Tax & Accounting Manager
Holdbrook CPA — Billings, MT On-site initially, transitioning to hybrid/remote · Full-time · Base $95k–$125k + performance share that grows with your book (path past $200k)
We value you for what you bring, not the hours you log.
Holdbrook CPA is a growing firm built on a simple idea: we reward our people for the judgment, expertise, and results they bring — not the hours they log. If you've spent your career being measured by billable hours instead of the impact of your work, this is a different kind of firm.
We're looking for a Tax & Accounting Manager — a high-capability manager who wants real ownership and a clear path to leadership. Someone who can step in and run with meaningful responsibility from day one, and grow into leading a team as we scale.
The opportunity
This is a high-ownership role across tax, advisory, and the full accounting cycle, with the support and systems to do it well. You'll work directly with the firm's owner and have real room to grow — into managing engagements, mentoring a team, and helping shape how we practice as the firm scales.
What you'll own
- Prepare and review individual, business, trust, and estate tax returns
- Own the full accounting cycle for business clients — transactions, payroll, reconciliations, month-end close, and financial statements, primarily in QuickBooks Online
- Lead client relationships and deliver proactive, year-round tax planning and advisory
- Put AI and modern tools to work — improving how we do the work, not just doing it the old way faster
- Research technical issues and translate them into clear, actionable guidance
- As we grow: manage engagements, review others' work, and mentor junior staff
Where this role goes
We're hiring the person, not just filling a chair. You'll start hands-on, owning the work directly — and as the firm expands, the role grows into building and leading a team, with responsibility, influence, and compensation that grow accordingly.
What you bring
- CPA license (or actively pursuing) strongly preferred
- 5+ years of public accounting across tax and the full accounting cycle
- Deep, current knowledge of federal and Montana state tax; comfort with complex returns
- Hands-on across the full cycle — bookkeeping, payroll, close, and financial statements — with fluency in QuickBooks Online
- A genuine willingness to learn and real enthusiasm for using AI to work smarter
- Comfort with a modern stack; we run Lacerte, QuickBooks Online, Ignition, and Karbon
- Sharp judgment, an ownership mentality, and clear communication — you can explain the complicated simply
Compensation & benefits
- Base $95,000–$125,000 depending on experience, plus a performance share that grows with the book of client work you manage — total pay grows as you do, with a clear path past $200,000 as you move toward senior management
- A firm-wide profit-sharing pool that rewards tenure, teamwork, and mentoring others — we grow together, not at each other's expense
- Health, dental, and vision insurance
- Retirement plan
- A clear growth path into firm leadership
- On-site initially to build alignment; transitions to hybrid/remote based on performance and role needs
Location & flexibility
This role is on-site in Billings, MT initially, so we can build alignment and shared standards. It transitions to hybrid/remote based on performance and role needs — real flexibility, offered as it's earned rather than dangled.
How to apply
Send your resume and a short note about why this role fits you. Tell us about a client problem you solved that you're proud of — we care more about how you think than how your cover letter reads.
Pay: $110,000.00 - $150,000.00 per year
Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Experience:
- Tax accounting: 5 years (Preferred)
Work Location: In person
