Accounting Specialist

Accounting Specialist

Location:

Kalispell, MT (Hybrid/In-Office Option Available)

Employment Type:

Full-Time, Hourly, Non-Exempt Compensation: starting at $23/hour DOE

We're A Different Kind of Accounting Firm

At Elevated Advisory & Accounting, we're not a transactional, box-checking firm. We take a concierge-style, human-first approach — meaning we don't just process numbers, we understand the businesses behind them. We're outcome-oriented, proactive, and always looking for smarter, more innovative ways to deliver real value. We meet our clients where they are and help them rise higher — with clarity, strategy, and confidence.

That same mindset shapes our internal culture. We collaborate. We communicate clearly. We take ownership. And we expect each team member to think critically, move work forward, and care about the impact they're making.

If you want to build a meaningful career at a firm that values initiative, innovation, and real relationships, you'll feel right at home here.

This role is not for someone who simply completes assigned tasks and waits for direction.

It's for someone who manages themselves as well as they manage their work.

You don't wait to be told what to do. If something feels unclear, incomplete, or inefficient, you move it forward. You ask thoughtful questions, propose solutions, and follow through until it's resolved. You manage your time and priorities intentionally, without needing constant oversight.

Accounting requires precision — but it's not always black and white. Client situations evolve. Information can be incomplete. Priorities shift. You stay calm, think critically, and make sound decisions even when the path isn't perfectly defined.

You don't just "do the work." You own the result. You close loops. You communicate proactively. You take responsibility for your client portfolio, your deadlines, and your workflow — ensuring things move forward without reminders.

You build trust through clarity and consistency. Clients and teammates always know where things stand. You anticipate questions before they're asked and keep stakeholders informed.

You want a career, not just a job. You welcome feedback. You refine your systems. You actively pursue development and enjoy improving your craft.

You can balance competing deadlines while maintaining precision and professionalism. You know how to prioritize what matters most and structure your day to meet expectations.

Drive Client Financial Success

You'll manage a portfolio of clients and take responsibility for the accuracy, timeliness, and quality of their financial information.

• Prepare accurate monthly financial reports
• Process payroll with precision and compliance
• Reconcile accounts and resolve discrepancies
• Communicate proactive updates and identify issues early
• Maintain strong, trust-based client relationships

This isn't a "wait to be told" kind of role. We need someone who naturally moves work forward, stays on top of their clients, and makes sure things don't quietly stall.

Deliver Technical Excellence

• Enter and reconcile transactions accurately
• Collect and process payroll data, calculate deductions, and submit required filings
• Prepare clear, reliable financial statements for decision-making
• Maintain compliance with GAAP and payroll tax regulations
• Support special projects and firm initiatives as needed

We value precision but we also value judgement. When something doesn't add up, you investigate, communicate, and resolve it.

• 2+ years of payroll and bookkeeping experience (public accounting preferred)
• Proficiency in Quick Books Online
• Strong understanding of payroll processing, deductions, commissions, and tax filings
• Experience with bank, credit card, and loan reconciliations
• Thorough understanding of payroll laws and IRS compliance requirements
• Experience with Google Workspace

• You proactively communicate before being asked.
• You take full ownership of your client portfolio.
• You close…