and Manufacturing clients. Work with staff...SeniorHigh net worth
- ...Tax Senior Location: Scottsdale, AZ (Hybrid) A well-established CPA firm in Scottsdale... ...This firm has built a reputation for high employee retention, excellent culture,... ...with partnerships, corporations, and high-net-worth clients Assist managers and partners...SeniorHigh net worthFlexible hours
$80k - $100k
...Tax Senior Our client, a well-established CPA firm in Central Phoenix, is currently looking to fill their need of Tax Senior.... ...experience including preparing/reviewing complex tax returns for high net worth individuals, partnerships, C and S corporations, estates and...SeniorHigh net worthImmediate startFlexible hours- ...nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers... ...be able to travel based on client and business needsTax Senior Associate | GeneralistEssential Functions and Primary DutiesContains advanced...SeniorWork at office
- Baker Tilly International in Phoenix, AZ is seeking a Tax Senior Associate to provide tax compliance and advisory services to middle market clients. This role offers the chance to work closely with clients and develop essential skills with a focus on problem-solving. Candidates...Senior
- ...Job Description Job Description Tax Senior– Remote | Public Accounting Firm Job... ...and career growth while working with a high-caliber client portfolio. Key Responsibilities... ...corporations, partnerships, and high-net-worth individuals. Provide strategic tax...SeniorHigh net worthRemote jobFull timeFlexible hours
- Job Summary:The Senior Tax Manager is responsible for providing tax and consulting services to business... ...training and working together to serve our high net worth clients with timely responses to their needsSupervises associates and senior associates on all projectsReviews...SeniorHigh net worthWork at office
- ...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...solutions. Join a diverse team helping high-profile clients understand, analyze, and... ...as a firm.KPMG is currently seeking a Senior Associate to join our Business Tax Services...SeniorLocal area
- ...Tax Manager – CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time About the Firm We’re partnering with a fast-growing... ...tax engagements for corporations, partnerships, and high-net-worth individuals Provide strategic tax planning and...SeniorHigh net worthFull timeRemote workFlexible hours
$124k - $335k
...business advisory needs such as audit, tax compliance, and planning to help improve... ...privately owned entities, entrepreneurs, and high net worth individuals. You’ll be assisting the... ...our careers, now and in the future.As a Senior Manager, you'll work as part of a team of...SeniorHigh net worthFull timeH1b$77k - $214k
...ApplicableSpecialismEntrepreneurial & Private Business (EPB) - GeneralManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Tax Senior Associate - Private Companies, you will play a pivotal role in guiding clients through complex tax regulations and optimizing their...SeniorFull timeH1b- ...experience.What We Do and Who We ServeWe offer Tax, Audit, Advisory, and Business... ...which include private and public companies, high-net-worth individuals, and family offices. We also... ...or schedule whenever possible.As a Tax Senior Manager / Principal with HCVT you will have...SeniorHigh net worthFull timeWork at officeRemote work
- ...Job Description Job Description We are seeking a Senior Tax Accountant who loves people as much as they love taxes. This firm is... ...federal and multi-state tax returns including 1040 (including high-net-worth & pass-through entity owners), 1065, 1120, 1120S, and 990 ·...SeniorHigh net worthFull timeWork at officeLocal area
$77k - $214k
...and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob... ...and increased efficiencies. As a Senior Associate you shall analyze complex problems, mentor... ...visualization tools- Exposure to pricing and client worth- Reviewing contracts and finding new...SeniorFull timeSecond jobH1b- ...in or relocate to Phoenix. Progressive, highly profitable, well established CPA firm is... ...currently looking to fill the position of Tax Senior . You must have 3+ years’ of recent... .../reviewing complex tax returns for high net worth individuals, partnerships, C and S corporations...SeniorHigh net worthLive inWork at officeRemote workRelocationFlexible hours
- ...management Has intermediate to advanced level tax preparation skills Performs a detailed... ...with Partner, Manager and/or Supervising Senior on work status and client issues that... ...strategic initiatives Job Description Tax Senior Associate | Generalist Essential Functions And...SeniorWork at office
- ...experience.What We Do and Who We ServeWe offer Tax, Audit, Advisory, and Business... ...which include private and public companies, high-net-worth individuals, and family offices. We also... ...coach, and provide ongoing feedback to Seniors and StaffTrain and teach junior team members...SeniorHigh net worthFull timeWork at officeRemote work
$77k - $214k
...LevelSenior AssociateJob Description & SummaryAt PwC, our people in tax services focus on providing advice and guidance to clients on... ...digitization, automation and increased efficiencies. As a Senior Associate you are to analyze complex problems, mentor others, and...SeniorFull timeH1b- ...experience.What We Do and Who We ServeWe offer Tax, Audit, Advisory, and Business... ...which include private and public companies, high-net-worth individuals, and family offices. We also... ...or schedule whenever possible.As a Senior in our Tax service line, you will be responsible...SeniorHigh net worthFull timeWork at officeRemote work
$86.5k - $164.5k
...RSM.Understanding the impact of existing tax laws is hard enough, and new legislation,... ...procedure issues. Responsibilities: Assist senior professionals with IRS examinations, IRS... ...be eligible for hire as an experienced associate.RSM will consider for employment qualified...SeniorFull timeWork experience placementInternshipWork at officeLocal area- ...Tax Senior - Public Accounting | Work from Anywhere or Hybrid Looking for the next step in your public accounting career-without sacrificing... ...a nationally respected CPA firm that's all about combining high-quality client service with a people-first culture. They're...SeniorLocal areaRemote work
- .... What We Do And Who We Serve: We offer Tax, Audit, Advisory, and Business Management... ...include private and public companies, high-net-worth individuals, and family offices. We also... ...coach, and provide ongoing feedback to Seniors and Staff Train and teach junior team members...SeniorHigh net worthFull timeWork experience placementWork at officeRemote work
- ...Job Details Job Location: DBMG Headquarters - Phoenix, AZ 85016. Job Title: Tax Senior. Reports to: Director of Tax. Department: Finance and Accounting. Status: Regular Full-Time Position – Exempt/Salary. Position Value Proposition The tax senior at DBM will be involved...SeniorFull timeWork experience placementInterim roleWork at officeLocal area
- ...ATLAS Navigators, LLC is an accounting, tax, and consulting firm looking for someone who... ...invest, motivate, and inspire you to aim high, ATLAS is it. Overview We are seeking a detail-oriented and proactive Senior Tax Associate to join our Scottsdale team. The ideal candidate...SeniorTemporary workWork at officeLocal areaFlexible hours
$70.4k - $84k
...RSM. Responsibilities: Working with high net worth families, closely held businesses, estates... ...needs and challenges Completing tax planning and research Preparing federal... ...range (or starting rate for interns and associates) for this role represents numerous factors...High net worthFull timeWork experience placementLocal area$55k - $85k
...A financial services firm based in Phoenix, AZ is seeking a Tax Advisor to provide compliance services for ultra-high-net-worth clients. Ideal candidates will have 3+ years of experience in tax compliance and planning, with exceptional communication skills. The role involves...High net worth
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