Accounting Specialist

Elevated Advisory & Accounting•Kalispell, MT

38d•$23 - $26•Hybrid

About The Position

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, innovation, and real relationships, you’ll feel right at home here. This role is not for someone who simply completes assigned tasks and waits for direction. It’s for someone who manages themselves as well as they manage their work. Is Self-Led & Forward-Moving You don’t wait to be told what to do. If something feels unclear, incomplete, or inefficient, you move it forward. You ask thoughtful questions, propose solutions, and follow through until it’s resolved. You manage your time and priorities intentionally, without needing constant oversight. Is Comfortable with Ambiguity Accounting requires precision — but it’s not always black and white. Client situations evolve. Information can be incomplete. Priorities shift. You stay calm, think critically, and make sound decisions even when the path isn’t perfectly defined. Takes Ownership of Outcomes You don’t just “do the work.” You own the result. You close loops. You communicate proactively. You take responsibility for your client portfolio, your deadlines, and your workflow — ensuring things move forward without reminders. Communicates Exceptionally You build trust through clarity and consistency. Clients and teammates always know where things stand. You anticipate questions before they’re asked and keep stakeholders informed. Is Growth-Oriented You want a career, not just a job. You welcome feedback. You refine your systems. You actively pursue development and enjoy improving your craft. Manages Multiple Priorities Without Dropping Details You can balance competing deadlines while maintaining precision and professionalism. You know how to prioritize what matters most and structure your day to meet expectations.

Requirements

2+ years of payroll and bookkeeping experience (public accounting preferred)
Proficiency in QuickBooks Online
Strong understanding of payroll processing, deductions, commissions, and tax filings
Experience with bank, credit card, and loan reconciliations
Thorough understanding of payroll laws and IRS compliance requirements
Experience with Google Workspace

Responsibilities

Drive Client Financial Success
Manage a portfolio of clients and take responsibility for the accuracy, timeliness, and quality of their financial information.
Prepare accurate monthly financial reports
Process payroll with precision and compliance
Reconcile accounts and resolve discrepancies
Communicate proactive updates and identify issues early
Maintain strong, trust-based client relationships
Deliver Technical Excellence
Enter and reconcile transactions accurately
Collect and process payroll data, calculate deductions, and submit required filings
Prepare clear, reliable financial statements for decision-making
Maintain compliance with GAAP and payroll tax regulations
Support special projects and firm initiatives as needed

Benefits

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 toward your mobile phone expenses
A Place to Grow
Mentorship from our growth-focused CEO
Clear career advancement pathways
Professional development opportunities
Exposure to a wide variety of industries and business models
Culture That Makes Work Fun
Convenient downtown Kalispell location
Hybrid or in-office flexibility after the designated training period
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