Business Advisor | CPA | Client Lead

Why This Is a Great Opportunity

• 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.

JPC-947

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