CURRENT CLIENT OPENINGS

Below are open positions we are currently recruiting for with various companies:

  • TAX DIRECTOR – Cincinnati
    • Wealth Management Firm with over $1.5B in client assets
    • Named one of the Best Places to Work for Financial Advisors by Investment News (top 5 in the nation)
    • Named as a Best Place to Work by Cincinnati Business Courier (4 years in a row) 
    • Current director is transitioning over the next year into a broader leadership role in the firm. Current director will train and mentor the new director during this transition period
    • 6 tax advisors that report up to Director
    • Excellent compensation and benefits package
    • Outside of the 10-week busy season the tax dept works 4 day/weeks
    • Seeking CPA w/ 6 – 8+ years’ relevant tax experience

  • CONTROLLER – Cincinnati
    • Manufacturing company
    • Multiple products & services
    • Serve a variety of industries
    • $100M+ revenues
    • Will have 5+ direct reports
    • Public accounting experience a plus
    • Manufacturing experience a plus, but not required
    • Ability to be creative

  • ACCOUNTING MANAGER – Cincinnati or Remotely
    • Rapidly growing CPA & Advisory firm
    • Remote, Flex,  & Reduced Schedules available
    • CPA w/ 5 – 7 years professional exp (preferably at least 3 years in public accounting)
    • Partner potential
    • Business consulting and client interfacing
    • Preparation and review of financial statements
    • Individual and business tax returns 
    • Will supervise two accountants

  • SENIOR MANAGER – Cincinnati North or Remotely
    • CPA firm specializing in serving Churches and Non-profits throughout the nation
    • Position can be full time or reduced schedule/flex schedule
    • Remote work optional
    • Must have Compilation & Review experience
    • Controllership experience and exposure to non-profit clients preferred
    • Tax exposure a plus
    • Relaxed, positive, flexible, and team-oriented culture
    • Little to no travel involved
 
  • TAX MANAGER – Cincinnati
    • Independent, employee-owned wealth management firm
    • CPA required
    • Provide clients with comprehensive financial planning and investment management, with a focus on tax planning throughout the year
    • Prep and/or review of complex High Net Worth individual tax returns
    • Provide tax expertise and assistance to clients year-round
    • Training, oversight, and mentoring provided by a seasoned tax director
 
  • ACCOUNTING MANAGER – Cincinnati East
    • Small, growing CPA firm servicing small businesses
    • Seeking CPA or EA with 5+ years experience
    • Will manage a team of 1 – 5 employees
    • Bookkeeping and Accounting
    • Financial Statement review and prep
    • Tax planning and prep
    • Consulting with small business owners
    • Partner / Ownership potential
 
  • SENIOR TAX MANAGER OR DIRECTOR (W/ OWNERSHIP POTENTIAL) – Cincinnati
    • Professional Services
    • CPA w/ 8+ years’ tax experience
    • International Tax experience, preferably w/ Expatriate and Foreign National exposure
    • Seeking an experienced Tax Leader to succeed the firm owner in a few years

  • TAX MANAGER – Dayton
    • Regional CPA firm
    • CPA required
    • 5+ years tax experience
    • Experienced in reviewing Federal and State tax returns for Individuals, S & C Corporations, and Partnerships
    • Partner potential

  • TAX MANAGER – Cincinnati
    • Commercial Real Estate Developer
    • CPA
    • 5+ years’ relevant tax experience
    • Excellent Growth Potential
 
  • TAX SENIOR – Cincinnati
    • Small Regional CPA firm
    • 3+ years’ public accounting experience
    • Participate in client engagements from the beginning to completion - including planning, executing, interacting with the client, and completing tax projects
    • Prepare returns for S Corporations, Partnerships, Trusts, and individuals
    • Tax research and consultation
    • Fridays off during Summer months
    • Recognized as one of the ‘Best Accounting Firms to Work for’ and as a ‘Top Workplace’
 
  • AUDIT SENIOR – Northern Kentucky
    • Regional CPA and Advisory firm
    • A ‘Top Workplace’ and ‘Best Places to Work’ finalist
    • Seeking a CPA or working towards a CPA
    • 2+ years’ relevant work experience
    • Outstanding growth potential 

  • WEALTH ADVISOR – Cincinnati
    • Wealth Management firm
    • 2021 Top Workplace – Cincinnati Enquirer
    • 2020 RIA 50 Fastest Growing Firms – Financial Advisor Magazine
    • Maintain existing client relationships with high-net-worth individuals & families
    • Provide top quality service and manage client investments
    • Bachelor’s Degree in Finance or related field
    • CFA and/or CFP designation is preferred
    • 10+ years of relevant, client-facing experience

  • SENIOR PAYROLL SPECIALIST – Cincinnati
    • Large Publicly traded Insurance company
    • Excellent growth potential
    • Minimum 7 years’ experience with in-house payroll for large corporation
    • ADP tax processing experience for multiple companies, states and localities
    • Strong knowledge of payroll software and payroll processing to test software updates
    • Accounting knowledge to accurately process payroll transactions
    • The ability to work independently and proactively
    • Strong attention to detail and confident decision-making skills
    • Proficient in Microsoft Excel
    • Certified Payroll Professional designation or Fundamental Payroll Certification preferred
    • Knowledge of PeopleSoft HR preferred
 
  • OFFICE MANAGER – Cincinnati
    • 20 – 30 hours per week
    • Can work Remotely most of the time, if desired
    • Up to $35 per hour
    • Employee status (not contractor)
    • Proficiency in Excel, Word, PowerPoint, and Outlook; preferably some QuickBooks experience
    • Will answer some of the firm’s incoming phone calls remotely or let them go into voice mail for later follow up
    • Help arrange conference calls and in office meetings
    • Interface with property manager and IT support firm
    • Manage vendors and pay bills
    • Make bank deposits via scanning technology

  • PORTFOLIO REPORTING ANALYST – Cincinnati
    • Wealth Management firm
    • 2021 Top Workplace – Cincinnati Enquirer
    • 2020 RIA 50 Fastest Growing Firms – Financial Advisor Magazine
    • Provides opportunities to partner across areas of the firm to develop solutions and best practices to improve the client experience
    • Will be heavily engaged in setting best practices for the use of technology in client reporting and will provide the opportunity to help design new processes for client reporting
    • Will engage with advisors to build custom presentations and enhance standardized materials supporting the wealth management process
    • Provides support for other departments gaining cross functional knowledge of financial planning, investment research, marketing, and other crucial building blocks of wealth management
    • Provides the opportunity to develop knowledge of client portfolios and wealth management strategies
    • Provides a springboard for future growth within the firm
    • Some work experience in the wealth management/investment advisory industry is preferred (internships and classroom work included)
    • Proficiency working on PC platforms
    • Advance level PowerPoint skills, proficiency in other Microsoft Office applications (Excel, Word, Outlook) and Adobe Acrobat

  • TAX ADMINISTRATOR – Cincinnati (Full Time or Part Time)
    • Wealth Management Firm with over $1.5B in client assets
    • Named one of the Best Places to Work for Financial Advisors by Investment News (top 5 in the nation)
    • Named as a Best Place to Work by Cincinnati Business Courier (4 years in a row) 
    • Interact with clients via phone, email, and mail in a professional & friendly manner
    • Receiving, organizing, scanning tax documents
    • Processing and delivery of tax returns to clients
    • E‐filing client tax returns, including e‐signature processing
    • Assist tax team with setting appointments and distribution of client communications
    • Leverage technology for efficient delivery of tax services and increased productivity
© 2019 Bagley Consulting. All Rights Reserved.