Senior Associate

RMW Accounting; Shelby (MT); On-site; USD 70,000 - 95,000; Full time

Job summary

RMW Accounting in Shelby, Montana seeks a tax professional with 3–5+ years of tax experience to join our firm. You will review returns, prepare projections, conduct research, and collaborate with our team on client projects.

The role emphasizes accuracy, deadlines, and client communication. CPA or EA track preferred; experience with UltraTax and QuickBooks is a plus; we offer a collaborative culture and opportunities for growth.

Qualifications

• Min 3-5+ years of relevant tax experience.
• CPA or EA track or certificate preferred.
• Ability to work both independently and with a team.

Responsibilities

• Review U.S. and multi-state income tax returns for business entities, including C‑corporations, S‑Corporations, partnerships, and fiduciary returns
• Review U.S. and state individual income and gift tax returns
• Prepare tax projections for individual and corporate clients
• Conduct tax research as needed
• Communicate with existing clients and colleagues regarding various tax matters
• Engage in consulting and special projects as requested by clients

Skills

Tax experience

Communication skills

Detail-oriented

Deadline-driven

Team collaboration

Education

CPA or EA certification preferred

Tools

Microsoft Office

Word

Excel

UltraTax Virtual Office

QuickBooks

Job description

Company Overview:

RMW Accounting is a leading Tax and Accounting company known for its commitment to excellence, innovation, and growth. We are dedicated to providing our clients with exceptional service and tailored solutions. Our team thrives on collaboration, professional development, and a strong sense of community.

About RMW Accounting

RMW Accounting is a fast-growing, private equity–backed accounting firm with a presence spanning 20 offices across more than 15 states and plans to grow to 40+ offices in the next 5 years. The firm combines national reach with a client-centered approach, offering comprehensive accounting, tax, and financial services that extend far beyond compliance. With a team of experienced CPAs and advisors, RMW emphasizes personalized guidance, helping clients meet their goals and plan with confidence while preserving the strong relationships that define its culture.

We’re a values-driven company, and our values guide everything we do:

• Client Service Excellence: We are dedicated to delivering exceptional, personalized service built on a deep understanding of each client’s unique goals. By focusing on long-term relationships, proactive support, and attention to detail, we help clients succeed with confidence.
• Integrity: Integrity is the cornerstone of everything we do. We uphold the highest ethical standards in all our business practices, always acting with transparency, honesty, and a strong sense of responsibility to our clients, colleagues, and partners.
• Collaborative Culture: We believe in fostering a collaborative and inclusive work culture where every team member is valued and supported. Our success is driven by mutual respect, open communication, and a shared commitment to achieving our common goals, ensuring that everyone thrives together.
• Community Commitment: We take pride in being deeply connected to the communities we serve, understanding their unique needs, and providing valuable support. Our local offices engage with and contribute to their communities, strengthening relationships and making a positive impact wherever we operate.

If these resonate with you, you’ll feel at home at RMW.

Overview:

Experience in handling individual, corporate, and partnership clients. Review and signing of individual, business, and fiduciary returns. Providing clients with tax related projections and consulting as needed, along with general planning. Working as a part of a team to solve problems, do research, and complete projects.

RESPONSIBILITIES:

• Review U.S. and multi-state income tax returns for business entities, including C‐corporations, S-Corporations, partnerships, and fiduciary returns
• Review U.S. and state individual income and gift tax returns
• Prepare tax projections for individual and corporate clients
• Conduct tax research as needed
• Communicate with existing clients and colleagues regarding various tax matters
• Engage in consulting and special projects as requested by clients

QUALIFICATIONS:

• Min 3-5+ years of relevant tax experience
• CPA or EA track or certificate preferred
• Ability to work both independently and with a team
• Advanced computer skills in Microsoft Office, Word, and Excel
• UltraTax Virtual Office and Quickbooks are used but not required
• Proficient with QuickBooks or other trial balance software - Preferred
• Strong verbal and written communication skills
• Strong attention to detail and organizational skills
• Ability to meet deadlines while handling multiple client projects in a fast-paced environment