Certified Public Accountant

• 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.
• 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.
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