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’re seeking a Tax Accountant to support a range of tax engagements for individuals and closely held businesses, with a strong focus on S-Corporations and Partnerships. This role is hands-on, preparing and reviewing returns of varying complexity while maintaining accurate client books in QuickBooks Online. You’ll work directly with clients to gather information, manage timelines, and ensure high-quality, timely filings, with exposure to tax planning and compliance across multiple engagements.

What’s in it for you:

Medical, Dental, and Vision benefits
401(k) with a match
Opportunity for growth / path to Director or Partner
A supportive culture that allows you to live a fulfilling, happy, and impactful life

Key Responsibilities:

Prepare simple and complex tax returns, including but not limited to Individual, partnership, and S-Corp returns, with minimal to no supervision.
General accounting, bookkeeping, and cleaning client’s books utilizing QuickBooks Online.
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.

Required Skills:

Bachelor's Degree in Accounting preferred (or relevant years of experience)
Knowledge of Federal, State and Local tax codes and regulations
1 – 5 years of experience with individual, partnership, and s-corp returns
Excellent interpersonal skills in working with staff and clients
A CPA license or are CPA eligible (Preferred)

About Baysora

At Baysora, we partner with boutique tax and accounting firms to protect what makes them unique while fueling their next chapter. Backed by patient family capital, we take a long-term approach that prioritizes people, culture, and client service. Joining our team means being part of a network that values autonomy, invests in growth, and creates clear pathways for future leaders.