Business Advisor | Cpa | Client Lead, Hamilton

Job Opportunity
Pay: $120,****** - $145,****** per year
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.
Benefits:
Dental insurance
Paid time off
Retirement plan
Vision insurance