Strategic CPA & Tax Planning Advisor

Virtual Hire Staffing; Kalispell (MT); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

Virtual Hire Staffing seeks a technically strong, client-focused CPA to join our growing public accounting practice in Montana. You will prepare and review tax returns, deliver accounting and advisory services, build tax strategies for business owners and individuals.

This role rewards organization during peak tax season, collaboration with staff, and maintaining compliance with AICPA and Montana standards while building client relationships.

Qualifications

• Active CPA license
• Bachelor's degree in Accounting, Finance, or a related field
• 3+ years of public accounting experience
• Experience preparing and reviewing individual and business tax returns
• Strong knowledge of federal and state tax regulations
• Proficiency with accounting, tax, and financial reporting software
• Advanced Microsoft Excel skills
• Strong analytical, organizational, and communication skills
• Ability to manage multiple deadlines, especially during tax season

Responsabilités

• Tax Services: Prepare and review federal, state, and local returns for individuals, partnerships, S-corps, C-corps, trusts and nonprofits; research and analyze complex tax issues; develop tax planning strategies; ensure compliance; respond to IRS/state notices and support audits
• Accounting & Financial Services: Prepare and review financial statements; assist with bookkeeping, GL maintenance, and reconciliations; support month-end/year-end close; prepare compiled/reviewed statements; analyze financial data and deliver recommendations
• Client Advisory Services: Advise on entity selection, business growth, succession planning, and cash flow management; identify opportunities to improve financial performance and efficiency; meet with clients regularly to review strategies
• Professional Responsibilities: Maintain compliance with AICPA and state boards; stay current on tax law and industry trends; mentor staff; assist with workflow and quality control; participate in business development

Connaissances

Public Accounting

Federal and State Tax Regulations

Quickbooks

Cloud-based accounting platforms

Tax Planning

Business Tax Returns

Leadership

Formation

Bachelor's degree in Accounting, Finance, or a related field

Outils

Proficiency with accounting, tax, and financial reporting software

Description du poste

Virtual Hire Staffing seeks a technically strong, client-focused CPA to join our growing public accounting practice in Montana. You will prepare and review tax returns, deliver accounting and advisory services, build tax strategies for business owners and individuals.

This role rewards organization during peak tax season, collaboration with staff, and maintaining compliance with AICPA and Montana standards while building client relationships.