Tax Senior Associate - High Net Worth Tax
Eide Bailly LLP
Responsibilities As 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 might include the following: Preparing complex tax returns including individual, fiduciary, corporate, partnership, and non‑profit tax 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. Location Phoenix, AZ Work Arrangement In‑Office/Hybrid Who You Are You 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. Benefits Beyond 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. 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. #J-18808-Ljbffr Eide Bailly LLP
- 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
$71.65k - $94.05k
...accounting firms? If yes, consider joining Baker Tilly (BT) as a Tax Senior Associate! This is a great opportunity to be a valued business... ...on complicated tax matters in the state and local, high net worth, international, research and development along with credits...SeniorHigh net worthLocal area$71.65k - $94.05k
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$71.65k - $94.05k
Baker Tilly US is seeking a Tax Consultant in Phoenix, Arizona. The role involves providing tax compliance and advisory services to S-corporations, partnerships, individuals, and corporations, including tax research projects and drafting IRS responses. Candidates should...Senior- Colorado Railroad Museum is seeking a Tax Senior Associate in Phoenix, AZ. As a Tax Senior Associate, you will prepare tax returns, assist with tax planning, and mentor junior staff in a supportive team environment. The ideal candidate has a Bachelor's degree in Accounting...Senior
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- .... 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
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$71.65k - $94.05k
Baker Tilly is seeking a Tax Senior Associate in Phoenix, Arizona. This role involves delivering tax advisory and compliance services to clients and participating in various tax research projects. The ideal candidate should hold a Bachelor's degree in accounting or law...Senior$65k - $75k
...The Senior Major Gifts Officer is a frontline fundraiser... ...is Arizona's Children Association's primary relationship manager for high-capacity individual donors... ...strategy that moves tax credit donors, recurring... ...individual philanthropy and high-net-worth giving CRM/database...SeniorHigh net worth
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