Business Advisor | CPA | Client Lead

• Step into a high-impact advisory role where you lead client relationships instead of sitting behind the scenes
• Join a 100% employee-owned CPA firm where you can help drive growth and directly share in the value created
• Serve as a trusted advisor to business clients and influence real decisions in real time
• Enjoy meaningful autonomy, visible client leadership, and the ability to make a genuine impact
• Be part of a forward-looking firm with the infrastructure, support, and vision to elevate advisory work

Location: Hamilton, Ohio. This opportunity is best suited for a local candidate and offers a strong in‑office presence with flexibility as appropriate.

Note: To be considered, you must be a CPA with a strong tax and accounting foundation, excellent client‑facing communication skills, and the ability to lead business conversations confidently in real time. We are seeking candidates with permanent U.S. work authorization.

About Us

We are a growth‑minded, employee‑owned public accounting and advisory firm that helps privately held businesses gain clarity, make better decisions, and build long‑term value. Our team combines strong technical expertise with a proactive, relationship‑driven advisory approach. Confidential Employer.

Job Description

• Serve as the primary advisor and relationship lead for a portfolio of business clients
• Lead recurring client meetings, financial reviews, and strategic business planning discussions
• Answer tax and accounting questions in real time with confidence and sound judgment
• Connect tax implications to broader business and operational decisions
• Identify risks, issues, and opportunities across tax, compliance, and advisory work
• Coordinate with internal delivery teams to ensure execution, follow‑through, and client confidence
• Build strong, trusted client relationships and serve as a clear point of accountability
• Know when to involve specialists while still maintaining leadership of the client relationship
• Help drive firm growth through strong advisory work, client retention, and relationship expansion

Qualifications

• Active CPA required
• Strong tax and accounting foundation required
• Strong public accounting background preferred
• Must be comfortable leading client conversations and serving as the face of the relationship
• Strong professional judgment and ability to think clearly in real time
• Must genuinely enjoy client interaction and relationship‑building
• Advisory experience with privately held businesses strongly preferred
• Leadership, business development, or partner‑track experience is a plus

Why You Will Love Working Here

This is a rare opportunity to move beyond a traditional compliance role and take real ownership of client relationships. You will have the chance to lead meaningful conversations, deliver advisory value, and grow within a collaborative employee‑owned firm that values trust, accountability, and impact.

Benefits

• Paid time off
• Vision insurance