Tanner

Tanner LLP, Utah’s largest public accounting firm and one of INSIDE Public Accounting’s Best of the Best Accounting firms, has recently been named as one of Accounting Today's Top Regional Leaders and Firms to watch for and top 100 firms in the US. Our stellar reputation in the marketplace for being value add strategic partners to the clients we serve has made us the firm of choice for Utah’s premier businesses. Our commitment to excellence, innovation, and client satisfaction has earned us a position of trust and respect within the industry.
 
Our professionals choose to build careers at Tanner because they appreciate our growth mindset and share our values, Gratitude, Excellence in All We Do, and Personal Accountability. Firm leadership is down the hall, not across the country, creating a close-knit and collaborative work environment with curated paths for career advancement and opportunity. Our community of colleagues create an environment that can’t be matched. We are a public accounting firm characterized by our investment in our team – Voted #1 in Training multiple years running - and distinctive culture, which sets us apart and defines the experience for our professionals.
Role Summary
Tanner is seeking a motivated and organized Business Development Associate to support the firm’s business development efforts in the Salt Lake City market. This role is designed for a recent graduate or early-career professional who is interested in business development, professional services, relationship-building, event management, and sales support.
The Business Development Associate will work closely with the Director of Business Development and serve as a key support resource for events, sponsorships, inbound leads, CRM management, and coordination between Business Development and Marketing. This role is ideal for someone who is detail-oriented, proactive, professional, and eager to learn how business development works inside a growing CPA and advisory firm.
The ideal candidates will have the following qualities:

• Bachelor’s degree preferred.
• Demonstrated success in business development, professional services, sales, marketing, event management, or relationship-building.
• Professional sales experience, sales internship experience, or customer-facing experience is a plus.
• Strong organizational skills and attention to detail.
• Comfortable managing multiple projects, deadlines, events, and follow-up items.
• Strong written and verbal communication skills.
• Professional presence and ability to interact with business leaders, partners, prospects, and referral sources.
• Comfortable learning and using CRM systems.
• Proactive, creative, and willing to take ownership of assigned responsibilities.
• Ability to attend occasional after-hours business development events, networking events, conferences, and firm-sponsored activities.

Professional responsibilities will include tasks such as the following:
Event and Sponsorship Support

• Help organize and manage Tanner’s sponsorships, including tracking event dates, sponsorship benefits, deadlines, deliverables, attendees, and follow-up items.
• Maintain a clear list of sponsorships, relationship owners, key contacts, event timelines, and next steps.
• Coordinate with internal stakeholders to keep sponsorship owners informed and involved as event details are announced.
• Support Tanner-hosted and third-party events, including conferences, golf events, networking events, association events, roundtables, and sponsorship activities.
• Attend certain events on behalf of Business Development when needed and provide a summary of attendees, target companies, referral partners, and overall value of the event.
• Help evaluate whether events and sponsorships are producing meaningful relationships, referral opportunities, or new business targets.

CRM Support and Data Hygiene

• Help maintain clean and accurate CRM data, including contact information, company records, relationship notes, and opportunity updates.
• Assist with CRM maintenance by identifying duplicate records, incomplete information, outdated contacts, and missing next steps.
• Create and maintain simple CRM support documents, tracking sheets, and process guides for Business Development and firm leaders.
• Support reporting needs related to business development activity, web leads, events, sponsorships, and pipeline updates.

Inbound Lead and Web Lead Support

• Help manage inbound web leads in the CRM.
• Review incoming web lead information and help ensure the lead is entered, assigned, and tracked properly.

Business Development and Marketing Coordination

• Serve as a support resource between Business Development and Marketing.
• Help coordinate event and target lists and follow-up lists, sponsorship materials, and post-event reporting.
• Support communication between the Director of Business Development, Marketing, partners, and other internal stakeholders.
• Assist with preparation for meetings, events, conferences, and relationship-building activities.
• Help track key referral partners, strategic relationships, prospects, and follow-up actions.

Director of Business Development Support

• Provide day-to-day support to the Director of Business Development.
• Help organize priorities, follow-up items, events, CRM updates, sponsorships, and key relationship activity.
• Assist with event and association research, event preparation, partner updates, and internal coordination.
• Help ensure that business development activity is organized, provide clear internal communication, and follow-through.

We’re sure you will tell us what you have to offer, but here is what we bring to the table:

• The best training through Tanner LLC, Allinial Global, and other quality providers
• Open PTO policy, paid holidays, and a company wide shut down between the week of Christmas and New Years Day
• Excellent health, life, disability and dental insurance
• 401(k) plan with guaranteed company contribution
• Unique coaching & opportunities for advancement
• Exceptional technical resources
• Competitive compensation

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