Position narrative: The Tax Director is a player/coach for the firm responsible for setting and delivering services that will result in client retention and referrals. The incumbent will manage an existing client pool primarily located in the Kalispell area and position themselves as the tax subject matter expert by continually self-investing in their knowledge and application. The tax function will benefit from their leadership, guidance, and concentration on client satisfaction.

The incumbent will be expected to report to the Kalispell office in order to support the local clients. Relocation assistance may be available. 

There is a potential partnership opportunity. This is a full-time position with paid vacation, holidays, flexible work schedule, ICHRA offering, 401K with company match, and ½ Fridays off paid during the summer months. You’ll be joining a team that cares about its employees and clients.

Since opening our doors in 1972, every client has mattered at DTBCPA. To back up that claim, we’ve remained focused on our mission to provide premium services to our clients by advising, listening, understanding today’s business needs, and offering solutions as well as guidance for success as a proud member of the American Institute of Certified Public Accountants. 

Our team does everything possible to fortify client positions and improve client opportunities, whether they are new to our firm or have been part of the family for generations. To ensure a focus on that future, we put people first. That includes those who work at DTBCPA as well as our client’s employees. With integrity, excellence, and a people-first mantra, we will always do what is right for you, your company, the people who rely on you, and those who take the financial risks to make it happen.

Responsibilities:

Execute client taxation strategies, reporting, filing, and best practices at a level that promotes an ever-increasing organizational reputation for excellence.

Deliver strategic guidance and governance for the firm’s tax practice with focus on definable and repeatable processes, tools, and procedures.

Develop strong internal relationships through the development of staff. Promote a culture of learning and continuous improvement. Be able to manage staff and work in a team environment.

This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described. 

Minimum Qualifications:

Degree in Accounting, Finance, or related field

10 years of public accounting

Current CPA license

Proven success in prior work experience with the ability to self-manage & prioritize assignments and client interface.