What are the responsibilities and job description for the Accounting Specialist position at Elevated Advisory & Accounting?
Accounting Specialist
Location: Kalispell, MT (Hybrid/In-Office Option Available)
Employment Type: Full-Time, Hourly, Non-Exempt
Compensation: $22-$26 per hour (DOE)
Join a Different Kind of Accounting Firm
At Elevated Advisory & Accounting, we're building something special - a place where ambitious accountants can grow their careers while maintaining a great life outside of work. We combine the challenge of meaningful client work with a fun, supportive culture and a genuine commitment to growth and collaboration. We pride ourselves on meeting our clients where they are, and rising higher together.
Our Ideal Accounting Specialist
You Are:
- A Proactive Problem-Solver: You identify challenges early, take ownership, and develop solutions before they become serious issues.
- An Exceptional Communicator: You deliver clear, actionable updates and build strong, trust-based relationships with both clients and team members.
- Results-Driven: You take complete responsibility for client relationships and projects, ensuring timely delivery and the highest quality standards.
- Growth-Oriented: You actively pursue your professional development and stay current with industry changes and accounting best practices.
- Adaptable: You excel in fast-paced environments, maintaining composure and effectiveness when priorities shift unexpectedly.
- Meticulously Organized: You successfully manage multiple competing tasks while ensuring precision and accuracy in all your work.
- Client-Focused: You anticipate client needs, consistently deliver exceptional service, and cultivate lasting professional relationships.
Your Impact:
Drive Client Financial Success
- You’ll own the client experience from start to finish, communicating regularly with clients to address their needs, provide proactive updates, and ensure their satisfaction.
- Manage a diverse portfolio of clients, preparing accurate monthly financial reports
- Process payroll with precision, ensuring compliance with federal and state regulations
- Resolve discrepancies promptly to maintain financial accuracy and client confidence
Deliver Technical Excellence
- Enter and reconcile transactions with meticulous attention to detail
- Collect and process timesheets, calculating deductions and taxes correctly
- Prepare comprehensive monthly financial reports for decision-making
- Maintain compliance with all applicable tax regulations and requirements
- Assist with specialized accounting tasks to support client and firm objectives
- You’ll assist with other accounting-related tasks as needed, contributing to the overall success of the team and firm.
Required Skills & Experience
- 2 years of payroll and bookkeeping experience in public accounting
- QuickBooks Online & QuickBooks Desktop: Proficient in using both to manage client books, including general ledger entries, accounts payable/receivable, and financial statement preparation.
- Payroll Processing: Experience handling payroll, including calculating deductions, commissions, taxes, and submitting payroll tax forms on time.
- Bank Reconciliation: Skilled in reconciling bank and credit card statements regularly to ensure financial accuracy.
- Data Entry & Accuracy: Strong attention to detail with the ability to ensure all financial records are accurate, complete, and compliant with accounting standards (GAAP).
- Payroll & Tax Compliance: Thorough understanding of payroll laws, tax regulations, and IRS compliance requirements.
- Software Platforms: Experience with MS Office and G-Suite
What We Offer:
Competitive Benefits
- 7 Paid Holidays
- After 3 months of employment:
- Accrual rate of .027 hours PTO per pay period (semi-monthly) totaling 7 days/year
- Simple IRA with 3% employer match
- Professional certification support
- Health insurance with 50% premium coverage
A Place to Grow
- Personal mentorship from our growth-focused CEO
- Clear career advancement pathways
- Regular leadership training
- Professional development opportunities
- Skill development programs
Modern Work Environment
- Prime downtown Kalispell location
- Choice of hybrid or in-office work after training period
- Full remote work setup provided
- Latest technology and tools
- Ergonomic workspaces
- Collaborative meeting areas
Culture That Makes Work Fun
- Fully stocked kitchen with snacks and beverages
- Team events and celebrations
- Casual dress code
- Dog-friendly office
- Summer hours program
Work-Life Balance
- Ability to set your own schedule within reason (after training period)
- Respect for personal time
- Team lunch events
- Birthday celebrations
- Holiday gatherings
Our Values in Action
- Integrity: Always honest and genuine in everything we do.
- Transparency: Building trust through clear, proactive communication.
- Adaptability: Embracing change and taking initiative with new challenges.
- Authenticity: Staying true to ourselves and our values.
- Dedication: Committed to excellence through proactive problem-solving.
The Elevated Difference
This isn't just another accounting job. Here, you'll find a supportive environment where you can develop your leadership skills, make a real impact for clients, and enjoy coming to work. Our modern approach combines professional growth with personal wellbeing, creating a place where ambitious accountants can thrive.
You'll work with a team that genuinely enjoys being together, led by a CEO who's passionate about developing people. Whether you're collaborating in our well-equipped downtown office or working remotely, you'll have everything you need to succeed - from top-tier technology to unlimited snacks.
Ready to Join Us?
If you're looking for a role where you can grow your career while maintaining a great life outside of work, we'd love to meet you. Come be part of a team that's redefining what an accounting firm can be.
Salary : $22 - $26