CPA

Position Summary:

• The CPA will be responsible for preparing and reviewing tax returns, providing accounting and advisory services, conducting tax planning, assisting with financial reporting, and maintaining strong client relationships.
  
• The ideal candidate is technically proficient, detail-oriented, client-focused, and capable of managing multiple projects during busy tax seasons while delivering exceptional service.
  

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 issues.
    
  • Develop tax planning strategies to minimize liabilities and maximize savings.
    
  • Ensure compliance with applicable tax laws and regulations.
    
  • Respond to IRS and state tax notices and correspondence.
    
  • Assist clients with tax audits and examinations as needed.
    
• Accounting & Financial Services
  
• • Prepare and review financial statements and supporting schedules.
    
  • Assist clients with bookkeeping, general ledger maintenance, and account reconciliations.
    
  • Analyze financial data and provide meaningful recommendations.
    
  • Support month-end and year-end closing processes.
    
  • Prepare compiled and reviewed financial statements in accordance with professional standards.
    
• Client Advisory Services
  
• • Serve as a trusted advisor to business owners and individual clients.
    
  • Provide guidance regarding entity selection, business growth, succession planning, and cash flow management.
    
  • Identify opportunities to improve financial performance and operational efficiencies.
    
  • Meet with clients regularly to discuss financial and tax strategies.
    
    

Professional Responsibilities:

• Maintain compliance with AICPA, Montana Board of Public Accountants, and firm professional standards.
  
• Stay current on evolving tax laws, accounting regulations, and industry trends.
  
• Mentor and support junior accounting staff.
  
• Assist with workflow management and quality control procedures.
  
• Participate in business development and community engagement activities.
  

 Qualifications:

• Required:
  
• • Active Certified Public Accountant (CPA) license.
    
  • Bachelor's degree in Accounting, Finance, or a related field.
    
  • Minimum 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 deadlines and priorities.
    
• Preferred:
  
• • 5+ years of public accounting experience.
    
  • Experience with tax planning and consulting services.
    
  • Familiarity with QuickBooks and cloud-based accounting platforms.
    
  • Experience supervising or mentoring staff.
    Knowledge of small business and closely held company accounting 

Must Have:

• Active Certified Public Accountant (CPA) license.
  
• Bachelor's degree in Accounting, Finance, or a related field.
  
• 3+ years of public accounting experience.
  
• Strong knowledge of federal and state tax regulations, with experience preparing and reviewing individual and business tax returns.
  
• Proficiency with accounting, tax, and financial reporting software, plus advanced Microsoft Excel skills.
  
  

Nice to Have:

• 5+ years of public accounting experience.
  
• Experience with tax planning and consulting services.
  
• Familiarity with QuickBooks and cloud-based accounting platforms.
  
• Experience supervising or mentoring staff.
  
• Knowledge of small business and closely held company accounting.