CPA Tax & Advisory Specialist

HireReady Partners; Kalispell (MT); On-site; USD 75,000 - 110,000; Full time

Job summary

HireReady Partners in Kalispell, MT seeks a licensed CPA to prepare and review federal, state, and local tax returns, provide accounting and advisory services, and lead planning initiatives for individuals and various entities.

You will manage multiple projects during busy tax seasons while delivering exceptional service, maintain strong client relationships, and help clients optimize tax outcomes and cash flow through proactive guidance.

Qualifications

• Prepare and review federal, state, and local tax returns for individuals, partnerships, corporations, trusts/estates, and nonprofits.
• Conduct tax research and develop planning strategies to minimize liabilities and maximize savings.
• Provide accounting and advisory services and maintain strong client relationships.
• Respond to IRS and state notices and assist with audits as needed.
• Adapt to busy tax seasons while delivering accurate, timely service.

Responsibilities

• Prepare and review tax returns for diverse entities (individuals, partnerships, S-corps, C-corps, trusts, nonprofits).
• Conduct tax planning and research to optimize client outcomes.
• Provide accounting and advisory services and assist with financial reporting.
• Maintain strong client relationships and respond to notices or examinations.
• Meet deadlines during peak tax season and manage multiple projects.

Skills

Detail-oriented

Client-focused

Multitasking

Education

Certified Public Accountant (CPA)

Job description

HireReady Partners in Kalispell, MT seeks a licensed CPA to prepare and review federal, state, and local tax returns, provide accounting and advisory services, and lead planning initiatives for individuals and various entities.

You will manage multiple projects during busy tax seasons while delivering exceptional service, maintain strong client relationships, and help clients optimize tax outcomes and cash flow through proactive guidance.