Thank you for your interest in joining our growing team.

Below you will find our open job listings along with the description and other information.

If you are interested, please be sure to apply right away.

CPA'S

CPA

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
 

Apply Now!

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

Requirements:

  • 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.

Apply Now!

Administrative Assistant

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

$15 - $18 an hour
Full Time Permanent
8:30 am -4:30 pm Day Shift
Location: Kalispell, Montana
This is not a remote or hybrid position

The CFO Agency is a full service Accounting and Tax Services company. We have been in business in Kalispell MT for over 30 years and in 2022 we opened a second office in Cheyenne WY. We see this position as a key member on our team.

Here is what makes us different:

  • We are a small cohesive company where every team member matters.
  • We mainly work digitally with each other and our clients.
  • We offer flexible scheduling when needed so your life works too.
  • Bonuses are available.
  • We value education so if you love to learn we are a good fit.
  • Our clients are across the country so you will meet amazing people!

If you or someone you know might be a good fit, please consider us!

Duties and responsibilities:

  • Answer phones
  • Manage Sue's calendar
  • Manage Sue's email
  • Scheduling
  • Travel arrangements for Sue
  • Entity Management
  • Create and Manage Folder system in Office
  • Shredding
  • Ordering Office Supplies
  • Customer Service - build relationships, navigate Canopy (client interface portal), answer questions
  • Onboarding new clients support
  • Manage the mail
  • Manage trademark
  • Blogs Calendar
  • Coordinate Website Maintenance and online subscriptions
  • Manage Time Off Requests
  • Celebrations for Birthdays, Anniversaries
  • Client Acknowledgement gifts
  • Annual Retreat Planning and Coordination

Qualities:

  • Accounting Firm Experience a plus
  • Confidentiality understood
  • Proactive with work flow
  • Discerning and not afraid to make a decision
  • Critical thinker not afraid to ask questions
  • Co-Creator with team
  • Integrity
  • Responsible
  • Welcoming
  • Organized

Benefits

  • PTO
  • Flex Time
  • Savings Plan