Orion Placement · 7 hours ago
Senior Tax Manager - Partner Track
Orion Placement is seeking a Senior Tax Manager to join their client’s growing team, providing a clear partner track opportunity. The successful candidate will lead tax planning and compliance services for a diverse client base while managing client relationships and overseeing staff work.
Staffing & Recruiting
Responsibilities
Lead and oversee tax planning, consulting, compliance, and review services for a diverse client base including trusts, technology, manufacturing, and international businesses
Serve as the right hand to the Managing Partner with clear advancement into partnership
Manage client relationships, offering proactive advice and tailored solutions
Review and supervise the work of staff and managers across multiple projects
Conduct high-level technical review, tax projections, and research on complex matters
Work primarily remote with occasional travel for client meetings and firm retreats
Collaborate with team members across California to deliver high-quality results
Qualification
Required
10+ years of progressive tax experience, including significant leadership/managerial responsibilities
Active CPA license required
Strong technical expertise in tax law with ability to advise on complex, multi-industry issues
Excellent leadership, communication, and client advisory skills
Entrepreneurial mindset with interest in firm ownership/partnership track
Preferred
Experience with trusts, technology, manufacturing, or international tax strongly preferred
Benefits
Defined partnership track with equity ownership opportunity
Direct mentorship and succession path from the Managing Partner
Entrepreneurial, flexible culture that values both technical skill and work-life balance
Diverse client base across industries and high-net-worth individuals
Fully remote flexibility with minimal required travel
Long-term leadership growth with ownership potential