Job Description

Location: Kalispell, MT 59901

Position Summary

We are seeking an experienced Certified Public Accountant (CPA) to provide tax, accounting, financial reporting, and advisory services to a diverse client base.

The ideal candidate is technically strong, detail-oriented, client-focused, and comfortable managing multiple priorities and deadlines, particularly during busy tax seasons. This individual will work closely with individuals and businesses to provide high-quality tax compliance, planning, accounting, and financial advisory services.

Essential Responsibilities

Tax Services

• Prepare and review federal, state, and local tax returns for:
• Individuals
• Partnerships
• S Corporations
• C Corporations
• Trusts and estates
• Nonprofit organizations
• Conduct tax research and analyze complex tax matters.
• Develop tax planning strategies designed to minimize tax liabilities and maximize savings.
• Ensure compliance with applicable federal, state, and local tax laws and regulations.
• Respond to IRS and state tax notices and correspondence.
• Assist clients with tax audits and examinations as needed.
• Stay informed about changes in tax legislation and regulations that may affect clients.

Accounting amp; Financial Services

• Prepare and review financial statements, supporting schedules, and related documentation.
• Assist clients with bookkeeping, general ledger maintenance, and account reconciliations.
• Analyze financial information and provide practical recommendations.
• Support month-end and year-end closing activities.
• Prepare compiled and reviewed financial statements in accordance with applicable professional standards.
• Identify accounting issues and recommend appropriate solutions.

Client Advisory Services

• Serve as a trusted financial and business advisor to individual clients and business owners.
• Advise clients on entity selection, business growth, succession planning, and cash flow management.
• Identify opportunities to improve financial performance and operational efficiency.
• Meet with clients regularly to discuss tax planning, financial results, and strategic opportunities.
• Build and maintain strong, long-term client relationships.

Professional Responsibilities

• Maintain compliance with applicable AICPA standards, Montana Board of Public Accountants requirements, and professional standards.
• Stay current with changes in tax laws, accounting regulations, and relevant industry trends.
• Mentor and support junior accounting staff.
• Assist with workflow management, review procedures, and quality control.
• Contribute to business development and client relationship initiatives.
• Participate in community and professional engagement activities as appropriate.

Qualifications

Required Qualifications

• Active Certified Public Accountant (CPA) license .
• Bachelor#39;s degree in Accounting, Finance, or a related field.
• 3+ years of public accounting experience .
• Strong knowledge of federal and state tax regulations.
• Experience preparing and reviewing individual and business tax returns.
• Proficiency with accounting, tax, and financial reporting software.
• Advanced Microsoft Excel skills.
• Strong analytical, organizational, and problem-solving abilities.
• Excellent written and verbal communication skills.
• Ability to manage multiple projects, deadlines, and priorities effectively.

Preferred Qualifications

• 5+ years of public accounting experience .
• Experience providing tax planning and consulting services.
• Familiarity with QuickBooks and cloud-based accounting platforms.
• Experience supervising, training, or mentoring accounting staff.
• Knowledge of accounting and tax matters involving small businesses and closely held companies.

Ideal Candidate

The ideal candidate will combine strong technical accounting and tax expertise with excellent communication and client-service skills. This role is well suited for a CPA who enjoys working directly with clients, solving complex financial and tax issues, and providing proactive guidance that supports clients#39; financial goals.

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