Senior Manager / Client Lead - CPA (Advisory Role)
$140k - $180kSystem Soft
Senior Manager / Client Lead - CPA (Advisory Role)
- Salary Range: $140,000-$180,000
- Location: Hamilton, OH
- Work Model: On-Site
- Vendor fee- $3500
- Serve as the primary advisor and lead client relationships for a portfolio of business clients.
- Lead recurring and strategic client meetings, including monthly financial reviews and business planning discussions.
- Add Public Job DetailsProvide real-time guidance on tax and accounting matters during client conversations.
- Connect tax implications with broader business and operational decisions.
- Identify risks, compliance issues, and business opportunities for clients.
- Coordinate with internal teams to ensure accurate execution of tax, compliance, and advisory work.
- Use professional judgment to determine when to resolve issues directly and when to involve specialists.
- Ensure clients have a single point of leadership and accountability for their tax and advisory needs.
- Certified Public Accountant ( CPA ) with a strong foundation in tax and accounting.
- Proven experience advising business clients on tax and financial matters.
- Comfortable leading client conversations and representing the firm.
- Strong ability to think clearly and provide solutions in real-time discussions.
- Excellent client relationship management and communication skills.
- Ability to exercise sound professional judgment and provide proactive guidance.
- This role focuses heavily on client advisory and relationship leadership , rather than purely compliance or internal review work.
- The position provides partner-level client authority and autonomy , allowing the professional to lead client conversations and influence business decisions directly.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Manager / Client Lead - CPA (Advisory Role) in Hamilton, OH vacancy
- A top-tier accounting firm in Ohio seeks a dynamic CPA to serve as a Client Lead. This role focuses on consulting and advising rather than traditional... ...collaborative leadership environment and the aim to drive impactful advisory services. #J-18808-Ljbffr Kirsch CPA GroupSuggested
- A leading technology solutions provider is looking for a Project Manager/Senior Project Manager in Olde West Chester, OH. This hybrid role involves overseeing technology projects and maintaining client relationships. The ideal candidate has a Bachelor's degree, 3-5 years...Senior
- Creative Financial Staffing, LLC is seeking an experienced Senior Accountant in Blue Ash, OH. The role involves ownership of key financial processes, including monthly close activities and cost accounting management. The ideal candidate will have a Bachelor's degree in...SeniorFull time
$140k - $180k
...Senior Manager - Advisory & Tax Services Location: Hamilton, OH Employment Type:... ...not a traditional Senior Manager role . The position is designed for a CPA who wants to lead, advise, and consult directly with clients , rather than focus on internal management...SeniorFull timeTexas State Library and Archives Commision
Hamilton, OH4 days ago- ...an employee-owned accounting and advisory firm in Hamilton, OH, is seeking... ...Strategic Outsourced Controller / Client Accounting Services Manager. This leadership role involves providing strategic financial... .... Ideal candidates possess CPA certification and a Bachelor’s degree...SuggestedFlexible hours
$44.9k - $60.2k
...perform advanced operational and customer support duties. This onsite role requires an active Pharmacy Technician license and at least 1... ...designed to support your well-being. Responsibilities include managing workflow, ensuring smooth operations in dispensing zones, and...Senior- A leading engineering consulting firm located in Olde West Chester is seeking a Construction Materials Department Manager to oversee the testing operations. This role involves managing projects, leading a team, and ensuring compliance with safety and quality standards....Senior
- ...in Olde West Chester, Ohio, seeks a professional to support reliability strategies in biomanufacturing. The role includes developing maintenance plans, leading root cause analysis, and ensuring compliance with GMP standards. Candidates should have substantial experience...Senior
$71k - $100k
...00% employee‑owned CPA firm Grow your career... ...visible audit role with strong mentorship... ...with a diverse client base, including privately... ...accounting and advisory firm serving privately... ...Job Description Lead audit, review, and... ...Plan, coordinate, and manage multiple phases of...SeniorPermanent employmentFull timeWork at office$130k - $193.75k
...transfer in a cGMP environment. Candidates must possess extensive aseptic operations experience and strong leadership skills. The role includes managing technical support for tech transfer and ensuring compliance with standards. A competitive salary range of $130,000.00 - $19...Senior- A leading accounting firm in Ohio is seeking an Outsourced Controller to join their Business Advisory team. This role requires a CPA with 8+ years of experience who thrives on solving complex challenges... ...and collaborating directly with clients. The candidate will lead...
