Certified Public Accountant (CPA) | $81K-$100K

Purple Cow Recruiting; Kalispell (MT); On-site; USD 81,000 - 100,000; Full time

Benefits offered by this job

Relocation assistance: No

Visa sponsorship: No

Job summary

Heartline Staffing seeks a Certified Public Accountant (CPA) for an onsite role in Kalispell, MT. This position reports to clients in tax, accounting, financial reporting and advisory services, building strong relationships with individuals and businesses. Active CPA with public accounting background preferred.

The role requires preparing and reviewing tax returns, financial statements, and tax planning while managing multiple deadlines with accuracy and exceptional client service.

Qualifications

• Active CPA license REQUIRED
• Bachelor's degree in Accounting, Finance or a related field REQUIRED
• 3+ years of public accounting experience REQUIRED
• Strong knowledge of federal and state tax regulations REQUIRED
• Experience preparing and reviewing individual and business tax returns REQUIRED
• Proficiency with accounting, tax and financial-reporting software REQUIRED
• Advanced Microsoft Excel skills REQUIRED
• Strong analytical, organizational and problem-solving abilities REQUIRED
• Excellent written and verbal communication skills REQUIRED
• Ability to manage multiple deadlines and priorities REQUIRED

Responsibilities

• Prepare and review federal, state and local tax returns
• Work with individual and business tax returns
• Support returns for partnerships, S corporations, C corporations, trusts and estates, and nonprofit organizations
• Conduct tax research and analyze complex tax issues
• Develop tax-planning strategies to minimize liabilities and maximize savings
• Maintain 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 recommendations
• Support month-end and year-end closing processes
• Prepare compiled and reviewed financial statements in accordance with standards
• Serve as a trusted advisor to business owners and individuals
• Provide guidance on entity selection, growth, succession planning and cash-flow management
• Identify opportunities to improve financial performance and efficiencies
• Meet with clients to discuss financial and tax strategies
• Maintain applicable professional standards
• Stay current on evolving tax laws, accounting regulations and industry trends
• Mentor and support junior staff
• Assist with workflow management and quality-control procedures
• Participate in business development and community-engagement activities

Skills

Strong analytical abilities

Excellent written and verbal communic

Attention to detail

Multitasking

Client service orientation

Education

CPA licensure

Bachelor's degree in Accounting or Finance

Tools

Accounting software proficiency

Microsoft Excel

QuickBooks

Cloud-based accounting platforms

Job description

Certified Public Accountant (CPA) | $81K-$100K

Kalispell, MT | Onsite

Heartline Staffing is recruiting a Certified Public Accountant (CPA) for an onsite opportunity in Kalispell, Montana. This role is designed for an active CPA with public accounting experience who can provide tax, accounting, financial reporting and advisory services while developing strong relationships with individual and business clients.

The CPA will prepare and review tax returns, research complex tax matters, support tax planning, prepare and review financial statements, analyze financial information and advise clients on financial and business matters. The position requires the ability to manage multiple projects and deadlines while maintaining accuracy and exceptional client service.

COMPENSATION

• $81,000-$100,000
• Compensation based on experience, credentials and expertise
• Relocation Assistance: No
• Visa Sponsorship: No

TAX SERVICES

• Prepare and review federal, state and local tax returns
• Work with individual and business tax returns
• Support returns for partnerships, S Corporations, C Corporations, trusts and estates, and nonprofit organizations
• Conduct tax research and analyze complex tax issues
• Develop tax-planning strategies designed to minimize liabilities and maximize savings
• Maintain 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 to discuss financial and tax strategies

PROFESSIONAL RESPONSIBILITIES

• Maintain applicable 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

Requirements

• Active Certified Public Accountant (CPA) license REQUIRED
• Bachelor's degree in Accounting, Finance or a related field REQUIRED
• 3+ years of public accounting experience REQUIRED
• Strong knowledge of federal and state tax regulations REQUIRED
• Experience preparing and reviewing individual and business tax returns REQUIRED
• Proficiency with accounting, tax and financial-reporting software REQUIRED
• Advanced Microsoft Excel skills REQUIRED
• Strong analytical, organizational and problem-solving abilities REQUIRED
• Excellent written and verbal communication skills REQUIRED
• Ability to manage multiple deadlines and priorities REQUIRED

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