Senior Tax & Accounting Advisor

Senior Tax & Accounting Advisor Setting/

Hours:

100% In-Office | 8-5 Join trak group in partnering with a growing client in Middletown, Ohio that’s expanding its Shared Services team. Website Summary Trak group is partnering with a growing tax, accounting, and payroll firm seeking an experienced Senior Tax & Accounting Advisor to lead an established practice and drive continued growth. This highly visible leadership opportunity combines technical tax expertise, client advisory, team development, and practice management, with direct access to ownership and meaningful influence over the firm’s future.

The ideal candidate is an active CPA with strong public accounting experience, expertise in complex individual and business taxation, and a proven ability to lead teams and build lasting client relationships. This role offers the opportunity to expand proactive tax planning services, improve practice performance, and collaborate with financial planning professionals. Candidates with demonstrated practice leadership experience may be considered for a President-level appointment.

Tax Advisory & Client Relationships Serve as a senior tax advisor to individuals, families, and small-business owners. Provide proactive tax planning and strategic guidance for clients with complex financial situations. Advise clients with multiple income sources, investments, and business interests. Develop and maintain strong, long-term client relationships. Collaborate with financial planning professionals to align tax strategies with broader financial and retirement goals.

Communicate complex tax matters clearly and provide practical recommendations.

Technical Tax & Accounting Oversight Oversee tax preparation, accounting engagements, and overall technical quality. Prepare and review complex individual, partnership, S corporation, and business tax returns. Resolve complex tax questions and ensure compliance with applicable regulations. Establish standards for accuracy, quality, and timely completion of client engagements. Monitor engagement deadlines, workloads, and deliverables. Identify opportunities to strengthen tax planning and advisory services.

Team Leadership & Development Lead, mentor, and develop an established team of tax and accounting professionals. Establish priorities, delegate assignments, and manage workloads. Hold team members accountable for quality, deadlines, and client service. Provide coaching, technical guidance, and constructive performance feedback. Evaluate staffing needs and support professional development. Foster a collaborative, accountable, and high-performing team environment.

Practice Management & Growth Partner directly with ownership to guide practice strategy and performance. Oversee client retention, service quality, profitability, and sustainable growth. Evaluate pricing, staffing capacity, workflows, and service offerings. Support business development and convert qualified prospects into long-term clients. Expand proactive tax planning and advisory services for individuals and businesses. Collaborate with operations leadership to improve efficiency and client communication.

Identify opportunities to strengthen processes, develop staff, and improve overall practice performance.

• Active CPA license required.
• 5+ years of recent public accounting experience focused on tax.
• 2+ years of experience supervising staff and reviewing tax returns.
• Direct responsibility for managing team workloads, deadlines, and client relationships.
• Strong expertise in complex individual tax returns and proactive tax planning.
• Experience with partnership, S corporation, and small-business tax preparation, planning, and compliance.
• Ability to advise high-complexity individual clients…