We’re looking for people to join the team who are as excited as we are to help build brighter futures for our clients.  With a foundation that is based on relationships and not transactions, we encourage those with relevant educational and work experience to reach out to us today.

Open Positions

Click on an available position below for more information.



We are looking for CPAs

To apply, click below to send an email with your resume and cover letter.

Salary: $60k to $90k/year

Location: Kalispell, Montana or Cheyenne, Wyoming

These are not remote or hybrid positions

Duties and responsibilities:

  • Reconcile bank and other financial statements
  • Review personal, corporate, trust, and foundation tax returns
  • Process federal and state tax returns
  • Comply at all times with all federal and state regulations
  • Conduct tax interviews with clients via phone, email, and in-person
  • Ensure confidence in financial reporting & educate clients where necessary
  • Advise individuals regarding the tax code
  • Assist clients with strategic financial planning and forecasting
  • Ensure client files are organized and constantly updated
  • Contribute to tax team cooperation and education


  • CPA license in good standing
  • 3-5 years experience in private accounting
  • Computer skills including QuickBooks and Microsoft Office
  • Familiarity with small business, trust, and non-profit tax filings
  • Experience with Lacerte or similar software
  • Proven ability to communicate effectively with others

Must have:

  • Bachelor’s degree in accounting, finance, or related field
  • Eye for detail
  • Sense of humor
  • Pride in being a dependable team player


This is a great opportunity for someone who is tired of working for a large company but doesn't want the hassle of managing human resources, tech support, and sales. An ideal fit is someone who wants more creative involvement with both their clients and the company.

To apply, click below to send an email with your resume and cover letter.