CPA - Tax Manager

Orionplacement; Hackensack (NJ); On-site; USD 100,000 - 200,000; Full time

Benefits offered by this job

Dental insurance

Paid time off

Retirement plan

Vision insurance

Job summary

Orion Placement in Bergen County, NJ is seeking a skilled tax professional to lead partnership tax for private equity and hedge funds. You will prepare and sign federal/state returns, review K-1s, and provide year-round strategic advisory services to a sophisticated client base.

The role requires a CPA or EA designation, 5+ years in public accounting, and Spanish fluency. Expect hands-on mentorship, autonomy, and a clear path to leadership in a collaborative firm near NYC.

Qualifications

• Active CPA license or EA designation is required.
• Willingness and ability to sign tax returns.
• 5+ years of tax experience in public accounting.
• Strong knowledge of partnership taxation, small business, and individual tax.
• Experience with private equity, hedge funds, or investment partnerships.
• Spanish fluency is required.
• Strong analytical, organizational, and client-service skills.
• Ability to independently manage multiple engagements and deadlines.
• Preferred: experience with carried interest, waterfalls, blocker entities, and complex allocations.
• Preferred: familiarity with multi-state and investor reporting.
• Preferred: proficiency in UltraTax, Lacerte, ProSeries, or Drake.

Responsibilities

• Prepare, review, and sign federal and state tax returns including Forms 1040, 1065, 1120S, and 1120.
• Lead partnership tax compliance for private equity and hedge fund structures.
• Review and analyze K-1 allocations, capital accounts, basis calculations, and investor reporting.
• Deliver year-round tax planning and strategic advisory services to investment and business clients.
• Review staff-prepared work for technical accuracy and compliance quality; mentor, manage, and develop junior staff.
• Handle IRS and state notices and manage client correspondence.
• Serve as a trusted primary contact for all client tax matters.
• Uphold CPA professional standards and internal firm policies.

Skills

CPA license or EA designation

Spanish fluency

Analytical skills

Client service

Time management

Education

Public accounting experience 5+ years

Tools

UltraTax

Lacerte

ProSeries

Drake

Job description

Pay: $100,000.00 - $200,000.00 per year

Why This Is a Great Opportunity

• Join a growing, boutique advisory firm where your work directly shapes client outcomes and firm growth
• Work across a sophisticated, diverse client base including private equity, hedge funds, real estate investors, and professional services firms
• Enjoy genuine professional autonomy — manage your own engagements without layers of bureaucracy
• Clear path to leadership and long-term career development, including potential Partnership
• Bonus opportunities on top of competitive base compensation
• Flexible hybrid arrangement that respects your work-life balance
• Be part of a tight-knit, high-caliber team where your contributions are recognized and valued

Location: This is an on-siteposition based in Bergen County, NJ — enjoy the flexibility of splitting your time between home and a collaborative office environment close to New York City.

Note: Candidates must hold an active CPA license or EA designation and be willing to sign tax returns. Spanish fluency is required for this role. These are non-negotiable requirements — please apply only if you meet all three.

About Us

We are a boutique outsourced finance and advisory firm serving emerging asset managers, real estate investors, and professional services firms. Founded by a seasoned CPA with over 20 years in financial services, our team provides fractional CFO services, tax compliance, accounting, fund operations, and strategic advisory — delivering hands‑on support across the full lifecycle of our clients' businesses. We've built a stable, loyal client base and a culture where talented professionals thrive with autonomy and purpose. Confidential Employer.

Job Description

• Prepare, review, and sign federal and state tax returns including Forms 1040, 1065, 1120S, and 1120
• Lead partnership tax compliance for private equity and hedge fund structures
• Review and analyze K-1 allocations, capital accounts, basis calculations, and investor reporting
• Deliver year-round tax planning and strategic advisory services to investment and business clients
• Review staff-prepared work for technical accuracy and compliance qualityMentor, manage, and develop junior tax and accounting professionals — guiding workflow, providing technical coaching, and delivering performance feedback
• Handle IRS and state notices and manage client correspondence
• Serve as a trusted primary contact for all client tax matters
• Uphold CPA professional standards and internal firm policies

Qualifications

• Active CPA license or EA designation (required)
• Willingness and ability to sign tax returns
• 5+ years of tax experience in public accounting
• Strong knowledge of partnership taxation, small business, and individual tax
• Experience with private equity, hedge funds, or investment partnerships
• Spanish fluency (required)
• Strong analytical, organizational, and client-service skills
• Ability to independently manage multiple engagements and competing deadlines
• Preferred: experience with carried interest, waterfalls, blocker entities, and complex allocations
• Preferred: familiarity with multi-state and investor reporting
• Preferred: proficiency in UltraTax, Lacerte, ProSeries, or Drake

Why You Will Love Working Here

This is a role for someone who wants more than a job — it's for a tax professional who's ready to own a book of work, mentor a team, and grow with a firm that's going places. You'll work alongside sharp, experienced colleagues in a culture built on trust, expertise, and genuine client partnership. Leadership is accessible, your voice matters, and the path forward — including Partnership — is real and within reach.

JPC-1192

Benefits:

• Dental insurance
• Paid time off
• Retirement plan
• Vision insurance