Tax Partner

Milestone Advisors; Murray (UT); Hybrid; USD 150,000 - 230,000; Full time

Benefits offered by this job

Hybrid work schedule

Medical, Dental, and Vision benefits

401(k) with company match

Supportive culture

Job summary

Milestone Advisors, a Salt Lake City-based firm, seeks a tax partner to oversee complex tax compliance, strategic planning, and staff management. You will supervise return preparation for individuals, S-Corps, and partnerships while ensuring adherence to federal, state, and local tax codes.

You will lead client relationships, coordinate large engagements, and mentor junior staff in a collaborative, growth-oriented environment.

Qualifications

• 10+ years of Tax Accounting experience.
• Active CPA license.
• Experience with leading tax software and bookkeeping software.
• Knowledge of Federal, State and Local tax codes and regulations.
• Strong interpersonal skills and proven ability to manage relationships with staff and clients.

Responsibilities

• Prepare and review tax returns for individuals, S-Corp, and Partnerships.
• Supervise preparation of simple and moderately complex returns and assist with more complex ones.
• General accounting and bookkeeping using QuickBooks Online.
• Manage client relationships and timing for engagements.
• Collaborate with leadership on large client engagements and problem solving.
• Assist with tax planning and onboarding of new clients while maintaining quality relationships.
• Identify opportunities to attract new clients and expand business with existing clients.
• Train and mentor junior tax staff with guidance on tax matters.

Skills

Tax accounting

CPA license

Client relationship management

Staff mentorship

Tax planning

Education

Bachelor's degree in Accounting

Tools

Tax software

QuickBooks Online

QuickBooks Desktop

Job description

About Us

Milestone Advisors is a Salt Lake City–based firm helping growing businesses navigate complex tax and accounting challenges with clarity and confidence. Our tax professionals work closely with clients on proactive planning, compliance, and strategic problem‑solving—far beyond year‑end filings. We offer a collaborative environment where tax accountants gain broad exposure, deepen their technical expertise, and play a visible role in client outcomes.

About The Role

We are looking for a detail‑oriented and experienced Tax Partner to join our Salt Lake City based firm. This role involves overseeing complex tax compliance processes, providing strategic tax planning, management of clients and staff, and ensuring that all tax practices adhere to both local and federal regulations.

What’s in it for you

• Flexible work schedule (Hybrid)
• Medical, Dental, and Vision benefits package
• 401(k) with company match
• A supportive culture to allow you to live a fulfilling, happy, and impactful life

Key Responsibilities

• Prepare and review tax returns, including but not limited to Individual, S-Corp, and Partnership returns.
• Supervise the preparation of simple and moderately complicated income tax returns and assume primary responsibility in the preparation of complicated tax returns.
• General accounting and bookkeeping utilizing QuickBooks Online.
• Individually manage client relationships, including client contact, coordination with clients, and preparation timing for small and medium sized engagements.
• Collaborate with leadership in coordinating large client engagements, identification of problems, and providing solutions.
• Assist with tax planning, tax compliance, and onboarding of new clients while maintaining quality client relationships.
• Identify opportunities to attract new clients and market the company's services and products and facilitate expansion of business with existing clients.
• Train and mentor junior tax staff, providing guidance and supervision on tax matters.

Required Skills

• 10+ years of Tax Accounting experience
• Bachelor's Degree in Accounting (or relevant years of experience)
• Active CPA License
• Experience with leading tax software and bookkeeping software
• Knowledge of Federal, State and Local tax codes and regulations
• Strong interpersonal skills and proven ability to manage relationships with staff and clients

Preferred Skills

• Experience with leading tax software and QuickBooks Desktop/Online
• Proven experience with client and/or staff management