About the Role

We're seeking a technically strong, client-focused CPA to join a growing public accounting practice. You'll prepare and review tax returns, deliver accounting and advisory services, build tax strategies, and serve as a trusted advisor to business owners and individuals. This role is ideal for someone who stays organized during busy season and enjoys building lasting client relationships.

Key Responsibilities

Tax Services

• Prepare and review federal, state, and local returns for individuals, partnerships, S corps, C corps, trusts and estates, and nonprofits
• Research and analyze complex tax issues
• Develop tax planning strategies that reduce liabilities and maximize savings
• Ensure compliance with applicable tax laws and regulations
• Respond to IRS and state notices and support clients through audits and examinations

Accounting & Financial Services

• Prepare and review financial statements and supporting schedules
• Assist with bookkeeping, general ledger maintenance, and account reconciliations
• Support month-end and year-end close
• Prepare compiled and reviewed financial statements in accordance with professional standards
• Analyze financial data and deliver meaningful recommendations

Client Advisory Services

• Advise clients on entity selection, business growth, succession planning, and cash flow management
• Identify opportunities to improve financial performance and operational efficiency
• Meet with clients regularly to review financial and tax strategies

Professional Responsibilities

• Maintain compliance with AICPA, Montana Board of Public Accountants, and firm standards
• Stay current on tax law, accounting regulations, and industry trends
• Mentor and support junior accounting staff
• Assist with workflow management and quality control
• Participate in business development and community engagement

Required 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

Preferred Qualifications

• 5+ years of public accounting experience
• Tax planning and consulting experience
• QuickBooks and cloud-based accounting platform experience
• Experience supervising or mentoring staff
• Knowledge of small business and closely held company accounting