Hybrid Tax Managing Director — Lead & Grow Practice

Orion Placement; Schaumburg (IL); Hybrid; USD 150,000 - 200,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Retirement plan

Vision insurance

Job summary

Orion Placement in Schaumburg, IL seeks a senior tax leader to guide the firm’s tax practice and own high-value engagements. You will mentor professionals, influence standards, and strengthen trusted client relationships while shaping strategy.

The role requires a CPA license and 5+ years of public accounting tax experience, with emphasis on planning, compliance, and research for individuals and businesses.

Qualifications

• Active CPA license required.
• 5+ years of directly relevant public accounting tax experience.
• Current or recent CPA firm experience required.
• Strong knowledge of individual, corporate, partnership, and trust taxation.
• Experience with tax planning, compliance, tax research.
• Demonstrated leadership or mentoring experience.
• Excellent written, verbal, and client-facing communication.
• Strong organizational skills to manage multiple engagements and deadlines.
• Proficiency with professional tax software and Excel.

Responsibilities

• Lead complex tax engagements from planning through final review.
• Provide proactive tax planning, research, consulting, and strategic guidance to clients.
• Review complex tax returns and ensure accuracy, compliance, quality, and timely delivery.
• Manage and mentor tax professionals while overseeing workflow and standards.
• Build trusted relationships with clients and identify opportunities to expand services.
• Research federal, state, and local tax matters and communicate recommendations.
• Monitor evolving tax laws and help ensure technical currency.
• Collaborate with leadership on practice strategy and growth initiatives.
• Participate in business development and client relationship expansion.

Skills

Client-facing communication

Leadership

Mentoring

Organization

Education

CPA license

Advanced degree preferred

Tools

Microsoft Excel

Accounting tools

Tax software

Job description

Pay: $150,000.00 - $200,000.00 per year

Why This Is a Great Opportunity

• Lead and shape the tax practice of an established public accounting firm
• Take ownership of complex, high-value tax engagements and trusted client relationships
• Mentor talented tax professionals while influencing firmwide standards and strategy
• Advise individuals and businesses on sophisticated tax planning, compliance, and long-term financial decisions
• Earn additional upside through an annual bonus program and commission opportunity on qualifying new business
• Join a stable, professional environment where leadership, technical expertise, and client impact are highly valued

Location: Schaumburg, Illinois. This is a hybrid leadership role. During the approximately 13-week busy season, the position is fully in office. Outside busy season, the typical schedule is four days in office and one remote day, contingent on meeting individual billable-hour goals.

Note: A current CPA license, 5+ years of public accounting tax experience, and strong client-facing communication skills are required. Candidates must have experience working in a CPA firm environment.

About Us

We are an established Illinois public accounting firm known for delivering thoughtful, responsive tax and advisory services to individuals and businesses. Our team combines strong technical expertise with a collaborative, relationship-driven approach, helping clients address today's needs while planning proactively for the future. We value professionalism, quality work, accountability, and long-term client relationships. Confidential Employer.

Job Description

• Lead complex individual, corporate, partnership, and trust tax engagements from planning through final review
• Provide proactive tax planning, research, consulting, and strategic guidance to clients
• Review complex tax returns and ensure accuracy, compliance, quality, and timely delivery
• Manage and mentor tax professionals while overseeing workflow, performance, and technical standards
• Build trusted relationships with existing clients and identify opportunities to expand services
• Research complex federal, state, and local tax matters and communicate practical recommendations
• Monitor evolving tax laws and regulations and help ensure the firm remains technically current
• Collaborate with firm leadership on practice strategy, operational improvements, and growth initiatives
• Participate in business development, professional networking, and client relationship expansion
• Manage competing priorities effectively during busy season while maintaining high professional standards

Qualifications

• Active CPA license required
• 5+ years of directly relevant public accounting tax experience
• Current or recent CPA firm experience required
• Strong knowledge of individual, corporate, partnership, and trust taxation
• Experience with tax planning, compliance, technical review, and tax research
• Demonstrated leadership, mentoring, or team management experience
• Excellent written, verbal, and client-facing communication skills
• Strong organizational skills with the ability to manage multiple engagements and deadlines
• Proficiency with professional tax software, accounting tools, Microsoft Excel, and related technology
• Advanced degree in taxation, accounting, or a related discipline preferred
• Business development and professional networking experience preferred

Why You Will Love Working Here

• Meaningful leadership role with direct influence over clients, people, and practice growth
• Exposure to sophisticated tax matters and diverse client needs
• Opportunity to mentor professionals and help shape a high-performing tax team
• Strong emphasis on quality, professionalism, and long-term client relationships
• Hybrid flexibility outside busy season for professionals achieving performance expectations
• Annual bonus opportunity plus additional commission potential tied to qualifying business development
• Stable firm environment with room to make a visible impact

JPC-2362

Benefits:

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