Tax Associate

POSITION SUMMARY

The Tax Associate is an early-career accounting professional who supports high-quality tax preparation, compliance, and client service while building the technical foundation for long-term growth. Working alongside experienced tax professionals, this role gathers and analyzes financial information, prepares tax workpapers, conducts research, and helps deliver accurate, timely tax engagements. This is an excellent opportunity for a detail-oriented, service-minded professional to establish a strong foundation of tax expertise, contribute to meaningful client outcomes, and grow within a collaborative firm committed to proactive, ethical, and personalized advisory service.

Position is in-office (Ketchum, ID or Enterprise, OR), with hybrid work assignment potential. Only individuals eligible to work in the United States without sponsorship will be considered.

KEY RESPONSIBILITIES

• Gather, organize, and review client financial records and tax documentation.
  
• Prepare tax workpapers, schedules, and supporting documentation for individual, business, trust, and fiduciary returns.
  
• Support preparation of federal, state, and local tax returns under senior team supervision.
  
• Conduct basic tax research and summarize findings for review.
  
• Verify data accuracy, maintain organized client files, and follow firm documentation standards.
  
• Respond to routine client information requests and tax-related inquiries.
  
• Support tax planning, advisory engagements, special projects, and process improvements.
  
• Track deadline and help ensure timely completion of client engagements.
  
• Participate in training, professional development, and ongoing technical education.
  

SUCCESS IN THIS ROLE

The successful candidate:

• Learns quickly and continuously builds tax expertise.
  
• Produces accurate, high-quality work with increasing independence.
  
• Builds trusted relationships through responsive professional service.
  
• Demonstrates strong attention to detail, organization, and accountability.
  
• Embraces feedback and applies it to continuous improvement.
  
• Contributes positively to team success and firm culture.
  

CORE BEHAVIORS

• Client-focused: builds trust through responsive service and a commitment to helping clients succeed.
  
• Advisor-minded: demonstrates curiosity and seeks to understand the broader context behind client needs..
  
• Accountable: takes ownership of assigned responsibilities and follows through on commitments.
  
• Detail-oriented: produces accurate work and maintains high standards of quality.
  
• Collaborative: works effectively with colleagues and contributes to team success.
  
• Growth-minded: embraces feedback, learning opportunities, and professional development.
  
• Integrity-driven: acts ethically, professionally, and confidentially in all situations.
  

WHY JOIN US

• Launch your career with a respected and growing CPA and advisory firm.
  
• Receive hands-on training and mentorship from experienced tax and accounting professionals, in an environment that values continuous improvement and professional growth.
  
• Gain exposure to tax preparation, planning, advisory services, and client relationship management.
  
• Receive support in pursuing professional credentials, including EA and CPA designations.
  
• Enjoy a clearly-defined career path with advancement opportunities.
  
• Be part of a collaborative team committed to helping clients achieve financial confidence and long-term success.
  

DISCLAIMER

This job description is intended to describe the general nature and level of work performed by employees assigned to this position. Duties and responsibilities may change as business needs evolve.

Requirements

REQUIRED QUALIFICATIONS

• Associates or Bachelors degree in accounting, finance, or related field or equivalent experience.
  
• Basic understanding of accounting principles and financial statements.
  
• Strong analytical, organizational, and problem-solving skills.
  
• Proficiency with Microsoft Office, particularly Excel.
  
• Strong written and verbal communication skills.
  
• Ability to manage multiple priorities in a deadline-driven environment.
  
• Commitment to accuracy, professionalism, and confidentiality.
  

PREFERRED QUALIFICATIONS

• Internship or prior experience in accounting, bookkeeping, tax preparation, financial services, or a related field.
  
• Coursework in taxation, accounting, or business law.
  
• Experience with tax preparation software, accounting software, or cloud-based business application.
  
• Intention to pursue EA, CPA, or other professional credentials.
  
• Experience working in a client service environment.
  

Benefits

We are committed to supporting the health, financial well-being, and long-term success of our employees through a comprehensive benefits package designed to provide meaningful value and security.

• Health, dental, and vision insurance to help protect you and your family's health.
  
• Retirement plan with an employer match, helping you build long-term financial security.
  

OUR COMMITMENT
We recognize that benefits are an important part of the overall employee experience. In addition to providing valuable health, dental, vision, and retirement benefits today, we remain committed to reviewing and enhancing our offerings over time to meet the changing needs of our employees and support a healthy work-life balance.