CPA Tax & Advisory Specialist — Client-Focused Finance

Confidential Recruiting Partners; Kalispell (MT); On-site; USD 90,000 - 140,000; Full time

Job summary

Confidential Recruiting Partners is seeking a Certified Public Accountant (CPA) in Montana to prepare and review tax returns, support financial reporting, and provide advisory services to clients. Local candidates are preferred; out-of-state applicants willing to relocate at their own expense are encouraged to apply.

Responsibilities include tax research, planning strategies to minimize liabilities, preparing returns for various entities, and delivering high-quality financial statements.

Qualifications

• Bachelor's degree in Accounting or Finance required.
• Active CPA license required.
• Minimum 3+ years of public accounting experience.
• Strong knowledge of federal and state tax regulations.
• Advanced Microsoft Excel skills are required.
• Experience preparing and reviewing individual and business tax returns.
• Ability to manage multiple deadlines and client engagements.

Responsibilities

• Prepare and review federal, state, and local tax returns for individuals and business entities, including partnerships, S corporations, C corporations, trusts, estates, and nonprofits.
• Support month-end and year-end closing processes and financial reporting.
• Provide client advisory services on tax planning and business decisions.
• Mentor junior staff and contribute to workflow management.
• Maintain compliance with professional standards and regulatory requirements.

Skills

Advanced Excel

Communication skills

Time management

Analytical thinking

Attention to detail

Multi-engagement management

Tax software proficiency

Public accounting experience

Education

Bachelor's degree in Accounting or Finance

CPA license

Tools

QuickBooks

Cloud accounting platforms

Accounting software

Job description

Confidential Recruiting Partners is seeking a Certified Public Accountant (CPA) in Montana to prepare and review tax returns, support financial reporting, and provide advisory services to clients. Local candidates are preferred; out-of-state applicants willing to relocate at their own expense are encouraged to apply.

Responsibilities include tax research, planning strategies to minimize liabilities, preparing returns for various entities, and delivering high-quality financial statements.