Senior Business Advisor

Mason, OH

Work Type: Hybrid.

Company Overview

Fiducial, was founded in France in 1970 to become the leader, and established in the US market in 1999. Our comprehensive offerings include business counseling, bookkeeping, payroll management, tax preparation, and tax advisory services—all tailored to empower small businesses and individuals across the United States. With a vast network of over 20,000 professionals spanning the globe, Fiducial Expertise brings international expertise to the table, spanning diverse industries. Our mission? To support entrepreneurs in their business journey, providing the essential financial infrastructure that allows them to focus on what truly matters: serving customers and driving business growth.

Position Overview

The Senior Business Advisor is a financial professional who leads a team focusing on bookkeeping, tax preparation, and business consulting . Additionally, this role acts as a tax resource by completing the tax planning with their clients in addition to completing tax preparation and review for high-level tax returns. The Senior Business Advisor provides coaching and support for their team through effectively managing the talent and performance review process through partnership with the Deputy DFO. The Senior Business Advisor builds relationships with clients by providing a high level of expertise and customer service. The Senior Business Advisor role will also collaborate with other departments to ensure Fiducial Expertise meets all of the client’s business needs.

Desired Skills/Experience/Attributes

Our ideal candidate? An accomplished Certified Public Accountant (CPA) with a flair for management , a keen eye for accounting and tax law intricacies , and an ability to nurture client relationships . From mastering spreadsheets to navigating complex software, our Senior Business Advisor thrives in the digital realm.

ü Experience and Training: 10 years in accounting/tax with an accounting degree and Certified Public Accountant (CPA), or an equivalent combination of education and experience.

ü Client Management: The successful candidate should have a proven ability to manage client accounts, plan strategically, and effectively direct staff work.

ü Tech-Savvy: Comfort with computers and general technology is essential in this role.

ü Problem-Solving Skills: A track record of solving practical problems and navigating situations with limited standardization is highly valued.

ü Excel Proficiency: Advanced experience with Microsoft Office (Excel) is highly desired.

ü Software Knowledge: Strong working knowledge of QuickBooks (QB) and CCH is advantageous.

Essential functions:

§ Is willing to learn and follow processes, including performing production tasks regularly.

§ Has a history of building strong and consistent relationships with clients and colleagues with a great sense of customer service.

§ Has a leader’s presence with an unrivaled ability to work with peers, staff, and senior management collaboratively in a team-oriented environment.

§ Understanding of all full cycle accounting processes including but not limited to communication with governing agencies, financial statement mastery, annual closeout review, high-level payroll knowledge, all-entity tax preparation and knowledge and client onboarding experience, interviewing/hiring/coaching staff, annual tax planning, C-Corp to S-Corp conversion, Accrual to Cash basis conversion, buy/sell transaction knowledge.

§ Has strong written and verbal communication skills.

§ Has exceptional organization and time management skills and is sensitive to practice management.

§ Is a detail-oriented leader and individual contributor with the ability to “think outside the box”.

§ Possesses an unquestionable level of integrity and respects quality assurance requirements.

Education, Certificates, Licenses, Registrations

§ Bachelor’s Degree in Accounting or Finance (BS/BA degree or equivalent/measurable experience).

• An Active CPA License is required by the start date.
• Minimum successful 10 years experience working directly with clients.