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Accountant II - Client Advisory Services

United States, Missoula · Job Posted March 04, 2026
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Job Description

In this position, you are responsible for the client’s payroll and financial reporting needs. Duties include processing payroll, preparing quarterly and annual payroll reports, accounting services, preparation of financial statements, and other accounting projects for a variety of clients.

Job Responsibility

  • Performs detailed payroll functions for clients according to deadlines
  • Completes data entry for monthly and quarterly accounting and financial statements
  • Completes and maintains complex general ledgers and financial reports
  • Complies with IRS, state and federal tax requirements, wage and hour
  • Prepares compilation reports for year-end
  • May assist clients with off-site or office location bank reconciliations, payroll, A/R and A/P
  • Builds relationships with clients
  • Attends training and keeps up to date with industry changes
  • Helps coordinate the delivery of services with other CAS/APP staff
  • Assists senior staff in various accounting projects
  • Provides back up for other accounting staff
  • Begins to develop marketing contacts for new clients
  • Performs other duties, responsibilities and activities as assigned

Requirements

  • Advanced knowledge of Microsoft Excel, QuickBooks Desktop, QuickBooks Online, and AI-related tools
  • Strong organizational and time management skills
  • Two (2) years of accounting experience
  • Two (2) years of payroll processing experience
  • Two (2) years of financial statement preparation, preferred
  • Proficiency in applying applicable accounting and payroll standards
  • Proficiency with technology, AI tools and research
  • Ability to problem-solve and think critically
  • Attention to detail, time management, and organizational skills
  • Embraces teamwork with and between service lines
  • Growth mindset (both internally and client-focused)
  • Candidate must successfully pass a background check

Nice to have

Two (2) years of financial statement preparation

What we offer

  • Medical, dental, vision and other offerings
  • Profit-sharing 401(k) plan with safe harbor contributions
  • A minimum of 10 vacation days, nine company-observed holidays, 12 sick days, and half-day Fridays starting in May
  • Support, coaching, and feedback from co-workers and managers
  • Opportunities to develop new skills and advance your career
  • The freedom to work in a way that lets you balance life outside of work
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