Stand Alone 1040 Practice Leader

Company Description bhm cpa group is a comprehensive CPA firm focused on developing top talent to simplify complex tax, audit, and advisory needs for businesses and individuals. With nine offices across Ohio, Indiana, Michigan, Kentucky, and West Virginia, the firm combines regional insight with personalized service to help clients make informed financial decisions. Team members serve as proactive, year-round advisors, supporting clients well beyond the traditional tax season. The firm emphasizes long-term relationships, community involvement, and a commitment to helping clients build a prosperous financial future.

Build client relationships. Develop a team. Shape the future of a practice.

You’ve built a strong foundation in tax. Now you’re looking for an opportunity to have a greater voice in how a practice serves clients, develops its people, and grows.

BHM CPA Group is seeking an experienced tax professional with an entrepreneurial spirit to help shape our growing Stand Alone 1040 Practice, with a focus on high-net-worth individuals.

You’ll combine technical tax expertise with year-round planning and meaningful client relationships. Working directly with firm leadership, you’ll help strengthen the client experience, develop team members, improve operations, and grow the practice.

This opportunity offers a path toward practice leadership and potential shareholder consideration. Whether you’re ready for greater responsibility now or looking to develop into it, we’re committed to providing mentorship, resources, and support to help you advance.

Why this opportunity stands out

• A voice in the practice’s future. Help shape its direction, service offerings, workflows, and client experience.
• Room to build and lead. Help develop a dedicated team and take on leadership responsibilities that reflect your experience.
• Meaningful client relationships. Work with individuals and families who value thoughtful advice and proactive planning.
• Direct access to firm leadership. Participate in discussions about practice strategy, operations, and growth.
• An established firm behind you. Bring your ideas and initiative to an entrepreneurial environment supported by a growing regional CPA firm.
• Flexibility and substantial benefits. Hybrid work availability, four weeks of annual PTO, and a 401(k) plan with a 6% company match.

What you’ll do

Deliver tax expertise and proactive advice

• Prepare and review complex individual income tax returns involving pass-through income, rental activities, investments, trust-related income, and multi-state filings.
• Provide year-round tax planning for high-net-worth individuals, business owners, and families.
• Identify planning opportunities that help clients manage tax liabilities and make informed decisions.
• Research and resolve complex tax questions.
• Assist with tax notices, correspondence, and compliance matters.

Build lasting client relationships

• Serve as a trusted advisor through responsive communication and personalized service.
• Lead client meetings and explain tax matters in clear, practical terms.
• Anticipate client needs and identify opportunities to provide additional support.
• Coordinate work and communicate timelines so clients know what to expect.

Help shape and grow the practice

• Work with leadership to develop and execute the practice’s strategic direction.
• Improve workflows, processes, and service standards.
• Build referral relationships and participate in networking and business development.
• Bring forward ideas that improve efficiency, service quality, and the experience of clients and staff.

Develop the people around you

• Mentor and coach tax staff and senior associates.
• Review team members’ work and provide constructive, actionable feedback.
• Support onboarding, technical training, and professional development.
• Model collaboration, accountability, and a commitment to quality.

The position’s level and responsibilities will reflect your experience, leadership capabilities, and readiness to help grow the practice.

What you’ll bring

Experience

• Four or more years of public accounting tax experience, with strong individual tax preparation and review skills.
• Experience with complex individual returns and client relationship management.
• For manager- or director-level consideration, demonstrated experience leading engagements, reviewing complex work, mentoring staff, and managing client relationships.
• An entrepreneurial mindset and an interest in taking greater ownership of practice development and growth.

Education and credentials

• Bachelor’s degree in Accounting, Finance, or a related field required.
• Active CPA license preferred; candidates actively pursuing their CPA will be considered.
• Master’s degree in Taxation or Accounting preferred.

Technical and professional strengths

• Strong knowledge of individual taxation, including planning considerations for high-net-worth clients, business owners, and closely held businesses.
• Proficiency with Microsoft Excel and Microsoft Office.
• Experience with UltraTax and tax workflow software preferred.
• Ability to research complex issues and communicate recommendations clearly.
• Strong organization, attention to detail, and ownership of deadlines.
• Initiative, sound judgment, and a desire to develop others.

Your growth at BHM

We want this role to grow with you. As you demonstrate readiness and contribute to the practice’s success, you’ll have opportunities to assume greater responsibility for team development, client service, operations, and business growth.

The long-term opportunity includes practice leadership and potential consideration for a shareholder role , based on performance, leadership development, and contributions to the firm.

We support that development through:

• Firm-sponsored continuing education and leadership development.
• CPA and professional certification support.
• Mentorship from firm leadership.
• Participation in strategic initiatives and practice management discussions.
• Opportunities to build business development and client acquisition skills.

Compensation, benefits & flexibility

• Salary commensurate with experience.
• Discretionary annual bonus based on individual contributions and firm performance.
• Hybrid work environment available.
• Five weeks of paid time off annually.
• Ten firm-recognized holidays plus one floating holiday.
• 401(k) plan with a 6% company match.
• Health insurance: BHM contributes 70% of employee premiums and pays the first $6,000 of the deductible before the employee is responsible for the remaining $1,000.
• 100% employer-paid dental, vision, short-term disability, and long-term disability insurance.

Help build what comes next

At BHM CPA Group, our values—Service, Community, Development, and Accountability —guide how we serve clients and support one another.

• If you’re ready to bring your tax expertise, ideas, and leadership ambitions to a growing practice where you can help shape its future, we’d welcome a conversation.