CPA Tax Advisor & Financial Strategy Lead

PLACEMENT SERVICES RECRUITMENT; Kalispell (MT); On-site; USD 85,000 - 115,000; Full time

Job summary

We are seeking a Certified Public Accountant to prepare and review tax returns, provide accounting and advisory services, and maintain strong client relationships in Kalispell, MT. The ideal candidate is technically proficient, detail-oriented and client-focused, and can manage multiple projects during busy tax seasons while delivering exceptional service.

The role requires attention to detail, the ability to manage multiple projects during peak seasons, and proficiency with tax laws, financial

Qualifications

• Active CPA licence required.
• Bachelor's degree in Accounting, Finance or related field.
• Minimum 3 years' 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.

Responsibilities

• Prepare and review federal, state and local tax returns for individuals, partnerships, S corporations, C corporations, trusts and estates, and nonprofit organisations
• Conduct tax research and analyse complex tax issues
• Develop tax planning strategies to minimise liabilities and maximise 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
• Analyse 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
• Act as a trusted advisor to business owners and individual clients
• Advise 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 discuss financial and tax strategies
• 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

Skills

CPA licence

Excellent communication

Education

Bachelor's degree in Accounting, Finance or related field

Tools

Microsoft Excel

Job description

We are seeking a Certified Public Accountant to prepare and review tax returns, provide accounting and advisory services, and maintain strong client relationships in Kalispell, MT. The ideal candidate is technically proficient, detail-oriented and client-focused, and can manage multiple projects during busy tax seasons while delivering exceptional service.

The role requires attention to detail, the ability to manage multiple projects during peak seasons, and proficiency with tax laws, financial