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.

Responsibilities:

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.

Must-Haves

• 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 with multiple income sources, investments, and business interests.
• Experience advising small-business owners on tax strategies and compliance requirements.
• Proven ability to lead, delegate, coach, and hold team members accountable.
• Strong technical tax research, analytical, and problem-solving skills.
• Excellent client-facing communication and relationship management skills.
• Ability to make sound decisions independently and manage competing priorities.
• Experience with QuickBooks, professional tax software, and accounting workflows.

Preferred

• 7+ years of public accounting tax experience.
• Previous experience leading a tax or accounting practice.
• Experience managing staffing, pricing, profitability, client retention, and business growth.
• Background expanding tax advisory or proactive planning services.
• Experience collaborating with financial advisors or retirement planning professionals.
• Demonstrated success developing and retaining high-performing accounting teams.
• Strong business development and client relationship management experience.
• Experience improving practice workflows, capacity planning, and operational efficiency.
• Interest in long-term practice leadership and potential ownership opportunities.

Compensation & Benefits

• Base Salary: $120,000–$145,000, depending on experience and leadership background.
• Annual performance bonus opportunity.
• SIMPLE IRA retirement plan with employer match.
• Health care reimbursement plan.
• Paid time off.
• Firm-paid continuing education and CPA professional development.
• Seasonal scheduling flexibility, including potential remote work and a four-day summer schedule.
• Potential performance-based profit-sharing arrangement.
• Potential long-term ownership opportunity based on sustained performance and agreed terms.
• Direct access to ownership and significant influence over practice strategy and growth.

Location & Schedule

• Primary Location: Middletown, Ohio.
• Secondary Location: Loveland, Ohio, approximately 20% of working time.
• Schedule: Seasonal flexibility based on client needs, team coverage, and performance expectations.

Opportunity Highlights

• Established practice with opportunities for continued growth.
• Direct partnership with ownership and operations leadership.
• High level of autonomy and influence over practice decisions.
• Opportunity to expand proactive tax planning and advisory services.
• Potential consideration for a President-level leadership role for candidates with proven practice management experience.
• Long-term profit-sharing and potential ownership opportunities.

If you're ready to take the next step in your career and want to make an impact, partner with trak group to explore this opportunity.