Tax Senior Associate - High Net Worth Tax Job Locations US-CA-Sherman Oaks | US-WA-Gig Harbor ID 2023-6721 Category Tax Services Position Type Full-Time Work Option(s) Hybrid / In-Office Who We Are Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 15 states across the Midwest and western United States and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our employees to help them achieve their goals and pursue their interests both in the office and at home. At Eide Bailly we are passionate about the clients we serve, the work we do, and most importantly, having fun while we do it! Why You'll Love Working Here At Eide Bailly we believe respect is how to treat everyone, not just those you want to impress. Our culture focuses on collaboration to achieve career growth. Innovation is highly encouraged, which is where programs like our EB Xchange originate. This program allows interested tax and audit employees to complete a rotation into a specialty area. We promote happy employees by making work/life balance a priority along with being actively involved in our communities. Our dedication to service can be seen through the Firm's decision to match charitable donations made by employees, as well as providing opportunities to volunteer throughout the year. Most importantly, we like to have fun! We offer a professional and fun work environment with frequent lunch and learns, socials, contests, outings and other events. Typical Day in the Life 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 as a Tax Senior Associate might include the following: Preparing individual, 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. Working with the national Wealth Transition Services team on various projects. 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. 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 Are You have a Bachelor's degree in Accounting and hold a valid CPA license or are working towards obtaining a CPA license (preferred); Enrolled Agent (EA) certification also accepted. You have 4-5 years of experience in public accounting tax work, including experience with individual, fiduciary, gift 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 and in the future without visa sponsorship. Benefits and Compensation Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying salary ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Salary Range