Professional Positions

About Squire:

Based in Orem and Salt Lake City, Squire has been a trusted advisor in financial services, specializing in tax, audit, wealth, and advisory services for over 50 years. With solid values and business acumen as our foundation, Squire’s culture promotes a steadfast commitment to three core values: Personal Connection, Proactive Ownership, and Thoughtful Innovation. These principles have played a pivotal role in our enduring success, guiding us through decades of growth and evolution.

Are you passionate about driving excellence and embracing innovation? We extend an invitation to individuals who share our dedication to excellence and innovation. Join us and discover the opportunity to contribute to a professional services firm where your efforts are valued and rewarded. At Squire, we offer a supportive environment conducive to career development and advancement through structured mentoring programs. Apply now and be part of a team that fosters growth and encourages your professional development!

About the role:

As a Tax Manager at Squire, you will play a pivotal role in providing comprehensive tax services and solutions to our diverse clientele. This position demands a combination of technical expertise, analytical skills, and client relationship management to ensure the delivery of exceptional service and value.

Responsibilities:

Tax Compliance: You will lead and oversee the preparation and review of complex tax returns for individuals, partnerships, corporations, and trusts. Ensuring accuracy, compliance with tax laws, and timely submission are paramount.

Tax Planning and Consulting: Collaborate with clients to develop tax strategies that align with their financial objectives, mitigate tax liabilities, and maximize opportunities for tax savings. Provide proactive advice on various tax matters, including entity structuring, mergers and acquisitions, and international taxation.

Research and Analysis: Stay abreast of evolving tax laws, regulations, and rulings to provide informed guidance to clients and internal stakeholders. Conduct thorough research and analysis on tax issues to address client inquiries and support decision-making processes.

Client Relationship Management: Cultivate and maintain strong relationships with clients by serving as a trusted advisor on tax-related matters. Understand their unique needs, objectives, and challenges to deliver tailored solutions and exceptional client service.

Team Leadership and Development: Mentor and coach junior staff members, providing

guidance on technical matters, professional development, and best practices in tax compliance and consulting. Foster a collaborative and supportive team environment conducive to continuous learning and growth.

Quality Control and Risk Management: Implement and uphold rigorous quality control procedures to ensure the accuracy and integrity of tax engagements. Identify and mitigate potential risks, compliance issues, and ethical concerns in accordance with professional standards and firm policies.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or related field; CPA license preferred.
• 5+ years of experience in tax compliance and consulting within a public accounting firm.
• Proficiency in tax software (e.g., ProSystem fx Tax, Thomson Reuters UltraTax) and Microsoft Excel.
• Strong understanding of federal, state, and local tax laws and regulations.
• Excellent communication, interpersonal, and leadership skills.
• Ability to prioritize tasks, meet deadlines, and manage multiple engagements concurrently.
• Must be authorized to work in the US

Job Status: full-time salaried

Work Location: Salt Lake City or Orem

Work Arrangements: Hybrid

Squire Benefits Package 

Squire takes pride in offering our benefit-eligible employees a comprehensive benefits package tailored to meet the needs of both individuals and their families. Our benefits program is designed to provide peace of mind and ensure access to quality healthcare, covering 90% of healthcare premium coverage.

• Medical/Dental/Vision Plans
• Robust Health Savings Account Match
• Flexible Spending Account
• 401(k) Match
• Employer Paid Short-Term & Longer-Term Disability
• Employer Paid Group Life Insurance Policy
• Accident Insurance Plans
• Employee Assistance Mental Health Services
• Pet Insurance Plans
• Identify Theft Protection Plans

Squire Perks:

• Squire Culture
• Discretionary and Spot Bonus Structure
• Professional Training
• Tuition Reimbursement (For required Masters positions)
• Philanthropic Activities
• Signature Rewards Program
• Employee Assistance Programs
• Women’s Professional Development
• Fitness Reimbursement
• Accrued Paid Time Off
• Health & Wellness Programs

Squire’s dedication to excellence and quality work has garnered numerous accolades, including:

• Utah’s Best Company Award – 8 years running
• 2023 Best Accounting Firm to Work For
• 100 Companies Championing Women Award
• Accounting Today’s “Firms to Watch” in 2023
• Worksite Wellness Award 2020-2024

About Squire:

Based in Orem and Salt Lake City, Squire has been a trusted advisor in financial services, specializing in tax, audit, wealth, and advisory services for over 50 years. With solid values and business acumen as our foundation, Squire’s culture promotes a steadfast commitment to three core values: Personal Connection, Proactive Ownership, and Thoughtful Innovation. These principles have played a pivotal role in our enduring success, guiding us through decades of growth and evolution.

