Certified Public Accountant (CPA)

Dreams 2 Reality Recruitment; Kalispell (MT); Vor Ort; USD 75.000 - 110.000; Vollzeit

Zusammenfassung

Dreams 2 Reality Recruitment in Kalispell, MT seeks an experienced 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 able to manage multiple priorities during busy tax seasons, with responsibilities across tax compliance, planning, accounting, and financial advisory services.

Qualifikationen

• Active CPA license.
• Bachelor's degree 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.
• Excellent written and verbal communication skills.
• Ability to manage multiple projects, deadlines, and priorities.

Aufgaben

• Prepare and review federal, state, and local tax returns for individuals, partnerships, S corporations, C corporations, trusts, and nonprofits.
• Develop tax planning strategies designed to minimize tax liabilities and maximize savings.
• Ensure compliance with applicable tax laws and respond to IRS/state notices.
• Prepare and review financial statements; assist with bookkeeping, general ledger maintenance, and reconciliations.
• Provide client advisory services and discuss tax planning and financial results.
• Mentor junior staff and contribute to workflow, quality control, and business development.

Kenntnisse

CPA license

Ausbildung

Bachelor's degree in Accounting or Finance

Tools

Microsoft Excel

QuickBooks

Jobbeschreibung

Location: Kalispell, MT 59901

Position Summary

We are seeking an experienced Certified Public Accountant(CPA) to provide tax, accounting, financial reporting, and advisoryservices 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 withindividuals and businesses to provide high-quality tax compliance, planning,accounting, and financial advisory services.

Essential Responsibilities

Tax Services

• Prepareand 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.
• Ensurecompliance with applicable federal, state, and local tax laws andregulations.
• Respondto IRS and state tax notices and correspondence.
• Assistclients with tax audits and examinations as needed.
• Stayinformed about changes in tax legislation and regulations that may affectclients.

Accounting & Financial Services

• Prepareand review financial statements, supporting schedules, and relateddocumentation.
• Assistclients with bookkeeping, general ledger maintenance, and accountreconciliations.
• Analyzefinancial information and provide practical recommendations.
• Supportmonth-end and year-end closing activities.
• Preparecompiled and reviewed financial statements in accordance with applicableprofessional standards.
• Identifyaccounting issues and recommend appropriate solutions.

Client Advisory Services

• Serveas a trusted financial and business advisor to individual clients andbusiness owners.
• Adviseclients on entity selection, business growth, succession planning, andcash flow management.
• Identifyopportunities to improve financial performance and operational efficiency.
• Meetwith clients regularly to discuss tax planning, financial results, andstrategic opportunities.
• Buildand maintain strong, long-term client relationships.

Professional Responsibilities

• Maintaincompliance with applicable AICPA standards, Montana Board of PublicAccountants requirements, and professional standards.
• Staycurrent with changes in tax laws, accounting regulations, and relevantindustry trends.
• Mentorand support junior accounting staff.
• Assistwith workflow management, review procedures, and quality control.
• Contributeto business development and client relationship initiatives.
• Participatein community and professional engagement activities as appropriate.

Qualifications

Required Qualifications

• ActiveCertified Public Accountant (CPA) license.
• Bachelor'sdegree in Accounting, Finance, or a related field.
• 3+years of public accounting experience
• Strongknowledge of federal and state tax regulations.
• Experiencepreparing and reviewing individual and business tax returns.
• Proficiencywith accounting, tax, and financial reporting software.
• AdvancedMicrosoft Excel skills.
• Stronganalytical, organizational, and problem-solving abilities.
• Excellentwritten and verbal communication skills.
• Abilityto manage multiple projects, deadlines, and priorities effectively.

Preferred Qualifications

• 5+years of public accounting experience
• Experienceproviding tax planning and consulting services.
• Familiaritywith QuickBooks and cloud-based accounting platforms.
• Experiencesupervising, training, or mentoring accounting staff.
• Knowledgeof accounting and tax matters involving small businesses and closely heldcompanies.

Ideal Candidate

The ideal candidate will combine strong technical accountingand tax expertise with excellent communication and client-service skills. Thisrole is well suited for a CPA who enjoys working directly with clients, solvingcomplex financial and tax issues, and providing proactive guidance thatsupports clients' financial goals.