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.