Details for 20839303.pdf

Stack Financial Management
Whitefish - Montana
Operations Accountant
Nationally renowned financial firm –named one of America’s
“Top 100 Independent Financial Advisors”– is looking for an accounting
professional to join our exceptional team. The position offers a challenging
and rewarding career opportunity to the right individual with the ability to
excel in a fast-paced and dynamic environment.
This individual will be responsible for the accounting duties of our three
related-party businesses, including producing monthly financial statements
and forecasts, account reconciliations, and transaction processing (e.g.,
A/P, journal entries, disbursements). The role will interact with all company
personnel, third party service providers and vendors, and regulatory bodies.


• • Independent, organized, detail-oriented, and able to prioritize and
manage diverse responsibilities in a fast-paced environment

• • Excellent written and oral communication skills
• • Proficient in Microsoft Office, specifically Excel, with ability to learn
other software applications – experience in QuickBooks preferred

• • Familiarity with common regulatory requirements and compliance

processes, including business registration, workers compensation,
and tax filings and payments

• • Possesses strong analytical and technical skills (i.e., S Corp, payroll,
ERISA/DOL, etc.)

• • Bachelor’s degree in Accounting or Finance required, with a CPA

• • Minimum 8-10 years accounting and finance experience, with
background in Public Accounting – tax experience preferred

Starting Salary: $80,000+ DOE with competitive benefit package and
generous 401k Profit Sharing retirement plan (up to 25%).
Qualified candidates send cover letter and resume to:
Stack Financial Management
2472 Birch Glen, Ste A
Whitefish, MT 59937
- Non-smoking environment All inquiries will remain confidential


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