Certified Public Accountant (CPA)

Skyelia; Kalispell (MT); On-site; USD 80,000 - 110,000; Full time

Job summary

Skyelia, located in Kalispell, MT, seeks a CPA to prepare and review tax returns, provide accounting and advisory services, and engage in tax planning. You will support financial reporting and maintain strong client relationships during busy tax seasons.

The ideal candidate is technically proficient, detail-oriented, client-focused, and able to manage multiple projects across individuals, partnerships, S corporations, and corporations.

Qualifications

• Active CPA license is required.
• Bachelor's degree in Accounting, Finance, or related field.
• Minimum 3+ years of public accounting experience.
• Strong knowledge of federal/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 deadlines and priorities.

Responsibilities

• Prepare and review federal, state, and local tax returns for individuals, partnerships, and corporations.
• Prepare financial statements and supporting schedules; assist with bookkeeping and reconciliations.
• Provide advisory services on entity selection, growth, and cash flow management.
• Conduct tax research and develop planning strategies to minimize liabilities.
• Respond to IRS/state notices and assist with audits as needed.
• Mentor junior staff and support workflow and quality control.

Skills

CPA knowledge and licensing

Public accounting

Advanced Excel

Tax research

Analytical thinking

Education

Bachelor's degree in Accounting/Finance

Tools

QuickBooks

Cloud-based accounting platforms

Accounting software

Job description

About:

Location: Kalispell, MT

Full-time position

The Role:

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.