Certified Public Accountant

PRIMEBRIDGE WORKFORCE LLC; Kalispell (MT); On-site; USD 85,000 - 120,000; Full time

Job summary

PRIMEBRIDGE WORKFORCE LLC is seeking a capable CPA to prepare and review tax returns, provide accounting and advisory services, and support tax planning for clients in Montana.

The role requires an active CPA license, 3+ years in public accounting, strong tax knowledge, and proficiency with Excel and accounting software. You will help with financial reporting, client relationships, and staff mentorship.

Qualifications

• Active CPA license and a bachelor’s degree in accounting or finance.
• 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.

Responsibilities

• Prepare and review federal, state, and local tax returns for individuals and businesses.
• Conduct tax research and analyze complex tax issues.
• Develop tax planning strategies to minimize liabilities and maximize savings.
• Assist clients with tax audits and examinations as needed.
• Prepare and review financial statements and supporting schedules.
• Assist clients with bookkeeping, general ledger maintenance, and account reconciliations.
• Mentor and support junior accounting staff.
• Participate in workflow management and quality control procedures.
• Engage in business development and community activities.

Skills

CPA license

Strong analytical skills

Excellent written and verbal comms

Ability to manage multiple deadlines

Detail-oriented

Client advisory mindset

Education

Active CPA license

Bachelor's degree in Accounting/Finance

Minimum 3+ years of public accounting experience

Tools

QuickBooks

Excel

Cloud-based accounting platforms

Tax software

Job description

• 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.
• 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.

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.