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trak group · Loveland, Ohio
Client Advisory and Tax Manager - 45 hour a week busy seasons
Tax Advisory & Client Relationships
Serve as a senior tax advisor to individuals, families, and small-business owners.
Provide proactive tax planning and strategic guidance for clients with complex financial situations.
Advise clients with multiple income sources, investments, and business interests.
Develop and maintain strong, long-term client relationships.
Collaborate with financial planning professionals to align tax strategies with broader financial and retirement goals.
Communicate complex tax matters clearly and provide practical recommendations.
Technical Tax & Accounting Oversight
Oversee tax preparation, accounting engagements, and overall technical quality.
Prepare and review complex individual, partnership, S corporation, and business tax returns.
Resolve complex tax questions and ensure compliance with applicable regulations.
Establish standards for accuracy, quality, and timely completion of client engagements.
Monitor engagement deadlines, workloads, and deliverables.
Identify opportunities to strengthen tax planning and advisory services.
Team Leadership & Development
Lead, mentor, and develop an established team of tax and accounting professionals.
Establish priorities, delegate assignments, and manage workloads.
Hold team members accountable for quality, deadlines, and client service.
Provide coaching, technical guidance, and constructive performance feedback.
Evaluate staffing needs and support professional development.
Foster a collaborative, accountable, and high-performing team environment.
Practice Management & Growth
Partner directly with ownership to guide practice strategy and performance.
Oversee client retention, service quality, profitability, and sustainable growth.
Evaluate pricing, staffing capacity, workflows, and service offerings.
Support business development and convert qualified prospects into long-term clients.
Expand proactive tax planning and advisory services for individuals and businesses.
Collaborate with operations leadership to improve efficiency and client communication.
Identify opportunities to strengthen processes, develop staff, and improve overall practice performance.
Must-Haves
Active CPA license required.
Direct responsibility for managing team workloads, deadlines, and client relationships.
Strong expertise in complex individual tax returns and proactive tax planning.
Experience with partnership, S corporation, and small-business tax preparation, planning, and compliance.
Ability to advise high-complexity individual clients with multiple income sources, investments, and business interests.
Experience advising small-business owners on tax strategies and compliance requirements.
Proven ability to lead, delegate, coach, and hold team members accountable.
Ability to make sound decisions independently and manage competing priorities.
Experience with QuickBooks, professional tax software, and accounting workflows.
Experience managing staffing, pricing, profitability, client retention, and business growth.
Background expanding tax advisory or proactive planning services.
Experience collaborating with financial advisors or retirement planning professionals.
Demonstrated success developing and retaining high-performing accounting teams.
Experience improving practice workflows, capacity planning, and operational efficiency.
Interest in long-term practice leadership and potential ownership opportunities.
Compensation &
Base Salary: $120,000–$145,000, depending on experience and leadership background.
SIMPLE IRA retirement plan with employer match.
Health care reimbursement plan.
Paid time off.
Seasonal scheduling flexibility, including potential remote work and a four-day summer schedule.
Potential performance-based profit-sharing arrangement.
Potential long-term ownership opportunity based on sustained performance and agreed terms.
Direct access to ownership and significant influence over practice strategy and growth.
Location & Schedule
Primary
Middletown, Ohio.
Secondary
Loveland, Ohio, approximately 20% of working time.
Schedule: Seasonal flexibility based on client needs, team coverage, and performance expectations.
Opportunity Highlights
Established practice with opportunities for continued growth.
Direct partnership with ownership and operations leadership.
High level of autonomy and influence over practice decisions.
Opportunity to expand proactive tax planning and advisory services.
Potential consideration for a President-level leadership role for candidates with proven practice management experience.
Long-term profit-sharing and potential ownership 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.
Details
| Company | trak group |
| Location | Loveland, Ohio |
| Type | FULL TIME |
| Niche | Business services and administration managers |
| Salary | $1,20,000 – $1,20,000 / yr |