Certified Public Accountant; CPA)
Listed on 2026-10-08
-
Accounting
Tax Accountant, Public Accounting, Financial Reporting, Senior Accountant -
Finance & Banking
Tax Accountant, Financial Reporting
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
- SCorporations
- CCorporations
- Trustsand estates
- Nonprofitorganizations
- Conducttax research and analyze complex tax matters.
- Developtax planning strategies designed to minimize tax liabilities and maximizesavings.
- Ensure compliance with applicable federal, state, and local tax laws and regulations.
- Respondto 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 affectclients.
- 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.
- Preparecompiled and reviewed financial statements in accordance with applicable professional standards.
- Identify accounting issues and recommend appropriate solutions.
- Serveas a trusted financial and business advisor to individual clients and business owners.
- Advise clients on entity selection, business growth, succession planning, andcash flow management.
- Identify opportunities to improve financial performance and operational efficiency.
- Meetwith clients regularly to discuss tax planning, financial results, and strategic opportunities.
- Buildand maintain strong, long-term client relationships.
- 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.
- Mentorand 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.
Required Qualifications
- Active
Certified Public Accountant (CPA) license
. - Bachelor'sdegree 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.
- Abilityto manage multiple projects, deadlines, and priorities effectively.
- 5+years of public accounting experience
- Experience providing tax planning and consulting services.
- Familiarity with Quick Books 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.
The ideal candidate will combine strong technical accounting and tax expertise with excellent communication and client-service skills. Thisrole 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' financial goals.
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