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.
  
• Bachelors 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.
  
• Bachelors 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.