Senior Tax & Advisory 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

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.