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Wealth Transition Services Intern (Spring 2025)

Eide Bailly LLP
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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

  • The Culture – At Eide Bailly, you’ll feel respected, trusted, and cared for. The firm truly values your personal growth and wellbeing, while empowering you to not only do your job well but to also live a meaningful life outside of work. We’re all here to help each other be the best version of ourselves!
  • The Benefits – Focused on helping you stay well in all aspects of your life, interns are eligible for a premium membership to the Calm app, counseling services, the employee referral program, and a 401k retirement plan. On top of this, associate benefits include a generous PTO policy, CPA benefits, paid community services hours, a Lifestyle Spending Account, and so much more!
  • The Flexibility – We strive to help all employees find an integration between their work and personal life. Our leaders are there to help you determine how to leverage flexibility to meet your personal needs.
  • The Fun – We want all our employees to have fun while they work and have time to connect with coworkers. Some examples of social activities include busy season happy hours, putt-putt competitions in the office, food trucks, Flannels and Pajamas, Turkey Trots, and more!
  • The Exposure – You’ll have the opportunity to work alongside managers, partners, and client executives right away!
  • The Variety – You’ll work on a variety of clients across various service industries providing you with the most diversified experience imaginable, helping you to determine which area(s) you may want to specialize in long-term.
  • The Growth – When you start, you will be paired up with an Eide Guide AND a Career Advisor to help you acclimate to your new role as well as coach you in your career development. Any question, big or small, you’ll have someone there to help you decide how and when you want to advance your career. Not sure you want to stay in your current service area? You can apply for the EB Xchange program to gain insight into various Specialty Services. Our goal is to help get you to where you want to be!

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 now or in the future without visa sponsorship

 

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.

 

INTERNS:

We are excited to share that intern positions across our firm are paid between $21.00-$31.00/hour and are eligible for overtime. If you are offered an intern position with Eide Bailly, your pay rate will be determined based on factors such as geographic location, skills, education and/or experience. Interns are eligible for health insurance and 401(k) Profit Sharing.

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.