About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Role Overview

This Accountant II – Tax role supports tax return preparation, payroll processing, monthly and quarterly accounting, year-end compilations, and other client accounting projects. The position works under the supervision of Managers, Senior Managers, or Shareholders and focuses on accurate, timely client service and compliance.

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What You’ll Do

• Assist with tax returns: process organizers, enter data into tax software, and prepare return data for review
• Perform payroll tasks, including check processing and preparing quarterly payroll reports for federal and state filing (for review)
• Prepare data entry for monthly and quarterly accounting and financial statements and support year‑end compilation work
• Process and distribute 1099s at year end
• Research tax, payroll, and compliance questions to ensure accuracy with IRS, state, and federal rules
• Build and maintain professional client relationships with integrity and timely service
• Provide transactional support to the CAS (Client Accounting Services) team and help coordinate delivery of services
• Begin developing local marketing and networking contacts to support client expansion and cross‑sell services
• Complete other duties as assigned; maintain strict confidentiality of client and firm information

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To Qualify

• Bachelor’s degree in Accounting from an accredited university
• Preferred: Meets Montana State Board of Public Accountants requirements to be eligible to sit for the CPA exam
• Public accounting experience and/or internship experience preferred
• Candidate must successfully pass a background check

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Skills for Success

• Knowledge of common accounting concepts, practices, and procedures
• Strong Excel and general computer skills; attention to detail and excellent organizational ability
• Good written and oral communication skills
• Ability to work effectively as a team member under supervision
• Commitment to excellent, timely client service

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Compensation & Benefits

• Estimated salary: $66,296 per year (estimated)
• Competitive benefits package including medical, dental, and vision coverage
• Profit-sharing 401(k) plan with safe harbor contributions
• Paid time off including at least 10 vacation days, nine company-observed holidays, and 12 sick days
• Half-day Fridays from May through December to support work-life balance
• Coaching, feedback, and opportunities for skill development and career growth

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Location & Work Type

• On-site in Whitefish, MT — this role is not listed as remote
• Local candidates enjoy a short commute and access to outdoor activities available in the region
• Employment is subject to verification of eligibility to work in the U.S. and a successful background check

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About the Confidential Client

The confidential client is a regional accounting firm in the Accounting & Finance industry with a long track record serving individuals and businesses. The firm provides tax, audit, payroll, CAS, and advisory services across multiple locations and values continuous learning, professional growth, and strong client relationships.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.