Now Hiring - Fiducial - Management And Consulting CPA / Branch Manager - NEW!! in Cincinnati, OH

Full description of the position

Company Overview

Fiducial is a major provider of financial services (Business Counseling, Bookkeeping, Payroll, Tax, and Advisory Services) to small businesses and their owners. Fiducial was founded in France in 1970 and became one of the top financial services providers in Europe, before entering the US market in 1999. Fiducial generates a consolidated revenue of over $1.83 billion in 2021 across 1,200+ agencies run by a team of 19,600 professionals globally. Fiducial has built a wealth of global expertise and knowledge in a variety of industries to serve its clients. Fiducial’s branch offices are set up to serve as a local contact, providing a small firm feel to our clients while maintaining its robust back-office support of a large global firm. As a trusted advisor to entrepreneurs, Fiducial provides the financial back-office infrastructure to clients, allowing them to focus on what they do best; serving their customers and growing their business.

Position Overview

Fiducial is looking for an accomplished CPA with experience in complex tax services and accounting to join the team at a respected global accounting firm as Accounting & Tax Principal and be mentored by the Regional Manager/Interim Accounting & Tax Principal. As the Accounting & Tax Principal, you will lead the day-to-day operations and developments of our office, and work closely with the location’s team to review financial statements from our accounting services, review/prepare individual and business taxes returns, and provide consulting services to our clients on various aspects of their business affairs.

The CPA/Branch Manager is responsible for all branch activities, including but not limited to:

• Managing the office’s business operations through day-to-day leadership
• Providing/developing product lines and value-added services to clients
• Tax (individual, trust, and business)
• Payroll
• Business Consulting
• Accounting and Financial Reporting
• Additional Financial Services
• Oversee the hiring of qualified accounting professionals to join the team
• Lead business development to grow and develop a robust client base
• Provide timely reporting to senior leadership
• Provide exceptional levels of customer service to clients
• Technical leadership for business and technical advisement to client base
• Work with the Regional Manager to generate an annual budget and business plan for the branch office
• Will be accountable for branch P&L

This opening is an exciting opportunity for an experienced CPA looking to transition from a large organization (big four) to a leadership position at a local office with a “small firm feel” but a large established firm’s back-office support.

Desired Skills/Experience/Attributes

• 10+ years of accounting experience in a public accounting environment or an equivalent combination of education and experience (master’s in accounting or tax + experience)
• 10+ years of tax preparation experience (corporate, individual, and partnership)
• 5+ years of proven experience growing and managing a team
• Proven ability to solve practical problems and deal with a variety of complex situations where limited standardization exists
• Proven ability to handle a high-volume workload at a high level of efficiency, including:
• Monitoring production and payroll processing
• Answering technical processing and accounting questions
• Client reporting
• Proven business development experience with a record of generating new revenue
• High proficiency in accounting and office software applications

The ideal candidate for this position:

• Has a natural leader’s presence with an unrivaled ability to work with peers (10+) and senior management collaboratively in a team-oriented environment
• Has an entrepreneurial drive
• Has strong verbal and written communication skills
• Has exceptional organizational and time management skills
• Is a detail-oriented leader who can serve as an individual contributor and “think outside the box”
• Possesses an unquestionable level of integrity and respects quality assurance requirements
• Has a history of building relationships with clients and colleagues
• Is committed to fostering and maintaining Fiducial’s service culture

Education, Certificates, Licenses, and Registrations

• Active Professional License/Certification – CPA Required (OH, KY, IN)
• Bachelor’s Degree in Accounting, Finance, or Tax
• Active PTIN required upon hiring

Fiducial Employee Benefits

At Fiducial we value our employees and offer our employees a broad range of benefits that include:

• Bonus Potential
• Medical, dental, and vision insurance
• Short-Term and Long-Term Disability
• Generous PTO
• Life Insurance
• 401K with employer contributions
• Flexible Spending Accounts
• Continuing education reimbursement
• Discount Programs
• Opportunity to relocate

Job Type: Full-time

Pay: $67,415.72 - $182,467.47 per year

Benefits:

• 401(k)
• Dental insurance
• Disability insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Experience level:

• 7 years

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Cincinnati, OH 45249: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Tax experience: 5 years (Preferred)

License/Certification:

• CPA (Preferred)

Work Location: Hybrid remote in Cincinnati, OH 45249