Senior Tax Associate

Perspective Wealth Partners; Boise (ID); On-site; USD 90,000 - 115,000; Full time

Benefits offered by this job

Relocation allowance

Above-market compensation

Health insurance

Paid time off

Job summary

Perspective Wealth Partners in Boise, Idaho seeks a Senior Tax Associate to support tax preparation and planning for a growing client base. You will handle 75-90+ clients, prepare returns, and contribute to tax strategy year-round, collaborating with advisors to optimize after‑tax results.

Ideal candidates hold a CPA or EA designation (or pursuing), have 1+ year tax experience, strong Excel skills, and a proactive, coaching‑minded approach with a client‑facing mindset.

Qualifications

• CPA and/or EA designation or in pursuit of attaining either designation.
• 1+ years of experience in tax preparation and planning.
• Strong knowledge of tax legislation and compliance.
• Highly analytical and proficient in Microsoft Excel.

Responsibilities

• Assist with tax return preparation and planning for 75-90+ clients.
• Calculate quarterly estimates and withholding recommendations.
• Handle notices, audits, and amendments efficiently.
• Serve as a key resource regarding tax technology tools (Axcess and Holistiplan).
• Provide regular updates on tax legislation and news to the team and clients.
• Support year‑round tax planning and tax‑loss harvesting initiatives.
• Collaborate with financial advisors to enhance client service.
• Promote a culture of compliance within the advisory team by following and enforcing firm policies and procedures and all applicable compliance rules and regulations.
• Active community participation.

Skills

Attention to detail

Communication skills

Organizational skills

Independent work

Coaching mindset

Client service mindset

Education

CPA/EA designation (or pursuing)

Tools

Microsoft Excel

Job description

Are you an accomplished, experienced tax professional who enjoys public accounting and client interaction but are tired of the long hours during tax season? Do you love saving your clients money but seldom have the time due to the sheer number of returns or an inability to recommend actions throughout the year?

Do you enjoy developing long‑term client relationships rather than simply processing returns?

If you would like to assist in the development of a tax department in a thriving wealth management firm, read on!

About Perspective Wealth Partners

Perspective Wealth Partners (PWP), founded in 2006, is a fee‑only SEC‑registered RIA, located in Boise, Idaho, that serves approximately 270 households with over $950MM in assets.

PWP offers clients a wealth management experience focused on achieving their financial goals and living meaningful lives.

In tandem with providing a first‑rate wealth management experience, we are trusted thought‑partners in non‑financial areas to our clients.

As a fiduciary, PWP is legally obligated to provide investment portfolio management and financial planning that is in the client’s best interest. We are obsessive about optimizing after‑tax returns for our clients. With multiple CPAs on staff, our clients rely on us for in‑depth tax planning and analysis.

We are deeply intentional about our internal culture and core values, which are comprised of: being service‑oriented, committed to excellence, heartfelt, relatable, and genuine.

PWP offers competitive compensation and benefits including salary and bonus, 401(k) matching, health insurance, and paid time off (PTO). For the successful candidate, we would offer a relocation allowance to offset moving expenses.

PWP is an Equal Opportunity Employer. We support diversity in the workplace and embrace diversity in the clients we serve.

Role Summary

We are looking to hire a detail‑oriented and proactive Senior Tax Associate to assist in our tax preparation initiatives.

This position offers the potential for growth, including broader accounting and finance responsibilities for the firm and managing additional tax preparers as the service offering expands to more clients. An ideal candidate’s career progression could lead to significant firm leadership opportunities.

Core Responsibilities

• Assist with tax return preparation and planning for 75-90+ clients.
• Calculate quarterly estimates and withholding recommendations.
• Handle notices, audits, and amendments efficiently.
• Serve as a key resource regarding tax technology tools (currently using Axcess and Holistiplan).
• Provide regular updates on tax legislation and news to the team and clients.
• Support year‑round tax planning and tax‑loss harvesting initiatives.
• Collaborate with financial advisors to enhance client service.
• Promote a culture of compliance within the advisory team by following and enforcing firm policies and procedures and all applicable compliance rules and regulations.
• Active community participation.

Interpersonal Qualifications

• Strong alignment with PWP’s firm’s vision and values.
• Positive energy and professional, upbeat attitude.
• High level of organization, accuracy, and attention to detail.
• Ability to work independently and manage multiple clients.
• Ability to communicate complex financial topics in a simple and understandable manner.
• Embraces personal development and feedback; not just coachable, but has a desire for coaching.

Experience/Technical Qualifications

• CPA and/or EA designation or in pursuit of attaining either designation.
• 1+ years of experience in tax preparation and planning.
• Strong knowledge of tax legislation and compliance.
• Highly analytical and proficient in Microsoft Excel.

Compensation

• We benchmark our compensation to the industry and intentionally strive to pay above market. PWP’s total compensation for this position ranges from $90K to $115K, in the first 1 – 2 years of the role, depending on experience and expertise, and raises based on role progression.