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Swanson Agency
Senior Tax Professional (EA/CPA) — Prep, Resolution & Review
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What they do
A Tax Specialist is responsible for documenting all stages of the accounting cycle in order to prepare Federal, State and local tax returns. Will review data prior to preparing the returns, prepare and file returns and will also provide background documentation in case of an audit.
$84,275 / year median in Montana
-4% projected decline
Job Description
About us Swanson Agency is a Montana-owned, multi-generational firm serving individuals, small businesses, and farms since 1933. From our offices in Whitefish and Pendroy, we pair Montana straight talk with a modern, tech-forward approach to tax and accounting. The role We're hiring an experienced, credentialed tax professional who can carry prep volume, run resolution work independently, and support review. This is a year-round, permanent seat — not a seasonal prep job. You'll step into an established client book and carry real responsibility from day one. What you'll own Return prep — the core of the role. Individual, business, farm, trust, and entity returns, including the complex ones where judgment matters. IRS and state resolution, handled independently — notices, penalty abatement, POAs, and exams. If you're comfortable owning resolution cases end to end, you'll be valued here. Review — supporting review of staff-prepared returns. Mentoring staff preparers as the team grows. A clear growth path into tax advisory and planning as that service line expands. What we're looking for Active EA or CPA — required. 4-7+ years in tax, with hands-on prep and resolution experience. Detail-oriented to the core — this role rewards people who catch what others miss. Genuinely tech-forward. We run a modern stack — cloud tax software, QuickBooks Online, and custom internal workflow tools — and we want someone who adopts and improves digital tools, not someone who merely tolerates them. Strong technical knowledge, clean organization, and a client-first instinct. Drake Tax and Canopy Tax experience a plus. Compensation & benefits