Tax Accountant - CPA License Required

Crawford Thomas Recruiting; East Helena (MT); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

AFLAC insurance

401(k) with 4% company match

Flexible schedule

Paid holidays and PTO

Fringe benefits

Job summary

Crawford Thomas Recruiting is assisting a Helena, MT area accounting firm in hiring a CPA Tax Preparer for an in-office, full-time role with flexible hours. Expect to prepare 200+ returns, work with clients, and support tax planning and accounting services.

The position offers a salary range of $80K–$90K, with full-time permanence, a flexible schedule, holidays, PTO, and benefits. Office locations include Helena or Townsend, MT.

Qualifications

• Active CPA license is required.
• 3–5 years of professional tax preparation experience.
• Experience preparing 200+ tax returns.
• Strong experience with individual and business tax returns.
• Experience with a wide range of federal and state tax forms.
• Strong knowledge of federal and state tax regulations.
• QuickBooks Online experience required.
• Audit representation experience preferred.

Responsibilities

• Prepare 200+ individual and business tax returns annually.
• Prepare federal and state tax forms and ensure filings.
• Work directly with clients to gather financial information and answer tax questions.
• Conduct tax planning meetings and assist with business tax strategies.
• Support clients with IRS and state tax matters; audit representation experience is preferred.
• Perform bookkeeping and general accounting duties as needed.
• Prepare financial information and reports to support business planning.
• Use QuickBooks Online for bookkeeping and accounting.
• Use Drake Tax for tax preparation.
• Maintain organized client records and stay current on tax laws.

Skills

CPA license

Tax preparation

Client communication

Attention to detail

Independent work

Microsoft Office

Education

Certified Public Accountant

Tools

QuickBooks Online

Drake Tax

Job description

CPA TAX PREPARER | HELENA, MT OR TOWNSEND, MT | IN-OFFICE | $80K–$90K

Position Overview

Our client is a professional business management and accounting firm serving approximately 800 individual and small business clients. They are seeking an experienced CPA Tax Preparer to prepare individual and business tax returns, work directly with clients, and support tax planning and accounting services. This is a full-time, permanent, in-office position with a flexible schedule—employees can set their own hours as long as client needs and tax deadlines are met.

What You’ll Do

• Prepare 200+ individual and business tax returns annually
• Prepare federal and state tax forms and ensure accurate, timely filings
• Work directly with clients to gather financial information and answer tax questions
• Conduct tax planning meetings and assist with business tax strategies
• Support clients with IRS and state tax matters; audit representation experience is preferred
• Perform bookkeeping and general accounting duties as needed
• Prepare financial information and reports to support business planning
• Use QuickBooks Online for bookkeeping and accounting
• Use Drake Tax for tax preparation
• Maintain organized client records and stay current on tax laws and filing requirements

What You’ll Bring

• Active CPA license required
• 3–5 years of professional tax preparation experience
• Experience preparing 200+ tax returns
• Strong experience with individual and business tax returns
• Experience with a wide range of federal and state tax forms
• Strong knowledge of federal and state tax regulations
• QuickBooks Online experience required
• Drake Tax experience preferred; strong tax preparation candidates can be trained
• Audit representation experience preferred
• Background in accounting, bookkeeping, tax planning, or business management
• Strong attention to detail, organization, and client communication skills
• Ability to work independently while collaborating with a team
• Strong computer skills, including Microsoft Office and accounting software

Compensation & Benefits

• $80K–$90K annualized compensation, depending on experience and qualifications
• Full-time, permanent position
• No bonus structure
• Flexible schedule with the ability to set your own hours
• Paid holidays and PTO
• Fringe benefits
• AFLAC insurance
• 401(k) with 4% company match

WHY JOIN?

• Serve a diverse client base of approximately 800 individual and small business clients
• Flexible schedule with the ability to set your own hours
• Opportunity to work directly with clients across tax preparation, planning, and accounting
• Choose between the Helena or Townsend, Montana office