Financial Tax Expert Lead

1 week ago


Inverness, Montana, United States Campbell & Company, Wealth Advisors, and Certified Public Accountants Full time

We are seeking a highly skilled and experienced Financial Tax Expert Lead to join our team at Campbell & Company, Wealth Advisors, and Certified Public Accountants. Our company has been celebrating 3 decades in business, dedicated to helping our clients achieve their financial goals through expert planning and service.

About Us

Campbell & Company is a dynamic Wealth Management & CPA Firm committed to excellence and integrity in financial services. We provide a comprehensive benefits package, including a 401k plan with company match, life insurance, long-term and short-term disability insurance, paid holidays, paid time off, and health insurance reimbursement.

Job Description

The ideal candidate will have a Bachelor's degree in Accounting or Finance (Master's degree preferred) and a minimum of 5 years of experience as a Tax Accountant, with a focus on corporate taxation. The successful candidate will have strong knowledge of federal, state, and local tax laws and regulations, proficiency in tax preparation software, particularly UltraTax, and experience with QuickBooks.

The key responsibilities of this role include:

  • Tax Preparation and Review: Lead the preparation and review of complex federal, state, and local tax returns for individuals, corporations, partnerships, and trusts.
  • Strategic Financial Oversight: Take charge of the preparation, review, and high-level planning of financial statements, ensuring alignment with clients' long-term goals.
  • Staff Mentorship and Support: Provide guidance and mentorship to staff accountants, assisting them in finalizing financial statements.
  • Proactive Tax Planning: Engage in forward-thinking tax planning strategies and recommendations that go beyond the basics.
  • Client Collaboration and Advisory: Build and nurture strong relationships with clients, providing insightful advice and serving as their go-to resource for all tax and financial planning matters.

The salary range for this position is $85,000 - $110,000 per year, depending on experience, location, and qualifications. If you are a motivated and experienced Financial Tax Expert Lead looking for a challenging and rewarding opportunity, please apply.


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