Senior Client Advisor & Financial Strategy Lead

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

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.