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Eide Bailly

Accounting, advisory, and technology consulting firm

Tax Senior Associate - Gift, Trust, & Estate Tax

Tax AccountingUpdated on Nov 10
Full-timeReno, NV, USANo salary listed

About the Job

Requirements

  • A bachelor's degree in Accounting is required.
  • A valid CPA license or progress toward obtaining a CPA license is preferred; an Enrolled Agent certification is also accepted.
  • At least 3 years of public accounting tax experience, including experience with gift, trust, and estate tax returns, is required.
  • Good written and verbal communication skills are required.
  • The candidate must be authorized to work in the United States now or in the future without visa sponsorship.
  • The candidate must be able to keep up to date with tax-industry regulations and policies and identify problems and solutions.

Responsibilities

  • Prepare fiduciary, estate, and gift tax returns by required deadlines.
  • Work with clients to assist with the transition of wealth from one generation to the next.
  • Coordinate with the tax and wealth transition team to ensure all components of the tax process are performed.
  • Work with the national Wealth Transition Services team on projects.
  • Gather relevant tax-related information from clients to prepare accurate tax returns.
  • Analyze individuals' and estates' tax situations to maximize tax benefits.
  • Attend professional development and training seminars regularly.
  • Interact effectively with staff at all levels, clients, and 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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