Certified Public Accountant (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.

Additional Information

• Compensation range: $80,000–$100,000 maximum, based on experience, credentials, and expertise; full benefits.
• Relocation notes: Local candidates preferred; open to out-of-state candidates, but no relocation assistance is provided.

• 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.