Orion Placement ยท 1 month ago
Tax Manager - Public Accounting
Orion Placement is a mid-sized, growth-oriented CPA firm that has been advising closely held businesses, nonprofits, governments, and individuals for over 40 years. The Tax Manager will lead tax engagements, supervise and mentor a growing tax team, and serve as the primary point of contact for clients, focusing on tax planning and communication.
Staffing & Recruiting
Responsibilities
Manage the end to end process for corporate, partnership, individual and other tax returns prepared by staff, focusing on review and client communication rather than preparation
Serve as primary point of contact for an assigned book of clients, handling day to day questions, proactive outreach and delivery of year round tax planning
Supervise and mentor tax staff and seniors, providing clear review notes, coaching and technical guidance to help them grow
Coordinate workflow, budgets and deadlines to ensure timely and efficient completion of tax engagements across busy season and off season
Identify tax planning opportunities, savings strategies and entity structure ideas and communicate them clearly to clients and firm leadership
Perform and review tax research on complex issues and ensure proper documentation and support for positions taken
Participate in business development activities such as onboarding new clients, cross selling firm services and supporting proposals and presentations
Take on departmental and firm management responsibilities as assigned, focusing on improving processes, utilization and overall effectiveness of the tax services group
Qualification
Required
Active CPA license required
5+ years of recent public accounting tax experience with a CPA firm, including significant review responsibility
Strong technical knowledge of the Internal Revenue Code, Treasury regulations and relevant state and local tax rules
Prior experience supervising and mentoring tax staff and seniors
Demonstrated ability to manage multiple engagements, priorities and deadlines in a fast paced environment
Excellent client facing communication skills with the ability to explain complex tax concepts in a clear and friendly way
Comfortable working on site full time in Buckhannon, WV and collaborating closely with both local and remote team members
Benefits
Dental insurance
Life insurance
Paid time off