Senior Tax Accountant

Director of Employee Relations and Talent Acquisition

Company Overview

Fiducial was founded in France in 1970 and entered the U.S. market in 1999. Our comprehensive services include business counseling, bookkeeping, payroll management, tax preparation, and tax advisory, all tailored to empower small businesses and individuals across the United States. With a global network of over 20,000 professionals, Fiducial Expertise brings international expertise to the table across diverse industries. Our mission is to support entrepreneurs in their business journey by providing the essential financial infrastructure that allows them to focus on what truly matters: serving customers and driving business growth.

Position Overview

The Senior Business Advisor is a financial professional who leads a team focused on bookkeeping, tax preparation, and business consulting. The role acts as a tax resource by completing tax planning with clients and reviewing high‑level tax returns. The Senior Business Advisor provides coaching and support for the team through effective talent and performance management, building strong client relationships and collaborating with other departments to meet all client needs.

Desired Skills/Experience/Attributes

Our ideal candidate is an accomplished Certified Public Accountant (CPA) with strong management, accounting, and tax law expertise and a proven ability to nurture client relationships. The Senior Business Advisor thrives in a digital environment, mastering spreadsheets and complex software.

Experience and Training

10 years in accounting/tax with an accounting degree and Certified Public Accountant (CPA), or an equivalent combination of education and experience.

Client Management

Proven ability to manage client accounts, plan strategically, and direct staff work.

Tech‑Savvy

Comfort with computers and general technology is essential.

Problem‑Solving Skills

Track record of solving practical problems and navigating situations with limited standardization.

Excel Proficiency

Advanced experience with Microsoft Office (Excel).

Software Knowledge

Strong working knowledge of Quick Books (QB) and CCH is advantageous.

Essential Functions

• Is willing to learn and follow processes, including performing production tasks regularly.
• Has a history of building strong and consistent relationships with clients and colleagues, with a great sense of customer service.
• Has a leader’s presence with an unrivaled ability to work with peers, staff, and senior management collaboratively in a team‑oriented environment.
• Understanding of all full‑cycle accounting processes, including communication with governing agencies, financial statement mastery, annual closeout review, high‑level payroll knowledge, all‑entity tax preparation and knowledge, client onboarding experience, interviewing/hiring/coaching staff, annual tax planning, C‑Corp to S‑Corp conversion, accrual to cash basis conversion, buy/sell transaction knowledge.
• Has strong written and verbal communication skills.
• Has exceptional organization and time management skills and is sensitive to practice management.
• Is a detail‑oriented leader and individual contributor with the ability to “think outside the box”.
• Possesses an unquestionable level of integrity and respects quality assurance requirements.

Education, Certificates, Licenses, Registrations

Bachelor’s Degree in Accounting or Finance (BS/BA degree or equivalent/measurable experience).

Active CPA License required by start date.

Minimum successful 10 years’ experience working directly with clients.

• Mid‑Senior level

• Full‑time

• Accounting/Auditing

• Accounting

• Medical insurance
• Vision insurance
• 401(k)