Tax Accountant - CPA License Required

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