Are you passionate about driving excellence and embracing innovation? We extend an invitation to individuals who share our dedication to excellence and innovation. Join us and discover the opportunity to contribute to a professional services firm where your efforts are valued and rewarded. At Squire, we offer a supportive environment conducive to career development and advancement through structured mentoring programs. Apply now and be part of a team that fosters growth and encourages your professional development!

About the role:

The Squire Wealth Advisors Retirement Plan Advisor position is a unique opportunity to help both plan sponsors and plan participants reach important goals. This is a client-facing role responsible for an assigned book of retirement plan clients. The RPA must demonstrate strong industry knowledge and actively coordinate the overall client experience in partnership with the plans’ other service providers. This role will include new business development activity, which involves collaborating with internal teams to identify potential clients and expand the firm’s client base. By leveraging internal resources and expertise, the RPA will play a crucial role in driving growth and fostering long-term client relationships.

Responsibilities:

• Serve as the primary advisor to a book of clients, functioning as the primary relationship for the employer
• Communicate effectively addressing questions from the plan sponsors and participants and resolving problems
• Develops mastery of Squire’s evidence-based investment philosophy
• Independently run Plan Sponsor/Trustee/Committee meetings
• Ensure plans are meeting the goals and objectives of the employer and help participants meet their retirement goals
• Recommend strategic plan design and implement strategies as needed
• Independently deliver group investment education presentations
• Independently conduct one-on-one participant meetings (addressing savings rate, investments, how to enroll, etc.)
• Assist leadership with identifying new processes that will develop advisors or enhance the client experience
• Partner with wealth advisory teams to pursue and convert new business
• Develops internal best practices
• Diligent recording of client communication and information within client relationship management platform
• Contribute to various team projects as needed
• Train and mentor new team members

Qualifications:

Education and Work Experience

• Bachelor’s Degree and 3-5 years of retirement plan industry experience.
• QKA, CRPS, CPFA, QPA, AIF or other designation demonstrating industry expertise or willingness to obtain Series 65 within 120 days of employment.
• Proficient in Excel
• Experience with tools used daily – CRM (Wealthbox) and Custodians.

Other Qualifications

• Ability and willingness to learn the firm’s investment philosophy
• Excellent relationship-building skills with a strong ability to anticipate, meet, and exceed client needs
• Team player – must strive to be a collaborative, valued member of the team
• Strong verbal and written communication skills with the ability and willingness to engage in public speaking
• Exceptional problem resolution skills
• Willingness to travel, if needed
• Adapts quickly to change
• Must be willing to comply with SEC rules such as social media monitoring and possible investment transaction reporting.
• Strong attention to detail and accuracy
• Open-minded and willing to rethink practices and refine processes

Job Status: Full-time/Hourly

Work Location: Orem, UT

Work Arrangements: Hybrid, In-office

Squire Benefits Package 

Squire takes pride in offering our benefit-eligible employees a comprehensive benefits package tailored to meet the needs of both individuals and their families. Our benefits program is designed to provide peace of mind and ensure access to quality healthcare, covering 90% of healthcare premium coverage.

• Medical/Dental/Vision Plans
• Robust Health Savings Account Match
• Flexible Spending Account
• 401(k) Match
• Employer Paid Short-Term & Longer-Term Disability
• Employer Paid Group Life Insurance Policy
• Accident Insurance Plans
• Employee Assistance Mental Health Services
• Pet Insurance Plans
• Identify Theft Protection Plans

Squire Perks:

• Squire Culture
• Discretionary and Spot Bonus Structure
• Professional Training
• Tuition Reimbursement (For required Masters positions)
• Philanthropic Activities
• Signature Rewards Program
• Employee Assistance Programs
• Women’s Professional Development
• Fitness Reimbursement
• Accrued Paid Time Off
• Health & Wellness Programs

Squire’s dedication to excellence and quality work has garnered numerous accolades, including:

• Utah’s Best Company Award – 8 years running
• 2024 Best Accounting Firm to Work For
• 100 Companies Championing Women Award
• Accounting Today’s “Firms to Watch” in 2024
• Worksite Wellness Award 2020-2024

About Squire:

Based in Orem and Salt Lake City, Squire has been a trusted advisor in financial services, specializing in tax, audit, wealth, and advisory services for over 50 years. With solid values and business acumen as our foundation, Squire’s culture promotes a steadfast commitment to three core values: Personal Connection, Proactive Ownership, and Thoughtful Innovation. These principles have played a pivotal role in our enduring success, guiding us through decades of growth and evolution.

