Tax Senior Associate - Gift Trust and Estate

About the role

Location: Sioux Falls, SD. Work Arrangement: In-office, or Hybrid. As a Tax Senior Associate you will be responsible for working with clients to assist them with the transition of wealth from one generation to the next. A typical day might include preparing fiduciary, estate, and gift tax returns by required deadlines; working with the tax and wealth transition team; collaborating with the national Wealth Transition Services team on projects; gathering relevant tax-related information from clients; analyzing tax situations to maximize tax benefits; attending professional development and training seminars; and interacting effectively with staff, clients, and external contacts. Eide Bailly fosters a collaborative workplace based on integrity, authenticity, and support, offering education and career growth opportunities, a team dedicated to your success, and family‑first benefits.

Responsibilities

• 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.
• 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.
• Examining the tax situation of the individual and their estate from various angles to apply the maximum tax benefit.
• Attending professional development and training seminars on a regular basis.
• Effectively interacting with all levels of staff, clients, and other external business contacts.

Requirements

• Bachelor’s degree in Accounting.
• Active CPA license (or pursuing one).
• 3 or more years of experience in public accounting tax work, including experience with gift, trust and estate tax returns.
• Authorized to work in the United States now or in the future without visa sponsorship.

Skills

• Good written and verbal communication skills.
• Strong multitasking ability with a track record of meeting deadlines.
• Commitment to staying up‑to‑date on evolving tax industry regulations and policies.
• Aptitude for problem solving, identifying issues, and proposing solutions.

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.