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
Department
Accounting Department
Employment Type
Full-Time
Minimum Experience
Mid-level
Compensation
$24-$26 DOE
