Tax Associate 2 - Utah Office

Cain Watters & Associates, LLC•Kaysville, UT

2d•$85,000 - $90,000

About The Position

Indirectly reporting to the Senior Tax Manager, the Tax Associate 2 is responsible for serving as an integral member in the tax department and ensuring the department creates and delivers accurate and timely tax returns and other tax products for the organization. Essential Functions Prepare various types of basic to moderately complex tax returns (1040, 1041, 1120, 1120S and 1065) Provide tax related services for clients (Personal Property Tax, Extensions, Estimated Payment Vouchers, Tax Notices, etc.) Research as needed to respond to client questions and prepare tax returns accurately Compare tax returns to tax projections prepared by in-house Financial Planners Responsibilities and Duties Participate in planning of workflow to ensure completion of assigned returns Assist in set up of new client tax returns and workpapers Prepare partnership, corporate, individual and personal property tax returns Client contact as needed to facilitate completion of tax issues Internal contact as needed between various departments to facilitate completion of tax issues Documentation of records and workpapers to firm's electronic file cabinet to ensure accurate, organized recordkeeping Assist fellow department members in order for the department to complete annual tax season goals Daily use of multiple software programs for organization of workpapers, tax returns, and workflow management Analyze unaudited financial statements to determine adjustments necessary for accurate tax treatment Prepare assigned returns in timeframe given in order to timely deliver tax returns to clients This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.

Requirements

Bachelor’s degree or higher in Accounting, Tax or related field
CPA eligible or EA eligible required
1+ years’ experience in public accounting or its equivalent
Thorough knowledge of tax laws
Strong communication, interpersonal and organizational skills
Ability to use Microsoft Office Suite, including Excel
Proficient in Adobe Acrobat

Nice To Haves

Master's degree in Accounting or related field
CPA or EA preferred
Big four or large public accounting firm experience
CCH Axcess Tax, Engagement & BNA Income Tax Planner

Responsibilities

Participate in planning of workflow to ensure completion of assigned returns
Assist in set up of new client tax returns and workpapers
Prepare partnership, corporate, individual and personal property tax returns
Client contact as needed to facilitate completion of tax issues
Internal contact as needed between various departments to facilitate completion of tax issues
Documentation of records and workpapers to firm's electronic file cabinet to ensure accurate, organized recordkeeping
Assist fellow department members in order for the department to complete annual tax season goals
Daily use of multiple software programs for organization of workpapers, tax returns, and workflow management
Analyze unaudited financial statements to determine adjustments necessary for accurate tax treatment
Prepare assigned returns in timeframe given in order to timely deliver tax returns to clients

Benefits

Heavily subsidized medical insurance options
Generous employer HSA contributions
100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health
Dental and Vision plans
Unlimited PTO
Organization-paid holidays, including an extended Winter Break
Safe Harbor 401k Plan
Employer-paid professional dues, licenses, and renewals
Continuing Education resources
Family Planning Assistance Program and Paid Parental Leave
Subsidized fitness programs
CWA has consistently been recognized from rating services and publications such as:
INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)
Top Workplaces - Financial Services (2024)
Top Workplaces - Culture Excellence (2024)
Accounting Today - Top Firm by AUM (2024)
USA Today - Top Workplaces (2024, 2025)
Accounting Today - Top 100 Firms (2022, 2023)
Forbes America's Best Tax & Accounting Firms (2022, 2023)
INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)
Dallas Morning News - Top Workplace (2022, 2023)
Accounting Today - Beyond Top 100: Firms to Watch (2020)
Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)
INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)
INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)
Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at [email protected]. Your concerns will be handled with the utmost confidentiality and care.