Take the lead in shaping client strategies in a dynamic role where your expertise and vision will make a tangible difference. Join a progressive, employee-owned CPA firm, offering a platform to propel growth and earn a share in the success you create. As a strategic consultant, you will be the main point of contact for key business clients, providing them with timely and insightful advice that influences their decision-making processes. This opportunity demands someone who excels in leading client engagements and enjoys the challenge of crafting strategic advisory solutions. This role is ideal for someone based in Hamilton, OH, with opportunities for flexible working arrangements as deemed appropriate.
Our firm prides itself on delivering insightful advisory services and empowering privately held businesses to achieve clarity and long-term success. As a member of our team, you’ll leverage your expertise in tax and accounting to facilitate impactful business conversations.
Key responsibilities include:
- Acting as the primary relationship manager for a diverse array of business clients
- Orchestrating comprehensive client meetings and strategic planning sessions
- Responding to complex tax and accounting questions with authority and precision
- Linking tax-related decisions with overall business strategies
- Identifying and addressing risks and opportunities to bolster compliance and advisory outcomes
- Leading collaborative efforts with internal teams to drive client satisfaction and success
- Nurturing deep, trust-based client relationships while maintaining clear accountability
- Steering firm growth through exceptional client advisory service and nurturing long-term relationships
Qualifications:
- Active CPA accreditation is mandatory
- Expertise in tax and accounting principles is essential
- Previous experience in public accounting is an advantage
- Proven capability to lead and manage client interactions with assurance and tact
- Strong instant problem-solving and judgment skills
- Passionate about fostering client relationships and contributing to their success
- Experience advising private businesses is highly desirable
- Experience in leadership, business development, or on a partner track is advantageous
Join us in a rewarding and leadership-focused environment where your ability to navigate and nurture client relationships can flourish. This is more than a position; it's a place to grow and make an impact, aligned with a forward-thinking, employee-empowered organization dedicated to trust and accountability.