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Advisory Associate Jobs in Montana (NOW HIRING)

Wipfli Advisory LLC

Tax Manager

Billings, MT · Hybrid

$106K - $160K/yr

Wipfli cares about our associates and offers a variety of benefits to support their well-being ... Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an ...

Wipfli Advisory LLC

Tax Manager

Kalispell, MT · Hybrid

$106K - $160K/yr

Wipfli cares about our associates and offers a variety of benefits to support their well-being ... Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an ...

Wipfli Advisory LLC

Tax Manager

Helena, MT · Hybrid

$106K - $160K/yr

Wipfli cares about our associates and offers a variety of benefits to support their well-being ... Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an ...

Wipfli Advisory LLC

Tax Manager

Missoula, MT · Hybrid

$106K - $160K/yr

Wipfli cares about our associates and offers a variety of benefits to support their well-being ... Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an ...

Wipfli Advisory LLC

Tax Manager

Bozeman, MT · Hybrid

$106K - $160K/yr

Wipfli cares about our associates and offers a variety of benefits to support their well-being ... Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an ...

Wipfli Advisory LLC

Tax Manager

Bozeman, MT · Hybrid

$106K - $160K/yr

Wipfli cares about our associates and offers a variety of benefits to support their well-being ... Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

Wipfli Advisory LLC

Tax Manager

Bozeman, MT · On-site

$106K - $160K/yr

Wipfli cares about our associates and offers a variety of benefits to support their well-being ... Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

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All JobsAdvisory Associate JobsAdvisory Associate Jobs in Montana

Advisory Associate information

See Montana salary details

$35.3K

$66.9K

$134K

How much do advisory associate jobs pay per year?

As of Aug 11, 2026, the average yearly pay for advisory associate in Montana is $66,861.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,900.00 and $65,600.00 per year, depending on experience, location, and employer.

What is an advisory associate?

Advisory Associates are entry- or mid-level professionals who work in consulting or advisory divisions of firms, such as accounting or consulting companies. They assist senior consultants and managers in analyzing business problems, developing recommendations, and implementing solutions for clients. Their work often includes conducting research, preparing reports, analyzing data, and supporting client meetings. Advisory Associates play a crucial role in helping organizations improve processes, manage risks, and achieve strategic goals.

What skills and qualifications are needed to thrive as an advisory associate?

To thrive as an Advisory Associate, you typically need a bachelor’s degree in business, finance, accounting, or a related field, along with strong analytical and problem-solving skills. Familiarity with data analysis tools like Excel, Power BI, and ERP systems, as well as certifications such as CPA or CFA, can be highly valuable. Excellent communication, teamwork, and client management skills set standout professionals apart in this collaborative and client-facing environment. These competencies are crucial for delivering insightful recommendations, managing multiple projects, and building lasting client relationships.

What are common challenges advisory associates face when managing multiple client projects simultaneously?

Advisory Associates often juggle several client projects at once, which can present challenges in time management, prioritization, and maintaining high-quality work across diverse industries. Balancing competing deadlines and adapting to shifting client needs requires strong organizational skills and proactive communication. Many firms support associates with mentorship, regular check-ins, and clear project management tools to help navigate these demands, while encouraging continuous learning to handle complex client issues effectively.

What is the difference between Advisory Associate vs Financial Analyst?

AspectAdvisory AssociateFinancial Analyst
Required CredentialsBachelor's degree, relevant certifications (e.g., CFA, CFP)Bachelor's degree, often CFA or related certifications
Work EnvironmentClient-facing, consulting, financial advisory firmsCorporate finance, investment banks, or asset management
Employer & Industry UsageFinancial advisory, wealth management, consultingFinance, banking, investment firms
Common Search & ComparisonYesYes

Advisory Associates typically work in client-facing roles within financial advisory or consulting firms, focusing on providing strategic advice. Financial Analysts often work in corporate finance or investment settings, analyzing data to support investment decisions. While both roles require similar credentials and industry knowledge, their work environments and client interaction levels differ.

What are popular job titles related to Advisory Associate jobs in Montana? For Advisory Associate jobs in Montana, the most frequently searched job titles are:
What job categories do people searching Advisory Associate jobs in Montana look for? The top searched job categories for Advisory Associate jobs in Montana are:
What cities in Montana are hiring for Advisory Associate jobs? Cities in Montana with the most Advisory Associate job openings:
Advisory Associate jobs near you
Infographic showing various Advisory Associate job openings in Montana as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 2% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $66,861 per year, or $32.1 per hour.

Manager, Accounting Advisory - Construction Industry Clients

Wipfli Advisory LLC

Billings, MT • On-site, Remote

$103K - $140K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 9 days ago

Job description

Overview
At Wipfli, people count
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
Wipfli's Accounting Advisory practice is seeking a Manager with strong construction accounting expertise to provide controller-level advisory and lead key client engagements. In this role, you will serve as the primary point of contact for construction clients, delivering accurate financial reporting, reviewing work-in-progress schedules, and offering strategic guidance to improve processes, internal controls, and operational efficiency. You'll partner closely with client accounting teams and CFOs, bringing a perceptive, solutions-focused approach to help strengthen financial performance. Rooted in the Wipfli Way, this opportunity allows you to lead a remote team, mentor staff, and make a meaningful impact within a collaborative, people-first culture.
This position can be worked remotely anywhere in the US!
Responsibilities
Responsibilities:
  • Review financial reporting packages and work papers for quality, completeness, and timely delivery.
  • Prepare and analyze benchmarking data and key performance indicators to support client insights.
  • Present completed reporting packages and findings to clients as directed.
  • Assist in preparing budgets, forecasts, and cash flow models in alignment with client engagement terms.
  • Provide technical accounting support to clients and their teams on complex issues.
  • Identify operational inefficiencies through client discovery sessions and recommend actionable improvements.
  • Lead and coordinate the efforts of US and offshore engagement team members, ensuring high-quality deliverables, efficient workflow management, and a consistent client experience.
  • Lead and coach staff and senior accountants, providing guidance on accounting and financial reporting matters.

Knowledge, Skills and Abilities
Qualifications:
  • Bachelor's degree in Accounting, Finance, or Business.
  • 4-6 years of experience in public or private accounting.
  • 3+ years managing associates and/or teams.
  • Professional certification (e.g., CPA, CMA) preferred.
  • Working knowledge of job costing, WIP schedules, retainage, and change orders
  • Understanding of project based cash flow dynamics, including timing differences between billing, collections, and costs
  • Comfort partnering with owners, project managers, and external advisors in a fast paced, deadline driven environment
  • Exposure to multi state operations, sales/use tax, and contractor specific compliance considerations
  • Proficiency in financial reporting and analysis.
  • Strong planning, prioritization, and organizational skills.
  • Strong project management and relationship-building skills, with a client-first mindset.
  • Excellent written, verbal, and presentation skills.
  • Preferred proficiency in industry accounting software, e.g., QuickBooks Online, Foundation, Procore, and a demonstrated ability to embrace new technologies.
  • Demonstrated ability to influence others, promote constructive change, and develop team members.
  • Ability to travel up to 10%

Christine Villicana from Wipfli's recruiting team will be guiding you through this process. Visit her LinkedIn Page to connect!
#LI-REMOTE
#LI-CV1
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $103,000 to $140,000 with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

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