Wealth Transition/National Tax Intern (Spring 2023 - MN, AZ, CA, UT, ND )
Eide Bailly

Phoenix, Arizona

Eide Bailly is looking for someone to join the Wealth Transition Services/National Tax department in January!

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 14 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. 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

The Wealth Transition Services Professional will be responsible for working with clients to assist them with the transition of wealth from one generation to the next. This assistance will include:

  • 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.
Who You Are
  • You are an organized and can prioritize tasks according to deadlines.
  • You are proficient in Microsoft Office (Word and Excel).
  • You're comfortable and experienced with working in a paperless environment.
  • You have strong interpersonal and relationship-building skills.
  • You enjoy working with a team and you have a positive attitude and willingness to learn new things and accept new challenges.
  • You have a strong sense of urgency to handle a variety of projects and meet required deadlines, and you are able to deal with urgent and/or unexpected client matters that may arise.
  • You are excited to learn about services our Firm offers and are willing to make client connections.
  • You have a strong customer service mentality.
  • You have excellent communication skills.
Must be authorized to work in the United States permanently without the requirement of sponsorship at any point in the future.

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 Facebook , Twitter , Instagram , LinkedIn or our About Us page.

Black Inclusion Jobs

Gain Access

Add Your Resume

Add your resume to our resume database that can be searched by employers looking to hire!

Job Alerts

Stay up to date with job alerts! Customize your alerts based on a specific area, category and receive weekly updates!

Sign up now to gain access!

More Accountancy jobs

Eide Bailly
Boise, Idaho
Posted about 17 hours ago
Eide Bailly
Twin Falls, Idaho
Posted about 17 hours ago
Eide Bailly
Salt Lake City, Utah
Posted about 17 hours ago
View Accountancy jobs »

Share Inclusion Job

Wealth Transition/National Tax Intern (Spring 2023 - MN, AZ, CA, UT, ND ) is also posted to sites within our Inclusion Job Network.

Disability inclusion jobs logo
Asian inclusion jobs logo
Black inclusion jobs logo
Diversity inclusion jobs logo
LGBTQ inclusion jobs logo
Seniors inclusion jobs logo
Women inclusion jobs logo
Hispanic inclusion jobs logo