Required Skills
- Public Accounting
- Federal and State Tax Regulations
- Quickbooks
- Cloud-based accounting platforms
- Tax Planning
- Business Tax Returns
- Leadership
Job Summary
About the Role
We're seeking a technically strong, client-focused CPA to join a growing public accounting practice. You'll prepare and review tax returns, deliver accounting and advisory services, build tax strategies, and serve as a trusted advisor to business owners and individuals. This role is ideal for someone who stays organized during busy season and enjoys building lasting client relationships.
Key Responsibilities
Tax Services
- Prepare and review federal, state, and local returns for individuals, partnerships, S corps, C corps, trusts and estates, and nonprofits
- Research and analyze complex tax issues
- Develop tax planning strategies that reduce liabilities and maximize savings
- Ensure compliance with applicable tax laws and regulations
- Respond to IRS and state notices and support clients through audits and examinations
Accounting & Financial Services
- Prepare and review financial statements and supporting schedules
- Assist with bookkeeping, general ledger maintenance, and account reconciliations
- Support month-end and year-end close
- Prepare compiled and reviewed financial statements in accordance with professional standards
- Analyze financial data and deliver meaningful recommendations
Client Advisory Services
- Advise clients on entity selection, business growth, succession planning, and cash flow management
- Identify opportunities to improve financial performance and operational efficiency
- Meet with clients regularly to review financial and tax strategies
Professional Responsibilities
- Maintain compliance with AICPA, Montana Board of Public Accountants, and firm standards
- Stay current on tax law, accounting regulations, and industry trends
- Mentor and support junior accounting staff
- Assist with workflow management and quality control
- Participate in business development and community engagement
Required Qualifications
- Active CPA license
- Bachelor's degree in Accounting, Finance, or a related field
- 3+ years of public accounting experience
- Experience preparing and reviewing individual and business tax returns
- Strong knowledge of federal and state tax regulations
- Proficiency with accounting, tax, and financial reporting software
- Advanced Microsoft Excel skills
- Strong analytical, organizational, and communication skills
- Ability to manage multiple deadlines, especially during tax season
Preferred Qualifications
- 5+ years of public accounting experience
- Tax planning and consulting experience
- QuickBooks and cloud-based accounting platform experience
- Experience supervising or mentoring staff
- Knowledge of small business and closely held company accounting