Client Lead | Senior Manager at Rise Real Estate

Hamilton, Ohio, United States -

Full Time

Start Date

Immediate

Expiry Date

10 Jun, 26

Salary

120000.0

Posted On

13 Mar, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

CPA, Consulting, Advising, Client Leadership, Tax, Accounting, Business Decisions, Client Relationship Management, Professional Judgment, Real Time Decision Making, Compliance, Advisory Services, Risk Identification, Opportunity Identification, Internal Coordination

Industry

Description

This Is Not a Traditional Senior Manager Role Kirsch CPA Group is seeking a dynamic CPA who wants to consult, lead, and advise—not sit behind the scenes reviewing work. This role is designed for a professional who thrives in client conversations, connects tax and accounting to real business decisions, and wants clear authority over client relationships. As a Client Lead, you serve as the primary advisor for a portfolio of business clients. You lead the conversation, answer questions in real time, identify opportunities, and ensure clients feel confident that their tax, compliance, and advisory needs are fully covered. This Role Is Especially Compelling If… You are a partner or partner-track CPA who enjoys advising clients but finds that: * Your time is increasingly consumed by internal management, firm politics, or administrative overhead * True advisory conversations are constrained by firm structure or legacy billing models * Client leadership is fragmented, limiting your ability to deliver clear, decisive guidance * You want meaningful influence and ownership of client relationships—without waiting years for formal authority This role offers the opportunity to lead client relationships, exercise professional judgment in real time, and focus on advisory impact, within a firm that has already built the infrastructure to support it. While the title is Senior Manager, the scope, autonomy, and client authority align with what many firms reserve for partner-level professionals. What You’ll Do * 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 business and operational decisions, not as an afterthought * Identify risks, issues, and opportunities across tax, compliance, and advisory * Coordinate with internal delivery teams to ensure execution and follow-through * Know when to involve specialists—without defaulting to deferral What Clients Experience * Confidence that “our CPA has us covered” * One clear point of leadership and accountability * Tax considerations integrated naturally into decision-making * Proactive guidance that drives better outcomes Who Thrives in This Role (Non-Negotiable) * CPA with a strong tax and accounting foundation * Comfortable being the face of the firm in client conversations * Able to think clearly and confidently in real time * Sound professional judgment—knows when an answer is sufficient vs. when deeper analysis is needed * Genuinely enjoys client interaction and relationship-building This Role Is Not * A compliance-only reviewer * A pure strategist without tax depth * A meeting facilitator who defers core technical questions Why Kirsch CPA Group Kirsch CPA Group is a 100% employee-owned (ESOP) public accounting firm with a clear advisory vision. We combine deep technical expertise with structured, forward-looking advisory services that help business owners gain clarity, make better decisions, and build long-term value. You’ll join a collaborative leadership team that values: * Ownership and accountability * Clear client leadership and trust * Advisory work with real impact * Defined roles, expectations, and support Ready to Lead the Conversation? If you’re a CPA who wants to consult, lead client relationships, and move beyond a traditional compliance role, we’d like to talk.

Responsibilities

The Client Lead serves as the primary advisor for a portfolio of business clients, leading strategic meetings, answering technical questions in real time, and ensuring all tax, compliance, and advisory needs are met. This involves coordinating with internal delivery teams while proactively identifying risks and opportunities across all client service areas.