Tax Manager – Path to Partner, High-Growth Boutique Firm

Montana Society of CPAs; Whitefish (MT); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

401(k)

Continuing education credits

Health insurance

Paid time off

Parental leave

Vision insurance

Job summary

Montana Society of CPAs seeks a Tax Manager to lead tax compliance and advisory services in Whitefish, MT. The role requires reviewing complex returns, mentoring staff, and coordinating with other accounting professionals to deliver accurate results.

The position emphasizes staying ahead of federal, state, and local tax changes, translating them into practical client strategies while maintaining thorough documentation and workflow efficiencies.

Qualifications

• Strong tax compliance and preparation skills across returns.
• Ability to interpret changes in federal, state, and local tax rules.
• Solid accounting foundation and understanding of financial statements.
• Experience in tax planning and advisory for individuals and businesses.
• Leadership experience in tax departments or public accounting.

Responsibilities

• Oversee tax compliance and preparation for individuals and entities.
• Provide tax planning and advisory services, monitor regulatory changes.
• Mentor tax staff and coordinate engagements with other professionals.
• Ensure documentation and workpapers meet quality standards.

Skills

Tax compliance

Tax planning

Leadership

Communication

Education

CPA license or equivalent

Job description

Company Description

Our firm is a professional accounting firm dedicated to delivering accurate, timely, and client-focused tax and financial services. The firm supports individuals and businesses with comprehensive tax planning, compliance, and advisory solutions designed to optimize financial outcomes. Team members collaborate closely with clients to understand their unique needs and provide clear, practical guidance. Our firm values integrity, technical excellence, and proactive service in every engagement.

Role Description

The Tax Manager role is a full-time, on-site/hybrid position based in Whitefish, MT. The Tax Manager oversees all tax compliance and preparation activities, including reviewing complex individual, corporate, partnership, and other entity tax returns for accuracy and adherence to applicable tax laws. The role includes providing tax planning and advisory services, monitoring changes in tax regulations, and translating those changes into practical strategies for clients. Day-to-day responsibilities involve managing tax workflows, mentoring and supervising tax staff, coordinating with other accounting professionals on client engagements, and maintaining high-quality documentation and workpapers. The Tax Director also participates in client meetings, helps resolve tax-related issues, and contributes to the development of internal policies and best practices to enhance efficiency and service quality.

Qualifications

• Strong tax compliance and tax preparation skills, with experience handling a range of return types and complexity.
• Deep knowledge of tax law and regulations, including the ability to interpret and apply changes in federal, state, and local tax rules.
• Solid accounting foundation, including understanding of financial statements, general ledger activity, and the relationship between accounting and tax.
• Demonstrated experience in tax planning, advisory, and risk management for individuals and businesses.
• Certified Public Accountant (CPA) license or equivalent professional credential strongly preferred.
• Several years of progressive tax leadership experience in public accounting or a similar environment.
• Excellent analytical, organizational, and problem-solving skills, with attention to detail and deadlines.
• Clear and professional communication skills, with the ability to explain complex tax concepts to clients and team members.
• Proven ability to lead and develop a team, manage multiple engagements, and work effectively in an on-site/hybrid, collaborative setting.

Join us as a Tax Manager to lead innovative tax solutions that propel our organization forward! Your expertise will be instrumental in shaping our fiscal future while ensuring compliance excellence across all levels of operation.

• 401(k)
• Continuing education credits
• Health insurance
• Paid time off
• Parental leave
• Vision insurance

Work Location

In person, hybrid considered for the right candidate.