Certified Public Accountant

Horter Investment Management; Cincinnati (OH); On-site; USD 95,000 - 125,000; Full time

Benefits offered by this job

401(k) with matching

Health/dental/vision insurance

Paid time off

Job summary

Horter Investment Management is seeking a skilled CPA to own the tax preparation work and help scale the tax division across multiple offices. This role emphasizes proactive planning alongside accurate filings, integrating tax strategy into clients' wealth plans.

You'll collaborate with eight financial advisors and our client experience team, handling complex returns, planning scenarios, and leading division growth as we expand our presence in Cincinnati.

Qualifications

• Active CPA license in good standing (Ohio and Kentucky experience preferred).
• 5+ years of relevant tax experience in public accounting, local firms, or wealth management.
• Strong technical depth in individual and business tax prep and planning.
• Ability to explain complex topics clearly to advisors and clients.
• Growth mindset and willingness to help build a multi-office tax capability.

Responsibilities

• Tax Prep & Quality Review: handle complex individual and business returns with accuracy.
• Tax Planning: partner year-round with advisors to model scenarios and integrate tax strategies.
• Business Advisory: support owner clients with discounted tax offerings and events; provide accounting support when appropriate.
• Division Leadership: help grow the tax division, manage outsourced partnerships, and shape long-term vision.

Skills

CPA license

Tax planning

Tax preparation

Client advisory

Office-based

Education

Bachelor's degree in Accounting/Finance

Tools

Tax software

Job description

Horter is a family-owned financial services family of companies built around one idea: retirement planning should be coordinated, not fragmented. We bring investment management, tax prep & planning, estate planning, insurance, and Medicare together under one roof. Our tax division, Milestone Tax Center, is an established, actively marketed practice serving hundreds of annually, a mix of full wealth-management relationships and tax-only engagements, and we're expanding it further as demand grows.

We're looking for a CPA who wants to own the technical tax preparation work along with helping us build and scale that capability across multiple offices as the firm grows.

This is not a traditional tax preparation role. The right candidate understands the importance of tax preparation when building a roadmap to wealth-building opportunities, not just a task to complete - and wants to help clients keep more of what they earn through proactive planning, not just accurate filing. This role requires tax preparation but emphasizes the tax planning aspects that are involved in planning our client's long-term retirement goals.

You'll work directly alongside our 8 financial advisors and our client experience team. Standard return volume is handled through an outsourced tax-prep partner - freeing you to focus on strategy, complex returns, and growing the division.

Why This Role Stands Out:

• Strategic Impact: Your expertise shapes real client outcomes - wealth-building conversations, not just annual filings.
• Advisory Partnership: Work side-by-side with our 8 financial advisors, embedding tax strategy directly into each client's financial plan.
• Room to Build: Help take an already-established, actively marketed tax practice into its next phase - growing it into a true multi-office capability.
• Less Grind, More Strategy: Standard returns route through our outsourced tax-prep partner; you focus on complex returns, planning, and oversight - not data entry.

What You'll Do:

• Tax Prep & Quality Review: Personally handle complex individual and all business returns. Review the accuracy of standard returns processed by our outsourced partner alongside advisors before filing.
• Tax Planning: Partner year-round with advisors on proactive planning - reviewing strategies, modeling scenarios, and integrating tax considerations into each client's financial plan.
• Business Advisory: Support business-owner clients through discounted tax offerings, seminars, and related events. Serve as the technical expert, including accounting and bookkeeping support when appropriate.
• Division Leadership: Help lead the tax division's growth - improving processes, managing the outsourced tax-prep partnership, and shaping the long-term vision for tax services at the firm.

What You'll Bring:

• Active CPA license in good standing (Ohio and Kentucky experience preferred).
• Bachelor's degree in Accounting, Finance, or a related field.
• 5+ years of relevant tax experience - public accounting, local firm, or RIA/wealth-management background all welcome. We value cultural fit and opportunity over pedigree.
• Strong technical depth in individual and business tax preparation and planning, with the ability to explain complex topics clearly to advisors and clients.
• A growth mindset - you want to help build something, not just fill a seasonal seat.
• Based in the Cincinnati area, able to work in-office, with flexibility for extended hours during tax season and occasional client events.
• Base Salary: $95,000-$125,000 based on experience, plus performance-based bonuses.
• Benefits: 401(k) with matching, health/dental/vision insurance, paid time off.
• Schedule: Monday-Friday, 8:30 AM-5:00 PM, with occasional overtime as needed.
• Location: In-office at 11726 Seven Gables Road, Cincinnati, OH 45249.

About Us:

Through our integrated Power of One approach within Horter Financial Companies, we bring investment management, tax planning, estate planning insurance, and Medicare under one roof - helping clients build their financial future with clarity and confidence, backed by a team that puts their goals first.

Horter Financial is a family-owned family of companies who have been serving clients across Greater Cincinnati, Columbus, and nationally. For more than 40 years, the Horter family of companies has been built on a simple belief: financial planning should be coordinated, not fragmented.