Certified Public Accountant (CPA)

HireReady Partners; Kalispell (MT); On-site; USD 70,000 - 100,000; Full time

Job summary

HireReady Partners in Kalispell, MT is seeking a CPA to prepare and review federal, state, and local tax returns, provide accounting and advisory services, and maintain 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.

Join a collaborative firm offering growth opportunities, mentoring, and exposure to diverse client industries.

Qualifications

• Active CPA license required.
• Bachelor's degree in Accounting, Finance, or related field.
• Minimum 3+ years of public accounting experience.

Responsibilities

• Prepare and review federal, state, and local tax returns for individuals, partnerships, corporations, trusts, and nonprofits.
• Conduct tax research and analyze complex tax issues.
• Develop tax planning strategies to minimize liabilities.
• Prepare and review financial statements and supporting schedules.
• Assist with bookkeeping and general ledger maintenance.
• Meet with clients to discuss financial and tax strategies.

Skills

Tax knowledge

Excel

Communication

Analytical thinking

Education

CPA license

Bachelor's degree in Accounting/Finance

Tools

Accounting software

QuickBooks

Job description

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.
• 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.

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.
  • 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.

Skills: accounting,financial statements,financial reporting,management,tax planning