Lead Accounting Specialist

Lead Accounting Specialist

Location: Kalispell, MT (Hybrid/In-Office Option Available)
Employment Type: Full-Time, Hourly, Non-Exempt
Compensation: $24-$26 per hour (DOE) 

We're A Different Kind of Accounting Firm

At Elevated Advisory & Accounting, we’re not a transactional, box-checking firm. We take a concierge-style, human-first approach — meaning we don’t just process numbers, we understand the businesses behind them. We’re outcome-oriented, proactive, and always looking for smarter, more innovative ways to deliver real value. We meet our clients where they are and help them rise higher — with clarity, strategy, and confidence.

That same mindset shapes our internal culture. We collaborate. We communicate clearly. We take ownership. And we expect each team member to think critically, move work forward, and care about the impact they’re making.

If you want to build a meaningful career at a firm that values initiative, leadership, and real relationships, you’ll feel right at home here.

Who Thrives Here

This role is not for someone who simply completes assigned tasks.

It’s for someone who leads work, people, and outcomes.

Is Self-Led & Leads Others Forward

You don’t wait for direction—and you don’t let others get stuck either. You identify gaps, move work forward, and help guide team members through challenges. You bring clarity, structure, and momentum to your team.

Is Comfortable with Ambiguity & Decision-Making

You’re confident making informed decisions in gray areas. You don’t escalate everything—you assess, decide, and communicate. You know when to involve leadership and when to take ownership.

Takes Ownership of Outcomes (Team Client)

You own not only your work, but the success of your team’s client portfolios. You ensure deadlines are met, quality is high, and nothing falls through the cracks.

Communicates Exceptionally

You set the standard for communication—internally and externally. You ensure clients feel supported and your team stays aligned, informed, and accountable.

Is Growth-Oriented (Personally & For Others)

You want to grow—and you actively help others do the same. You coach, mentor, and support Accounting Specialists in building their skills and confidence.

Balances Leadership with Execution

You can zoom out to lead and zoom in to execute. You’re not above the work—you step in when needed and ensure everything gets across the finish line.

Your Impact

Lead Client Financial Success

You will oversee a portfolio of clients while supporting and guiding team members responsible for day-to-day execution.

• Review monthly financial reports for accuracy and completeness
• Ensure payroll is processed accurately and on time
• Oversee reconciliations and resolution of discrepancies
• Step in on complex client situations or escalations
• Maintain and strengthen high-level client relationships

You ensure clients receive a consistent, high-quality experience—regardless of who is executing the work.

Lead & Support the Accounting Team

• Serve as a go-to resource for Accounting Specialists
• Review work and provide feedback to ensure quality and consistency
• Help troubleshoot issues and remove blockers
• Support onboarding and training of new team members
• Reinforce processes, workflows, and expectations

You are a stabilizer, problem-solver, and force multiplier for the team.

Drive Operational Excellence

• Identify inefficiencies and improve workflows
• Ensure adherence to internal processes (including client communication and engagement standards)
• Support initiatives like repricing, client transitions, and system improvements
• Help maintain consistency across client portfolios

You don’t just work in the system—you help improve it.

Required Skills & Experience

• 4 years of payroll and bookkeeping experience (public accounting preferred)
• Proven ability to review work and ensure quality control
• Strong proficiency in QuickBooks Online
• Deep understanding of payroll processing, tax filings, and compliance
• Experience with complex reconciliations and troubleshooting discrepancies
• Strong communication and leadership skills
• Experience mentoring or supporting team members preferred
• Experience with Google Workspace

What Success Looks Like Here

• Your clients are consistently accurate, on time, and well-supported
• Your team feels supported, guided, and confident in their work
• You proactively solve problems before they escalate
• You improve systems, not just complete tasks
• You step into leadership naturally and effectively
• You elevate the performance of those around you

What We Offer

Competitive Benefits

• 7 Paid Holidays (including your birthday!)
• PTO accrual after 3 months of employment
• Simple IRA with up to 3% employer match
• Professional certification support & performance bonuses
• Traditional Group Health Insurance with 50% premium coverage (employee-only)
• Revive Wellness Benefit (100% employer-paid): Telehealth primary care, access to up to 1,000 covered medications, and personalized health management support — no copays, no deductibles, zero out-of-pocket cost
• Monthly Phone Reimbursement: $35/month

A Place to Grow

• Direct exposure to leadership and strategic decision-making
• Clear pathway into higher-level advisory or leadership roles
• Opportunities to influence systems, processes, and team structure
• Continued professional development

This role is a bridge between execution and leadership—with significant opportunity to grow.

Culture That Makes Work Fun

• Convenient downtown Kalispell location
• Hybrid or in-office flexibility after training
• Full remote work setup provided
• Flexible scheduling within reason
• Fully stocked kitchen with snacks and beverages
• Team events and celebrations
• Comfortable and elevated casual dress code

We’re collaborative, supportive, and genuinely enjoy working together.

Ready to Join Us?

This is a hybrid role based in Kalispell, MT. Applicants outside the area will be automatically declined unless your cover letter clearly states you are relocating. At this time, we do not cover relocation expenses.

How to Apply

Submit your resume and a cover letter answering:

• Why Elevated stands out to you and how you see yourself contributing to our culture
• Your experience reviewing work and supporting or leading a team
• A time you improved a process or stepped into a leadership role — and the outcome

Salary : $24 - $26