Senior Client Advisor (CPA/EA)

InTrack CFO; Bozeman (MT); On-site; USD 102,000 - 138,000; Full time

Benefits offered by this job

401(k)

Health insurance

PTO

Job summary

InTrack CFO in Bozeman, MT seeks a senior accounting and tax professional to own client relationships, review the team’s work, and drive end-to-end financial services. You’ll provide tax advice, budgeting, and custom reporting while guiding processes as the firm grows.

Responsibilities include leading client meetings, interpreting results, and ensuring accurate year-end returns. In-office role with established clientele and growth potential.

Qualifications

• CPA or EA preferred; strong accounting and tax expertise.
• Experience with budgeting, cash flow forecasting, and tax planning.
• Ability to own client relationships and communicate results clearly.

Responsibilities

• Own client relationships, lead meetings, and explain financial results.
• Review the team’s work and ensure accurate financial packages.
• Prepare or review tax returns and advise on planning opportunities.
• Develop custom reporting and improve processes as the firm grows.
• Engage in budgeting and cash flow forecasting for clients.

Skills

Client relationships

Tax planning

Budgeting

Cash flow forecasting

Accounting depth

Communication

Education

CPA or EA

Tools

QuickBooks Online

Gusto

ProConnect

Financial Cents

Dropbox

Job description

$120,000 depending on experience · 401(k) · Health insurance · PTO

InTrack CFO · Downtown Bozeman, MT · In office

At InTrack CFO, we give business owners something most of them have never had: an accounting team that digs deep into their business, gives them tax advice they can actually use, and picks up the phone to walk them through whatever they're facing.

We're full service. Most businesses juggle a separate bookkeeper, payroll provider, tax preparer, and CFO consultant. Our clients get one team that manages the whole process from end to end: accounting, payroll, tax planning, custom reporting, CFO advisory, and their returns at year end. We work with mid-size businesses on a recurring monthly basis, meet with them monthly or quarterly, and keep our client loads lower than most, so we have time to give real answers instead of rushed ones.

That model is working, and we've grown. This is a senior role with real ownership from day one. You'll own client relationships, review the team's work, and help shape how we operate. We're looking for someone who wants to stick with us for the long haul and grow as the firm grows.

What you'd own

You'll be the person clients call when they want to know what their numbers mean and what to do about them. You'll lead client meetings, explain results in plain English, and put together the financial packages and reports owners rely on. Most of that work starts from our templates, but you'll build custom reporting when a client needs something more. Experience with budgeting and cash flow forecasting is a plus.

When it comes to tax, knowledge matters more here than volume. We're not a high-volume return shop, but we take a lot of pride in doing tax well, and you'll be involved throughout the process. Depending on your experience, that could include preparing returns, reviewing them, or both. What matters most is that you truly understand the rules: how they apply to each client's business, where the planning opportunities are, and what the tradeoffs look like. Many of our clients operate in a heavily regulated industry with unusually complex tax rules, so you'll be researching tough questions and making real calls.

New clients often come to us with a mess: books that haven't been reconciled in months, misclassified transactions, or prior-year issues nobody caught. You'll dig in, figure out what happened, and get it cleaned up. Inside the firm, you'll review the team's work, catch issues before clients see them, and help build the processes and SOPs that keep us running smoothly as we grow. You're not afraid to get your hands dirty, either. Our team handles most of the bookkeeping, but depending on workloads, some hands-on accounting will land on your plate along with the review.

Here's what a great first year looks like: clients say you're the best accountant they've ever worked with, you've taken full ownership of your clients and your work, and you've tied up the loose ends so everything gets carried through to the finish. The firm runs better because you're here.

You’re probably a fit if

• You have a deep, working command of accounting and tax, including inventory and COGS, fixed assets and depreciation, and other complex situations, and you can tell right away when a set of financials or a return doesn't add up.
• You understand tax well enough to plan, not just prepare. You know how entity structure, timing, and accounting decisions shape a return, and you're comfortable working with strategies like multi-entity structuring, accelerated depreciation, and tax-advantaged investments. You find savings others would miss.
• You can walk into a mess and fix it. Give you a disorganized set of books and you'll find the problems, trace them to the source, and bring it all the way back to clean.
• Business owners actually look forward to talking with you. You're easy to work with, you give them real insight into their business, and you answer difficult questions honestly, even when the answer isn't what they hoped to hear.
• You don't wait to be told what to do, and you know when to ask a question.
• You don't sweep things under the rug. When something's wrong, you bring it up and deal with it directly.
• You're always asking "what could we do better?", and then you go do it.
• You have a CPA or EA (preferred).

This isn’t for you if you'd rather grind out returns with your head down and skip the client conversations. This is a senior seat, and we're looking for someone who already knows their stuff. You'll bring the expertise; we won't be teaching the basics.

It also helps to know that at a small firm, there's no department down the hall to hand things off to. Sometimes the job is an IRS notice, a workers' comp report, or a payroll issue that just needs someone to figure it out and get it done. If that sounds like a puzzle worth solving rather than a headache, you'll fit right in.

How we work

We're a small, close team in one office in downtown Bozeman, and you'll work alongside the whole team every day. Questions get passed across desks, and work goes to whoever is best suited for it. This is an in-office, 9-to-5 role, and busy season means solid 40-hour weeks, not 70.

Life still happens. If your kid has a soccer game at 3, go. As long as your work is handled, we'll make it work.

We notice hard work, and we reward it. If you take care of our clients and our team, we'll take care of you.

Our tools: QuickBooks Online, Gusto, ProConnect, Financial Cents, and Dropbox. Strong QBO experience is a big plus; the rest you'll pick up fast.