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Tax Associate (SF & Hailey)

Hailey, ID
Job Description
  • Works with a team of dedicated professionals delivering excellent tax services.
  • Prepares tax returns for individuals and businesses such as Partnerships, C-Corp, S-Corp., LLP, LLC, Estates and Trusts.
  • Participates in tax planning.
  • Reviews financial records, such as prior tax return forms, income statements, and expenditures to determine forms needed to prepare return.
  • Participates in non-traditional engagements with accountants, attorneys and other staff as assigned.
  • Masters technology to perform assigned task and manage workflow.
  • Understands and embraces a culture of privacy and excellent client service.
Job Qualifications
  • A bachelor’s degree in accounting with at least 2 classes in taxation; or equivalent course work with a bachelor’s degree in another subject.M.S. in Taxation preferred.
  • Preparation of individual, pass through entity and corporate returns preferred.
  • Excellent written and verbal communication skills.
  • Excellent email, voice message, virtual teams and IM etiquette.
  • Emotional Intelligence and empathy in dealing with colleagues and clients.
  • Paperless office experience preferred.
  • UltraTax, Go Systems, or other tax preparation software mastery preferred.
  • Humility in receiving instruction and correction.
  • Passion for learning.

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