- A leading employee-owned CPA firm in Hamilton, Ohio is hiring an Audit Manager to oversee multiple audit and assurance engagements. The role involves strategic advising at the executive level, team leadership, and relationship management. Ideal candidates have 5-10 years...Remote jobFlexible hours
- ...Ohio is seeking a Sr Field Service Technician to ensure the successful installation and maintenance of advanced technologies. In this role, you will perform on-site installations and repairs, troubleshoot technical issues, and provide customer training. With a...Senior
- 80 Acres Farms in Hamilton, OH, is seeking a Lead Customer Service Manager to own service execution across a portfolio of customer accounts. You'll play a critical role, working closely with Account Managers and customers to improve service performance and build strong...Senior
- ...offerings. This is a high-impact, gemba-focused role designed to revolutionize aerospace... ...Responsibilities Strategic Execution: Lead the AI/ML product strategy across Unison,... ...Communicator: Confident interfacing with senior leadership and global teams to drive organizational...SeniorVisa sponsorshipWork visaRelocation package
GE Aerospace
West Chester, Butler County, OH1 day ago - ...looking for an experienced candidate for an audit role based in Hamilton, Ohio. The position involves leading client audits, managing engagements, and mentoring junior staff.... ...accounting and a bachelor’s degree in accounting. A CPA is preferred, with strong attention to detail...SeniorFlexible hours
- ...flexibility, and growth at Kirsch CPA Group. We are a dynamic... ...while preserving our client-focused culture. Be the... ...Client Success As a Tax Manager with Kirsch CPA Group,... ...the traditional tax role, with opportunities to:... ...unparalleled client service. Lead the development and...Summer workSeasonal workLocal areaWork from homeFlexible hours
$97k - $114k
...Description Audit Manager Location: Hamilton... ...accounting, audit, and advisory services. Employees... ...: Work with clients across multiple industries... ...Place to Work” Role Overview We are... ...experienced Audit Manager to lead and grow our audit... ...and SMEs ~ CPA certification...Full timeRemote workFlexible hoursGD Resources
Hamilton, OH7 days ago- Standex International in Fairfield, Ohio, is seeking a Customer Care Manager to lead and optimize customer care operations, ensuring consistent and high-quality customer experiences. The role requires overseeing teams, managing performance metrics, and working cross-functionally...Senior
- An employee-owned CPA firm based in Hamilton, Ohio is seeking a Senior Audit Associate. This full-time role offers the chance to lead audit engagements while building strong client relationships. Candidates should have at least 2 years of public accounting audit experience...SeniorFull time
- Senior Audit Associate | Own Your Career, Own Your Future Are you a CPA with 2-5 years of public accounting experience... ...preserving our client-focused culture. Your Role: Senior Audit... ...and Employee-Owner Lead audit, review, and... ...detail and ability to manage multiple client engagements...SeniorSummer workWork at officeWork from homeFlexible hours
$70k - $85k
Senior Accountant Blue Ash, OH Full-time | Onsite Salary: $70,000 -... ...and corporate reporting. This role is ideal for a proactive accounting... .... Key Responsibilities Lead monthly close activities, including... ...statement preparation Manage cost accounting, inventory analysis...SeniorFull time$83k - $130k
System One is seeking a Tax Accountant in Hamilton, NJ. This on-site role involves preparing complex federal and multi-state tax returns and supervising staff. A Bachelor's degree and 5+ years of tax preparation experience are required, with proficiency in NJ and PA returns...SeniorFlexible hours- ...where your career can flourish! As a Senior Tax Accountant, you'll not only work with clients but also have a stake in the firm'... ...a robust retirement plan, this role offers more than just a paycheck.... ...this is the perfect opportunity for you. #J-18808-Ljbffr Kirsch CPA GroupSenior
$119k - $158k
...and Services business. As a Senior Product Cost Estimator, you will play a highly visible role in shaping competitive, compliant... ..., supply chain, and program management , while building deep expertise... ...cost-based decision support Lead process improvement and simplification...SeniorContract workRemote workGE Aerospace
West Chester, Butler County, OH5 days ago$131k - $174k
...Job Description Summary Combined role with responsibility for assigned ERP... ...enterprise architecture standards. Lead, coach, and develop database teams to... ...with vendors, service providers, and senior leaders to select and manage database hardware, software, and services...SeniorPermanent employmentContract workFor contractorsRemote workVisa sponsorshipWork visaRelocation packageWeekend workGE Aerospace
West Chester, Butler County, OH1 day ago- Senior Tax Accountant | Sr. Analyst: Own Your Career, Own Your Future Are you a CPA with 2-4 years of public accounting experience looking to become more than... ...you help create while preserving our client-focused culture. Your Role: Senior Tax Accountant and Employee-Owner...SeniorSummer workWork from homeFlexible hours
$40k
...Department staff, particularly other Senior Level Staff, to enable timely... ...occur. Works with Finance Management and staff to develop and... ...the activities of the Finance Advisory Committee, as well as the... ...constructively as part of or leading a project team assigned by Finance...SeniorTemporary workPart timeWork experience placementWork at officeLocal area- This Is Not a Traditional Senior Manager Role Kirsch CPA Group is seeking a dynamic CPA who wants to consult, lead, and advise—not sit behind the... ...who thrives in client conversations, connects tax... ...their tax, compliance, and advisory needs are fully covered. This...Senior
- ...Join an Employee-Owned CPA Firm Are you ready to... ...in your career and lead with impact? Kirsch CPA Group is hiring a Manager to play a pivotal role in shaping our audit... ...teams, and deepening client partnerships. As an Audit... ...work with ongoing advisory relationships. Professional...Seasonal workRemote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Manager / Client Lead - CPA (Advisory Role). Be the first to apply!
Related searches
- senior performance engineer Hamilton, OH
- senior manager diversity & inclusion Hamilton, OH
- senior customer service Hamilton, OH
- senior manager m&a tax Hamilton, OH
- senior accountant remote Hamilton, OH
- senior level Hamilton, OH
- senior manager tax Hamilton, OH
- senior accountant manufacturing Hamilton, OH
- senior manager legal Hamilton, OH
- senior performance tester Hamilton, OH