Company Overview

Fiducial is a major provider of financial services (Business Counseling, Bookkeeping, Payroll, Tax, and Advisory Services) to small businesses and individuals. Fiducial was founded in France in 1970 and entered the U.S. market in 1999. Fiducial grew to become one of the top financial service providers in Europe. In 2021, Fiducial generated a consolidated revenue of over $1.83 billion across more than 1,230 offices supported by a team of over 19,600 professionals while serving more than 322,000 clients globally. Fiducial has built a wealth of global expertise and knowledge in a variety of industries. Fiducial’s offices are strategically set up to serve as a local contact, providing a small firm feel to our clients while maintaining its robust back-office support of a large global firm. As a trusted advisor to entrepreneurs, Fiducial provides the essential financial back-office infrastructure to their clients, allowing them to focus on what they do best; serving their customers and growing their business

Position Overview

Fiducial is looking for a Senior Business Advisor to join their Houston, TX team.

The Senior Business Advisor will work in a team environment providing accounting services to clients while becoming a trusted business advisor for our clients. This multi-faceted position will include heavy tax preparation and special project work. The Business Advisor will serve as a “right hand” to the office leader, Accounting & Tax Principal, while supporting client management and business development initiatives.

This dynamic position is well suited for tax professionals with strong expertise in accounting to include; preparing and reviewing personal and business tax returns, providing guidance on tax issues, tax planning, and developing consulting/business relationships within their community.

Senior Business Advisor Responsibilities

• Supervising all aspects of business counseling, accounting, and tax preparation
• Monitoring business production pertaining to reviewing accounting reports
• Answering technical processing and accounting questions for clients
• Potentially hiring, training, and supervising business associates
• Managing special projects as assigned; including responsibilities for managing the office or sections of the office

Qualifications/Skills/Attributes

• Certified Public Accountant license (CPA) or Enrolled Agent (EA) license
• 7+ years of accounting and business advising experience
• 2+ years of proven experience growing and managing a team
• Proven ability to solve practical problems while dealing with a variety of variables
• Ability to multi-task and work within a fast-paced environment
• High proficiency in accounting and office software applications
• A leader’s presence with an unrivaled ability to collaborate with peers, staff, and senior management in a team-oriented environment
• An entrepreneurial drive
• Strong written and verbal communication skills
• Exceptional organizational and time management skills
• A detail-oriented leader and individual contributor with the ability to “think outside the box”
• An unquestionable level of integrity and respects quality assurance requirements
• A history of building relationships with clients and colleagues
• Commitment to fostering and maintaining a service culture

Education, Certificates, Licenses, & Registrations

• Active CPA or EA license required
• Bachelor’s Degree in Accounting, Finance or other business-related field preferred