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Eide Bailly

Accounting, advisory, and technology consulting firm

Tax Senior Associate - Gift Trust and Estate

Tax AccountingUpdated on Nov 10
Full-timeSioux Falls, SD, USANo salary listed

About the Job

Requirements

  • A Bachelor's degree in Accounting is required.
  • An active Certified Public Accountant license is required, or the candidate must be pursuing one.
  • At least 3 years of public accounting tax experience, including experience with gift, trust, and estate tax returns, is required.
  • Candidates must be authorized to work in the United States now or in the future without visa sponsorship.
  • The role requires written and verbal communication skills, the ability to manage multiple tasks and meet deadlines, staying current with tax regulations and policies, and problem-solving skills to identify issues and propose solutions.

Responsibilities

  • Prepare and review fiduciary, estate, and gift tax returns by required deadlines.
  • Work with the tax and wealth transition team to ensure the various components of the tax process are performed.
  • Work with the national Wealth Transition Services team on various projects.
  • Gather relevant tax-related information from clients to prepare accurate tax returns.
  • Evaluate the tax situation of individuals and their estates from various angles to ensure the maximum tax benefit is applied.
  • Attend professional development and training seminars regularly.
  • Interact effectively with staff at all levels, clients, and other external business contacts.

About the Company

Eide Bailly

Accounting, advisory, and technology consulting firm

Eide Bailly provides business advisory, accounting, and technology services to help clients manage strategy, financial operations, and software where needed. It conducts work through three main areas: advisory planning and strategy, accounting and tax/compliance, and technology implementation and optimization using systems like NetSuite, Salesforce, Sage, and Microsoft products. The firm distinguishes itself as an independent member of the global HLB network and through a track record of partner awards and certifications across major software platforms. Its goal is to support client success by offering practical, personalized help at every step.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Phoenix, AZ
Founded
1917

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