Tax Associate

A full-service Certified Public Accounting and advisory firm licensed in Idaho and Oregon, Perry and Associates offers its clients accounting expertise with an individualized approach — the capabilities of alarger company with the personal service of a boutique firm. We go to great lengths to ensure we are always there for our clients. From professional to personal accounting needs, our mission is to be an expert advisor, and atrusted friend throughout the process.
Perry and Associates has earned a reputation for exceptional work, responsive service, and a down-to-earth philosophy. We love what we do —empowering our clients’ long-term success with proactive, effective accounting as well as sound financial advice. We draw from years of specialized expertise to provide a full range of professional accounting, advisory, and tax services for individuals and businesses in need of accurate advice and financial confidence.

POSITION SUMMARY

The Tax Associate is an early-career accounting professional who supports high-quality tax preparation, compliance, and client service while building the technical foundation for long-term growth. Working alongside experienced tax professionals, this role gathers and analyzes financial information, prepares tax work papers, conducts research, and helps deliver accurate, timely tax engagements. This is an excellent opportunity for a detail-oriented, service-minded professional to establish a strong foundation of tax expertise, contribute to meaningful client outcomes, and grow within a collaborative firm committed to proactive, ethical, and personalized advisory service.

Position is in-office (Ketchum,  Enterprise, OR), with hybrid work assignment potential. Only individuals eligible to work in the United States without sponsorship will be considered.

KEY RESPONSIBILITIES

• Gather, organize, and review client financial records and tax documentation.
• Prepare tax work papers, 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.

SUCCESS IN THIS ROLE

The successful candidate:

• Learns quickly and continuously builds tax expertise.
• Produces accurate, high-quality work with increasing independence.
• Builds trusted relationships through responsive professional service.
• Demonstrates strong attention to detail, organization, and accountability.
• Embraces feedback and applies it to continuous improvement.
• Contributes positively to team success and firm culture.

CORE BEHAVIORS

• Client-focused:builds trust through responsive service and a commitment to helping clients succeed.
• Advisor-minded:demonstrates curiosity and seeks to understand the broader context behind client needs..
• Accountable: takes ownership of assigned responsibilities and follows through on commitments.
• Detail-oriented:produces accurate work and maintains high standards of quality.
• Collaborative: works effectively with colleagues and contributes to team success.
• Growth-minded: embraces feedback, learning opportunities, and professional development.
• Integrity-driven: acts ethically, professionally, and confidentially in all situations.

WHY JOIN US

• Launch your career with a respected and growing CPA and advisory firm.
• Receive hands-on…