Orivon Advisory Group · 1 week ago
Accounting & Tax Manager (CPA) — Director Track
Orivon Advisory Group is seeking a seasoned Accounting & Tax Manager with an active CPA who can lead client engagements and grow into a Director role. The role involves acting as a fractional CFO, overseeing full-cycle accounting, managing a team, and ensuring compliance across jurisdictions.
AccountingConsultingFinancial ServicesManagement ConsultingProfessional Services
Responsibilities
Act as lead advisor and fractional CFO for select clients (forecasting, cash flow, KPI dashboards, board/lender packs)
Translate strategy into operating plans; run monthly/quarterly business reviews
Oversee full-cycle accounting and close (multi-entity, multi-state; GAAP compliance)
Lead complex tax preparation (C-corp, S-corp, partnerships, trusts, HNW) and tax resolution/controversy (IRS/state notices, payment plans, penalty abatement, OIC)
Review and sign off on workpapers, returns, and financial statements; maintain audit-ready documentation
Manage and develop seniors/staff; establish QA standards and repeatable workflows
Champion automation and AI-assisted tooling to reduce cycle times and errors
Scope engagements, price profitably, expand key accounts; partner with leadership on proposals/SOWs
Own compliance calendars; ensure on-time filings and payments across jurisdictions
Monitor regulatory changes (IRS, state, FASB) and implement policy/process updates
Qualification
Required
Active CPA in good standing
10+ years in a CPA practice with progressive responsibility
5+ years as a Manager leading teams and client portfolios
Demonstrated fractional-CFO capability for small/mid-market clients
Deep experience in tax prep and tax resolution (controversy)
Builder's mindset: process design, documentation, and coaching
Preferred
Multi-entity/multi-state/SALT exposure; industry depth in healthcare, tech/SaaS, professional services, logistics/e-commerce, or nonprofits
Fluency with modern stacks (QBO Advanced/NetSuite/Xero; CCH/UltraTax/Drake; workflow/BI; OCR/AI tools)
Comfort presenting to owners, boards, lenders, and regulators
Benefits
Health, dental, vision
401(k) with match
CPA license & CPE support
Hybrid/flexible work
Periodic on-site client visits