Role: Senior Manager / Client Lead – CPA (Advisory Role)
Location: Hamilton, OH

Role Type: Full time


Mandatory Skills and Experience:

Primary Responsibilities:

Serve as the primary advisor and lead client relationships for a portfolio of business

clients.

Lead recurring and strategic client meetings, including monthly financial reviews and

business planning discussions.

Provide real-time guidance on tax and accounting matters during client conversations.

Connect tax implications with broader business and operational decisions.

Identify risks, compliance issues, and business opportunities for clients.

Coordinate with internal teams to ensure accurate execution of tax, compliance, and

advisory work.

Use professional judgment to determine when to resolve issues directly and when to

involve specialists.

E...