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
- Eide Bailly in Phoenix, AZ is seeking a Tax Senior Associate to join our high net worth tax practice. You will work with individual tax clients, assisting with wealth transition across generations and preparing complex returns. We value clear communication, ongoing professional...SeniorHigh net worth
- 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...SeniorHigh net worthWork at officeLocal areaVisa sponsorship
- Eide Bailly LLP, located in Phoenix, AZ, is seeking a Tax Senior Associate to assist individual tax clients with wealth transition practices. The ideal candidate will prepare various tax returns and work closely with clients to ensure accurate tax filings, while also engaging...SeniorHigh net worthWork at office
$77k - $214k
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$80k - $100k
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$120k - $150k
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- Jobot seeks a tax professional to lead complex passthrough engagements for high net worth clients in a fully remote role. The firm offers a competitive base salary and a robust benefits package, including 90% employee coverage and 80% dependent coverage, along with 401k...SeniorHigh net worthRemote job
- ...Job Description Job Description We are seeking a Tax Accountant who loves people as much as they love taxes. This firm is not just... ...returns including 1040,1065, 1120, 1120S, and 990 · Manage a high volume of returns with a strong commitment to accuracy and detail...SeniorHigh net worthFull timeWork at officeLocal area
- ...Tax Senior Excellent client interaction role, great work life balance, flexible working... ...or relocate to Phoenix. Progressive, highly profitable, well established CPA firm is... .../reviewing complex tax returns for high net worth individuals, partnerships, C and S...SeniorHigh net worthLive inWork at officeRemote workRelocationFlexible hours
- ...Outstanding growth potentialProgressive, highly profitable, well established CPA firm is... ...looking to fill the position of Tax Senior Manager / Director. You must have 8+ years... ...Corporations, S corporations, partnerships, high net worth individuals, trusts & estates, and...SeniorHigh net worthWork at officeWork from homeFlexible 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- Osaic is seeking a Senior Financial Planning Specialist for its High Net Worth Planning Services team. The role requires deep knowledge of estate, business, and tax planning to craft solutions for financial advisors and their high-net-worth clients. The position offers...SeniorHigh net worthWork at officeRemote work
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- ...Job Description #LI-Onsite #LI-EM1 Responsibilities Tax Senior Associate | Generalist Essential Functions and Primary Duties Contains advanced technical knowledge of accounting standards and reporting standards in researching, completing and reviewing...SeniorWork at office
$110k - $140k
...Complex pass through business tax! This Jobot Job is hosted... ...! If you are a Tax Senior with Big 4 and complex flowthrough... ..., positive attitude, and high ethical standards. Qualifications... ...entities and their associate high net worth owners. 6. Strong interpersonal...SeniorHigh net worthLocal areaRemote workFlexible hours- ...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
- ...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
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