Senior Tax & Accounting Advisor

We are seeking an experienced tax and accounting professional to help lead and grow a small, client-focused firm. This is an opportunity for the right person to step into a meaningful leadership role, shape the future of the firm, and potentially move toward a partnership or ownership-track position. The ideal candidate understands small business owners, closely held companies, and entrepreneurs, and can meet directly with clients to provide practical guidance and direct staff.

About the Firm

We combine tax, accounting, payroll, and financial advisory services to help clients make better decisions, not just report past results. We work best with growth-oriented business owners and individuals who value expertise, proactive planning, and long-term relationships. Our mission is to create meaningful outcomes for clients through excellent advice, responsive service, and a culture of continuous improvement.

Responsibilities

• Apply core accounting skills to enhance the monthly close process, including writing adjusting journal entries.
• Handle Sch C to S Corp transitions, fixed assets, lower of cost or FMV, and proof of cash.
• Work with QBO & QBD, financial statement analysis, chart of accounts setup, and KPIs/key ratios per industry.
• Develop client relationships by meeting with small business owners and individuals to understand their tax, accounting, bookkeeping, payroll, and advisory needs.
• Serve as a trusted advisor to closely held businesses and entrepreneurial clients.
• Identify areas for internal enhancement and improve systems, checklists, staff training, client communication, and workflow.
• Review and supervise bookkeeping, payroll, sales tax, financial statement, and income tax work prepared by staff.
• Assist in developing firm policies, client service standards, and future growth plans.
• Provide tax planning and advisory guidance on business structure, entity compliance, reasonable compensation, owner distributions, and related issues.
• Prepare and review individual, corporate, S corporation, partnership, and trust tax returns (1040s, 1065s, 1120-S, 1120s, 1041s, 990s).

Requirements

• Four-year degree in accounting, business, or related field.
• Intermediate to advanced technical knowledge of individual and business taxation.
• Strong communication skills with business owners and staff.
• Practical understanding of entrepreneurs and closely held businesses.
• High level of integrity, discretion, and professional judgment.
• Experience with bookkeeping software, tax software, payroll systems, sales tax, and small business compliance.
• Minimum of 3 years of accounting experience.

Preferred Qualifications

• CPA license preferred, especially with Michigan and/or Ohio licensing.
• Experience with QuickBooks, Drake Tax, and Patriot Software.
• Background in a small tax or accounting firm.
• Prior management or client advisory experience.
• Ability to review and direct the work of others.

Ideal Candidate

The successful candidate will want influence, responsibility, and the ability to shape their own future. They should be comfortable in a small firm where relationships matter, clients expect practical answers, and staff need clear direction. This role suits a technically strong, business-minded professional who is steady under pressure and interested in building something meaningful over time.

Benefits

• 401(k)
• 401(k) matching
• Opportunities for advancement
• Paid time off

Work Location: In person

Education: Bachelor's (Required)

Application Question: Are you comfortable working for a faith-based company?