Eide Bailly LLP · 1 week ago
Tax Senior Associate – Gift, Trust, & Estate Tax - Remote Eligible
Long Beach, CA
Full-time
Remote
Senior Level
$68K/yr - $120K/yr
3+ years exp
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Responsibilities
Working with clients to ensure relevant tax-related information is gathered so that an accurate tax return can be prepared.
Preparing 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.
Looking at the tax situation of the individual and their estate from various angles to ensure the maximum tax benefit is applied.
Working with the national Wealth Transition Services team on various projects.
Attending professional development and training seminars on a regular basis.
Effectively interacting with all levels of staff, clients, and other external business contacts.
Qualification
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Required
You have a Bachelor’s degree in Accounting
You have 3 or more years of experience in public accounting tax work including experience with gift, trust and estate tax returns
You have good communication skills, both written and verbal
You are a multi-tasking master and there is never a deadline you can't meet
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
Preferred
You hold a valid CPA license or are working towards obtaining a CPA license
Enrolled Agent (EA) certification also accepted
Benefits
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
Referral program
Company
Eide Bailly LLP
We’re Eide Bailly (I’d bay-lee), a business advisory, accounting and technology firm built with our clients in mind.
1,001-5,000 employees
Funding
Current Stage
Late StageLeadership Team
Carrie Haugen
Eide Bailly BOLD Women Program Co-Founder/Co-Facilitator
Timothy Waufle, CPA
Outsourced CFO and Controller
Recent News
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