- 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.
- 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.
-
Tax Senior Associate
2 weeks ago
Eide Bailly Sherman Oaks, United StatesWho We AreEide 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 cult ...
-
Tax Senior Associate
1 week ago
Eide Bailly LLP Sherman Oaks, United StatesWho 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 c ...
-
Tax Senior Associate
2 weeks ago
Eide Bailly Sherman Oaks, United States· Tax Senior Associate - High Net Worth Tax · Job Locations · US-CA-Sherman Oaks | US-WA-Gig Harbor · ID · 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 i ...
-
Tax Senior Associate
1 week ago
Eide Bailly LLP Sherman Oaks, United StatesWho 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 c ...
-
Tax Senior Associate
1 week ago
Eide Bailly Sherman Oaks, United StatesWho We AreEide 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 cult ...
-
Senior Accounting Associate
5 hours ago
Titan Industries Compton, CA, United States Freelance**Are you looking for an entry into a forward-thinking, international company and want to actively shape its organization? Then you've come to the right place** · As part of our partnership with a logistics company that handles the logistical supply for a rapidly expanding on-dem ...
-
Relationship Associate Senior
2 days ago
City National Bank Encino, United StatesOverview: · RELATIONSHIP ASSOCIATE SENIOR - PBB WHAT IS THE OPPORTUNITY? Their primary responsibility is to work directly with clients on a daily basis in handling all areas of client service, operational tasks, and sales consultation. Expert in all aspects of providing exemplar ...
-
Tax Senior Associate
2 weeks ago
Withum Encino, United StatesLooking to work at a firm that encourages a work life balance and a path to Partnership? · Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSMin today's modern business landscape.Withumempowers clients wi ...
-
Tax Senior Associate
6 days ago
Withum Encino, United StatesLooking to work at a firm that encourages a work life balance and a path to Partnership? · Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSMin today's modern business landscape.Withumempowers clients wi ...
-
Senior Clinical Research Associate
1 week ago
Research & Development Institute, Inc. Los Angeles, United StatesJob Description · Job DescriptionAbout RDI · Research & Development Institute (RDI) is a leader in the clinical research industry, with over 110 clinical trials completed since its establishment in 2008. The company boasts a national network of physicians & labs and supplies the ...
-
Tax Senior Associate
1 week ago
Miller Kaplan North Hollywood, United StatesIt's more than just numbers. · Miller Kaplan is a different kind of CPA firm; we believe in building a legacy-yours. We want to give our clients the very best, and we understand that begins with helping our employees be their best through professional mentorship, life-work integ ...
-
Clinic Manager
2 weeks ago
Asclepes Research Centers Sherman Oaks, United States**Job Profile Summary** · "Manage a local clinical team effectively, maximizing resource use to deliver operational, quality, and fiscal targets whilst ensuring employee engagement, retention and growth. · Accellacare - Oversee personnel, recruitment directives, meeting financial ...
-
Senior Tax Associate
1 week ago
Regal Executive Search, LLC Beverly Hills, United StatesUnderstand and be able to explain the reasons behind the firm' s policies, procedures and practices and project management techniques. Possess technical knowledge sufficient to supervise lower level associates Ensure all work papers are complete, con Tax, Associate, Accounting, S ...
-
Senior Client Associate
2 weeks ago
Wells Fargo & Company BEVERLY HILLS, United StatesAssist Financial Advisor(s) with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence. Facilitate FA and client requests for account related information and/or Client Associate, Associate, ...
-
Senior Tax Associate
2 weeks ago
Regal Executive Search Beverly Hills, United StatesJob Description · Senior Tax Associate · Summary: · Under limited supervision performs intermediate to advanced accounting functions related to tax specifications. Employees in this job class perform as a lead by assigning work and providing guidance to lower level associates. ...
-
senior client associate
3 weeks ago
Wells Fargo Beverly Hills, CA, United StatesAbout this role: · Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at · In this role you will: · * Assist Financial Advisor(s) with service and operation ...
-
Senior Investment Associate
1 week ago
Mozaic LLC Beverly Hills, United StatesMozaic, LLC () is an independent, privately-owned investment management firm located in Beverly Hills, California with over $3 billion in assets under management. Our clients are high net worth individuals, foundations, and corporations with a wide variety of sophisticated invest ...
-
Senior Associate, Supervision
3 weeks ago
Jobot Beverly Hills, CA, United StatesHybrid Senior Associate - Plaintiff · This Jobot Job is hosted by: Samantha Lima · Our firm has strived to provide our clients with the best insight and solutions to help them thrive. · 1-3 years of experience - must be able to take a case with limited supervision · Labor and ...
-
Senior Investment Associate
1 week ago
Mozaic LLC Beverly Hills, United StatesJob Description · Job DescriptionMozaic, LLC ) is an independent, privately-owned investment management firm located in Beverly Hills, California with over $3 billion in assets under management. Our clients are high net worth individuals, foundations, and corporations with a wide ...
-
Maintenance Supervisor
5 days ago
California Commercial Investment Group, Inc. Van Nuys, United StatesWe make good investments in our people, properties, tenants, and company._ · CCI is a nationwide full-service real estate platform focused on acquisition, asset management, property management, and development. Our current property portfolio consists of around 8,000 apartments an ...
Tax Senior Associate - Sherman Oaks, United States - Eide Bailly LLP
Description
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:
Who You Are
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: $85,000-$110,000
Beyond base salary, 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.
What to Expect Next
We'll be in touch If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to check us out on , , , or our page.
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.
#LI-MB1
#LI-HYBRID
