Senior Manager – Advisory & Tax Services

Hamilton, MT - USA

Monthly Salary: Not Disclosed

Posted on: 6 hours ago

Vacancies: 1 Vacancy

Job Summary

Senior Manager Advisory & Tax Services

Location: Hamilton OH
Employment Type: Full-Time
Salary Range: $140000 $180000
Vendor fee-$2800

Position Overview

This is not a traditional Senior Manager role. The position is designed for a CPA who wants to lead advise and consult directly with clients rather than focus on internal management administrative tasks or compliance-only work. The role gives clear authority over client relationships allowing the professional to deliver real-time advisory impact and exercise professional judgment independently.

Senior Managers in this role serve as the primary advisor for a portfolio of business clients leading conversations identifying opportunities and ensuring that tax compliance and advisory needs are fully addressed. The position offers autonomy leadership and the ability to influence client outcomes at a level many firms reserve for partners.

Key Responsibilities

Lead recurring and strategic client meetings including monthly financial reviews and business planning discussions
Serve as the primary advisor answering tax and accounting questions as they arise
Connect tax implications to real business decisions not as an afterthought
Identify risks issues and opportunities across tax compliance and advisory services
Coordinate with internal delivery teams to ensure execution and follow-through
Know when to involve specialists-without defaulting to deferral

Who Thrives in This Role

CPA with a strong tax and accounting foundation
Comfortable being the face of the firm in client conversations
Confident in real-time decision-making and professional judgment
Genuinely enjoys client interaction and relationship-building
Able to balance depth of technical analysis with actionable recommendations

What This Role Is Not

A compliance-only reviewer
A pure strategist without technical depth
A meeting facilitator who defers core technical questions

Why This Role Is Compelling:
This position offers partner-level autonomy and client authority without requiring years to reach formal partnership. It is ideal for CPAs who want to focus on advisory impact strategic client guidance and professional growth rather than internal politics or administrative overhead.

Senior Manager Advisory & Tax Services Location: Hamilton OH Employment Type: Full-Time Salary Range: $140000 $180000 Vendor fee-$2800 Position Overview This is not a traditional Senior Manager role. The position is designed for a CPA who wants to lead advise and consult directly with client...

Senior Manager Advisory & Tax Services

Location: Hamilton OH
Employment Type: Full-Time
Salary Range: $140000 $180000
Vendor fee-$2800

Position Overview

Key Responsibilities

Lead recurring and strategic client meetings including monthly financial reviews and business planning discussions
Serve as the primary advisor answering tax and accounting questions as they arise
Connect tax implications to real business decisions not as an afterthought
Identify risks issues and opportunities across tax compliance and advisory services
Coordinate with internal delivery teams to ensure execution and follow-through
Know when to involve specialists-without defaulting to deferral