Tax Associate: Growth Path with Hybrid Work

Perry and Associates; Ketchum, Enterprise (ID, OR); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Retirement plan with employer match

Job summary

Perry and Associates seeks a Tax Associate to support high-quality tax preparation, compliance, and client service while building a solid foundation in tax. Position is in-office in Ketchum, ID or Enterprise, OR, with hybrid work potential.

Eligible to work in the United States without sponsorship will be considered, fostering a collaborative, ethical advisory service environment. Join a firm committed to proactive client outcomes, professional development, and long-term success, with pathways

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.

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 deadlines and help ensure timely completion of client engagements.
• Participate in training, professional development, and ongoing technical education.

Skills

Analytical skills

Attention to detail

Communication skills

Time management

Confidentiality

Client service mindset

Education

Associates or Bachelor's degree in accounting/finance

EA/CPA candidacy or pursuit

Tools

Excel

Tax software proficiency

Job description

Perry and Associates seeks a Tax Associate to support high-quality tax preparation, compliance, and client service while building a solid foundation in tax. Position is in-office in Ketchum, ID or Enterprise, OR, with hybrid work potential.

Eligible to work in the United States without sponsorship will be considered, fostering a collaborative, ethical advisory service environment. Join a firm committed to proactive client outcomes, professional development, and long-term success, with pathways