Certified Public Accountant (CPA)

SUMMARY:
-

POSITION INFO:
We are looking for a Certified Public Accountant to prepare and review tax returns, provide accounting and advisory services, conduct tax planning, assist with financial reporting and maintain strong client relationships. The ideal candidate is technically proficient, detail-oriented and client-focused, and can manage multiple projects during busy tax seasons while delivering exceptional service. 𝗘𝗦𝗦𝗘𝗡𝗧𝗜𝗔𝗟 𝗥𝗘𝗦𝗣𝗢𝗡𝗦𝗜𝗕𝗜𝗟𝗜𝗧𝗜𝗘𝗦 𝗧𝗔𝗫 𝗦𝗘𝗥𝗩𝗜𝗖𝗘𝗦 - Prepare and review federal, state and local tax returns for individuals, partnerships, S corporations, C corporations, trusts and estates, and nonprofit organisations - Conduct tax research and analyse complex tax issues - Develop tax planning strategies to minimise liabilities and maximise savings - Ensure compliance with applicable tax laws and regulations - Respond to IRS and state tax notices and correspondence - Assist clients with tax audits and examinations as needed 𝗔𝗖𝗖𝗢𝗨𝗡𝗧𝗜𝗡𝗚 𝗔𝗡𝗗 𝗙𝗜𝗡𝗔𝗡𝗖𝗜𝗔𝗟 𝗦𝗘𝗥𝗩𝗜𝗖𝗘𝗦 - Prepare and review financial statements and supporting schedules - Assist clients with bookkeeping, general ledger maintenance and account reconciliations - Analyse financial data and provide meaningful recommendations - Support month-end and year-end closing processes - Prepare compiled and reviewed financial statements in accordance with professional standards 𝗖𝗟𝗜𝗘𝗡𝗧 𝗔𝗗𝗩𝗜𝗦𝗢𝗥𝗬 𝗦𝗘𝗥𝗩𝗜𝗖𝗘𝗦 - Act as a trusted advisor to business owners and individual clients - Advise 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 discuss financial and tax strategies 𝗣𝗥𝗢𝗙𝗘𝗦𝗦𝗜𝗢𝗡𝗔𝗟 𝗥𝗘𝗦𝗣𝗢𝗡𝗦𝗜𝗕𝗜𝗟𝗜𝗧𝗜𝗘𝗦 - Maintain compliance with AICPA, Montana Board of Public Accountants and firm professional standards - Stay current on evolving tax laws, accounting regulations and industry trends - Mentor and support junior accounting staff - Assist with workflow management and quality control procedures - Participate in business development and community engagement activities 𝗥𝗘𝗤𝗨𝗜𝗥𝗘𝗠𝗘𝗡𝗧𝗦 - Active Certified Public Accountant (CPA) licence - Bachelor's degree in Accounting, Finance or a related field - Minimum 3 years' public accounting experience - Strong knowledge of federal and state tax regulations - Experience preparing and reviewing individual and business tax returns - Proficiency with accounting, tax and financial reporting software - Advanced Microsoft Excel skills - Strong analytical, organisational and problem-solving abilities - Excellent written and verbal communication skills [please confirm] 𝗛𝗢𝗪 𝗧𝗢 𝗔𝗣𝗣𝗟𝗬 Apply online through our careers page. Only shortlisted candidates will be contacted. 𝗜𝗠𝗣𝗢𝗥𝗧𝗔𝗡𝗧 𝗡𝗢𝗧𝗘 No relocation assistance or visa sponsorship is offered for this role. Applicants must already have the legal right to work in the USA.