Accounting & Tax Manager (CPA) — Director Track jobs in United States
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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

Active CPATax preparationTax resolutionClient leadershipProcess designMulti-entity accountingGAAP complianceTeam managementAutomation toolsCoachingPresentation skills

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

Company

Orivon Advisory Group

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Orivon Advisory Group is a modern advisory firm built for ambitious leaders navigating growth, complexity, and transformation.

Funding

Current Stage
Early Stage

Leadership Team

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Ethelbert Nwanegbo
Founder
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Company data provided by crunchbase