Are you passionate about driving excellence and embracing innovation? We extend an invitation to individuals who share our dedication to excellence and innovation. Join us and discover the opportunity to contribute to a professional services firm where your efforts are valued and rewarded. At Squire, we offer a supportive environment conducive to career development and advancement through structured mentoring programs. Apply now and be part of a team that fosters growth and encourages your professional development!

About the role:

As a Tax Supervisor at Squire, you will play a pivotal role in providing comprehensive tax services and solutions to our diverse clientele. This position demands a combination of technical expertise, analytical skills, and client relationship management to ensure the delivery of exceptional service and value.

Responsibilities:

Tax Compliance: You will lead and oversee the preparation and review of complex tax returns for individuals, partnerships, corporations, and trusts. Ensuring accuracy, compliance with tax laws, and timely submission are paramount.

Tax Planning and Consulting: Collaborate with clients to develop tax strategies that align with their financial objectives, mitigate tax liabilities, and maximize opportunities for tax savings. Provide proactive advice on various tax matters, including entity structuring, mergers and acquisitions, and international taxation.

Research and Analysis: Stay abreast of evolving tax laws, regulations, and rulings to provide informed guidance to clients and internal stakeholders. Conduct thorough research and analysis on tax issues to address client inquiries and support decision-making processes.

Client Relationship Management: Cultivate and maintain strong relationships with clients by serving as a trusted advisor on tax-related matters. Understand their unique needs, objectives, and challenges to deliver tailored solutions and exceptional client service.

Team Leadership and Development: Mentor and coach junior staff members, providing
guidance on technical matters, professional development, and best practices in tax compliance and consulting. Foster a collaborative and supportive team environment conducive to continuous learning and growth.

Quality Control and Risk Management: Implement and uphold rigorous quality control procedures to ensure the accuracy and integrity of tax engagements. Identify and mitigate potential risks, compliance issues, and ethical concerns in accordance with professional standards and firm policies.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or related field; CPA license preferred.
• 4+ years of experience in tax compliance and consulting within a public accounting firm.
• Proficiency in tax software (e.g., ProSystem fx Tax, Thomson Reuters UltraTax) and Microsoft Excel.
• Strong understanding of federal, state, and local tax laws and regulations.
• Excellent communication, interpersonal, and leadership skills.
• Ability to prioritize tasks, meet deadlines, and manage multiple engagements concurrently.
• Must be authorized to work in the US

Job Status: full-time salaried

Work Location: Salt Lake City or Orem

Work Arrangements: Hybrid

Squire Benefits Package 

Squire takes pride in offering our benefit-eligible employees a comprehensive benefits package tailored to meet the needs of both individuals and their families. Our benefits program is designed to provide peace of mind and ensure access to quality healthcare, covering 90% of healthcare premium coverage.

• Medical/Dental/Vision Plans
• Robust Health Savings Account Match
• Flexible Spending Account
• 401(k) Match
• Employer Paid Short-Term & Longer-Term Disability
• Employer Paid Group Life Insurance Policy
• Accident Insurance Plans
• Employee Assistance Mental Health Services
• Pet Insurance Plans
• Identify Theft Protection Plans

Squire Perks:

• Squire Culture
• Discretionary and Spot Bonus Structure
• Professional Training
• Tuition Reimbursement (For required Masters positions)
• Philanthropic Activities
• Signature Rewards Program
• Employee Assistance Programs
• Women’s Professional Development
• Fitness Reimbursement
• Accrued Paid Time Off
• Health & Wellness Programs

Squire’s dedication to excellence and quality work has garnered numerous accolades, including:

• Utah’s Best Company Award – 8 years running
• 2023 Best Accounting Firm to Work For
• 100 Companies Championing Women Award
• Accounting Today’s “Firms to Watch” in 2023
• Worksite Wellness Award 2020-2024