Tax Associate: Launch Your Tax Career with Mentorship

Sawtooth Tax; Idaho; Hybrid; USD 52,000 - 70,000; Full time

Job summary

Perry and Associates in Idaho is seeking a Tax Associate to support high-quality tax preparation, compliance, and client service while building the technical foundation for long-term growth. You will gather financial information, prepare workpapers, and help deliver accurate tax engagements under supervision.

This in-office role is available in Ketchum, ID or Enterprise, OR, with hybrid work potential and a clear path for professional credentials, mentorship, and ongoing training within a

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

Skills

Analytical

Organizational

Problem solving

Communication

Multitasking

Confidentiality

Education

Accounting degree or equivalent

Tools

Excel

Tax software

Accounting software

Cloud-based apps

Job description

Perry and Associates in Idaho is seeking a Tax Associate to support high-quality tax preparation, compliance, and client service while building the technical foundation for long-term growth. You will gather financial information, prepare workpapers, and help deliver accurate tax engagements under supervision.

This in-office role is available in Ketchum, ID or Enterprise, OR, with hybrid work potential and a clear path for professional credentials, mentorship, and ongoing training within a