Senior Accountant

Job Description

Senior Accountant

Setting/Hours: Hybrid - Flexible Remote | 8-5
Join trak group in partnering with a growing client in Cincinnati, Ohio that’s expanding its Shared Services team. 

Position Summary

We are seeking a Senior Accountant to play a foundational role in a growing accounting and advisory firm focused on tax preparation and fractional CFO services. This position will serve as the primary advisor for a portfolio of small- to mid-sized business clients, providing both tax compliance and strategic financial guidance. Working directly with the firm's founders, this individual will help build internal processes, shape client service offerings, and contribute to the long-term growth of the firm. This role offers a clear path toward firm leadership and future partner-track opportunities.

Key Responsibilities

Client Accounting & Tax Services

• Manage a portfolio of business clients as the primary point of contact for tax and advisory engagements.

• Prepare and review complex individual, partnership, S-Corporation, and C-Corporation tax returns.

• Manage multi-entity, pass-through, and multi-state tax compliance engagements.

• Prepare quarterly estimated tax calculations, payroll tax filings, and other tax-related compliance requirements.

• Ensure all engagements comply with IRS regulations, Circular 230 standards, and firm quality procedures.

Fractional CFO & Advisory Services

• Lead monthly and quarterly close processes, reconciliations, and financial statement preparation for client engagements.

• Develop financial models, KPI dashboards, and executive-level reporting packages.

• Prepare cash flow forecasts, budgets, and scenario analyses to support business decision-making.

• Identify tax planning opportunities and provide strategic financial recommendations to business owners and executive leadership.

• Translate financial information into actionable business insights for clients.

Firm Operations & Process Development

• Partner with the founders to develop firm processes, service offerings, pricing strategies, and technology solutions.

• Help establish scalable workflows, quality standards, and document management procedures.

• Manage client deadlines and ensure timely completion of deliverables.

• Support technology implementation and continuous process improvement initiatives.

Leadership & Growth

• Build trusted relationships with clients through exceptional service and proactive communication.

• Mentor and support future accounting staff as the firm expands.

• Contribute to firm growth initiatives and help shape company culture.

• Participate in strategic planning and long-term business development efforts.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field required.

• Master's degree in Taxation, Accounting, or an MBA is a plus.

• CPA license required (or near completion for exceptional candidates).

• 5–8+ years of progressive experience in public accounting, tax, outsourced accounting, controller, or fractional CFO services.

• Strong experience preparing complex business and individual tax returns.

• Experience advising small business owners and executive leadership.

• Proficiency with QuickBooks Online required.

• Experience with financial modeling, budgeting, forecasting, and KPI reporting.

• Knowledge of multi-state tax compliance, payroll taxes, and pass-through entities.

• Strong understanding of GAAP and tax regulations.

• Excellent analytical, communication, and client relationship management skills.

• Entrepreneurial mindset with a passion for helping build and grow a business.

Ideal Candidate Profile

• Experienced accounting professional who enjoys balancing technical tax work with strategic business advisory services.

• Trusted advisor capable of communicating financial concepts clearly to business owners and executives.

• Entrepreneurial self-starter excited by the opportunity to build systems, influence firm strategy, and grow alongside the organization.

• Client-focused professional committed to delivering exceptional service and developing long-term relationships.

• Collaborative leader with aspirations to grow into senior leadership or partner-level responsibilities.

Why Join This Opportunity

• Join a firm at its earliest stages and play a key role in shaping its future.

• Work directly with experienced founders and successful business leaders.

• Build meaningful client relationships through both tax and strategic CFO advisory services.

• Clear path toward leadership and potential partner-track opportunities.

• Flexible work environment with competitive compensation and performance-based incentive 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.