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Trak GroupPosted 3 weeks ago

Senior Accountant

$31,200–$31,200 year

HybridCincinnati, Ohio, United States

Full TimeSenior LevelBachelors Degree

Job Summary

Manage a portfolio of business clients as the primary advisor for tax compliance and strategic financial guidance, preparing complex individual, partnership, S-Corp, and C-Corp tax returns while ensuring adherence to IRS regulations and Circular 230 standards. Lead monthly and quarterly close processes, develop financial models, KPI dashboards, and cash flow forecasts to support executive decision-making, and identify tax planning opportunities for small- to mid-sized clients. Partner with founders to build internal processes, establish scalable workflows, and implement technology solutions, while mentoring future staff and contributing to firm growth initiatives. This role offers a clear path toward partner-track leadership within a growing accounting and advisory firm focused on tax preparation and fractional CFO services.

Required Qualifications

  • Bachelor's degree in Accounting, Finance, or a related field
  • CPA license
  • 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
  • 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

Desired Qualifications

  • Master's degree in Taxation, Accounting, or an MBA

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