Accounting Specialist

Elevated Advisory & Accounting•Kalispell, MT

56d•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.

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

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.
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

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
Mentorship from our growth-focused CEO
Clear career advancement pathways
Professional development opportunities
Exposure to a wide variety of industries and business models
Growth and leadership opportunities expand with consistent ownership and initiative.
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