Senior CPA & Client Advisor: Elevate Tax & Finance

Orion Placement; Towson (MD); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

Dental insurance

Health insurance

Life insurance

Retirement plan

Vision insurance

Job summary

Orionplacement in Towson, MD is seeking a senior CPA to lead client advisory across accounting, tax, and financial reporting. You will manage compilations, reviews, and tax planning for closely held businesses, delivering practical strategies to improve profitability and efficiency.

Join a collaborative team with exposure to high-impact client work, direct interaction with owners, and opportunities for long-term professional growth in a mid-sized firm environment.

Qualifications

• Active CPA license required.
• 10+ years of public accounting or CPA firm experience required.
• 5+ years of financial statement compilation and review experience required.
• 5+ years of business tax preparation and/or review experience required.
• Strong accounting, taxation, and financial reporting knowledge.
• Strong client relationship, communication, analytical, and organizational skills.
• Ability to independently manage multiple engagements and deadlines.

Responsibilities

• Prepare and review financial statement compilations and reviews for business clients.
• Prepare and review business tax returns and related filings while identifying tax planning opportunities.
• Serve as a trusted advisor to closely held businesses and their owners on accounting, tax, and financial matters.
• Analyze financial information and recommend practical strategies to improve profitability and operating efficiency.
• Help clients develop reliable financial reporting processes that accurately reflect business activity.
• Manage multiple client engagements while maintaining accuracy, responsiveness, and high-quality service.
• Build lasting client relationships through proactive communication, sound judgment, and confidential personal attention.
• Collaborate with firm leadership and colleagues to deliver timely, technically strong client solutions.

Skills

Client relationships

Financial analysis

Tax planning

Communication

Attention to detail

Education

CPA license (Active)

Tools

QuickBooks

Job description

Pay: $140,000.00 - $200,000.00 per year

Why This Is a Great Opportunity

• Step into a senior-level CPA role where your expertise directly impacts closely held businesses and their owners.
• Join an established, collaborative accounting team that combines sophisticated technical work with the personal environment of a mid-sized firm.
• Work directly with clients as a trusted advisor across accounting, tax, financial reporting, and business strategy.
• Enjoy meaningful variety beyond traditional compliance work, including opportunities to help clients improve profitability, reporting, and operating efficiency.
• Build on your public accounting career in a role that values independence, client relationships, technical expertise, and long-term professional growth.

Location:

Towson, Maryland. This is an on-site opportunity offering close collaboration with our team and direct interaction with the business owners and clients we serve.

Note:

An active CPA license, 10+ years of public accounting or CPA firm experience, 5+ years of financial statement compilation and review experience, and 5+ years of business tax preparation and/or review experience are required.

About Us

We are an established mid-sized CPA firm serving closely held businesses and their owners with high-quality accounting, tax, financial reporting, and advisory services. Our team combines strong technical expertise with personalized attention and a genuine commitment to helping clients make better financial and business decisions. Confidential Employer.

Job Description

• Prepare and review financial statement compilations and reviews for business clients.
• Prepare and review business tax returns and related filings while identifying tax planning opportunities.
• Serve as a trusted advisor to closely held businesses and their owners on accounting, tax, and financial matters.
• Analyze financial information and recommend practical strategies to improve profitability and operating efficiency.
• Help clients develop reliable financial reporting processes that accurately reflect business activity.
• Manage multiple client engagements while maintaining accuracy, responsiveness, and high-quality service.
• Build lasting client relationships through proactive communication, sound judgment, and confidential personal attention.
• Collaborate with firm leadership and colleagues to deliver timely, technically strong client solutions.

Qualifications

• Active CPA license required.
• 10+ years of public accounting or CPA firm experience required.
• 5+ years of financial statement compilation and review experience required.
• 5+ years of business tax preparation and/or review experience required.
• Strong accounting, taxation, and financial reporting knowledge.
• Strong client relationship, communication, analytical, and organizational skills.
• Ability to independently manage multiple engagements and deadlines.
• QuickBooks experience is a plus.

Why You Will Love Working Here

You will have the opportunity to do more than prepare returns and financial statements. You will work closely with business owners, solve meaningful financial challenges, and become a trusted advisor to clients who value your expertise. Our mid-sized environment offers the technical depth of a larger firm while providing greater visibility, collaboration, autonomy, and opportunity to make an impact.

JPC-2414

Benefits:

• Dental insurance
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance