Cornerstone Advisory Group is a third-generation, family-owned small business led by Matt Porter. We specialize in helping small business owners, retirees, and individuals unlock the power of tax-smart financial planning. Our in-house tax team works closely with our financial advisors to deliver a comprehensive, holistic approach to helping our clients manage their finances. From tax preparation and planning to bookkeeping and accounting, we integrate our tax expertise with financial planning to ensure that every aspect of the client’s financial journey is aligned with their long-term goals.

At Cornerstone Advisory Group, we are guided by our core values. We expect every team member to embody these principles:

• We Do the Rightest Thing
• We Go the Extra Mile
• We Have an Attitude of Gratitude and Humility
• We Cultivate Connections Through Communication
• We Grow by Serving Others

As a Staff Accountant at Cornerstone Advisory Group, you will deliver tax preparation, planning, and advisory services while building strong client relationships. This role includes business consulting and tax strategies to help clients reduce liabilities and achieve their financial goals. You’ll have opportunities to collaborate with both our tax and financial teams to provide holistic financial planning and proactive, forward-thinking strategies.

This is a dynamic role and the position includes but is not limited to the following:

• Prepare, review, and file federal, state, and local tax returns accurately and on time for individuals and businesses.
• Assist clients with tax planning to achieve their financial goals.
• Maintain and organize digital and physical financial records.
• Provide support and training to other accountants and team members as needed.
• Conduct bookkeeping and sales tax-related tasks.
• Assist in the preparation and analysis of financial statements.
• Stay informed on changes in tax laws and industry standards.
• Collaborate with Cornerstone Financial Advisors to refer clients who may benefit from financial advisory services.
• Maintain professional licenses with continuing education (CE).

Experience:

• Previous experience in public accounting, bookkeeping, or similar client-facing role
• Experience with tax preparation, tax planning, and financial advisory services
• Familiarity with financial statement preparation

Education: Bachelor’s degree in Accounting, Finance, or a related field required
Licensing: CPA or EA designations preferred (or actively working toward it)
Skills:

• Strong knowledge of accounting software and proficiency in MS Office.
  • QuickBooks and ProConnect experience a plus.
• Excellent attention to detail, analytical skills, and organizational abilities.
• Familiarity with tax laws, bookkeeping, and accounting practices.
• Ability to thrive in a fast-paced environment and adapt to change.
• Passion for delivering excellent client service and building long-term relationships.

Background: Must pass criminal and credit background checks.

Here’s why you’ll love it here:

Integrated Financial & Tax Expertise: Work where clients benefit from a comprehensive suite of services including financial planning, tax planning, business consulting, tax preparation, accounting, and bookkeeping.

Dedicated Team Approach: Collaborate with a talented group of professionals, including CFPs, CPAs, EAs, and client service associates, who each bring unique expertise to support our clients.

Regular Tax Season Hours: We value work-life balance. You have the option to work overtime during peak times, with time-and-a-half pay for extra hours (but it’s not required!). You’ll also get the day after tax season off to recharge!

Position Type: Full-time (40 hours per week)
Location: In-person, Pocatello, Idaho
Pay: Based on education & experience
Accounting Positions Available:

• Client Accounting Specialist
• Staff Accountant
• Senior Staff Accountant

Benefits:

• 401(k) with matching
• Dental and vision insurance
• Flexible spending account
• Paid time off
• Paid holidays
• Paid day off after tax season
• Paid birthday
• Paid parental leave
• Paid continuing education for licensing
• Professional development opportunities
• Kitchen stocked with snacks & drinks

Send your resume and cover letter to: clientservice@meetcornerstone.com.