Senior Tax & Client Accounting Associate

Orion Placement; Beaufort (SC); Sur place; USD 47 000 - 55 000; Plein temps

Avantages offerts par ce poste

Health insurance

Retirement benefits

Paid time off

Professional growth opportunities

Life insurance

Vision insurance

Résumé du poste

Orion Placement seeks a detail-oriented tax and accounting professional to join our Beaufort, SC office. You will own individual and business client engagements, preparing returns, handling bookkeeping, and delivering accurate financial reporting.

The role requires 2+ years of tax prep or client accounting, proficiency with QuickBooks, and the ability to manage multiple deadlines. CPA/EA is a plus though not required; on-site work with a supportive team awaits.

Qualifications

• 2+ years of professional tax preparation or client accounting experience.
• Experience with QuickBooks Online or Desktop.
• Ability to manage multiple client engagements and deadlines independently.
• CPA or EA certification, professional tax software experience, and financial statement preparation experience are pluses, not requirements.

Responsabilités

• Manage a portfolio of individual and business clients, taking ownership of accounting and tax engagements from start to finish.
• Prepare individual and business tax returns and assist with year-round tax planning activities.
• Handle monthly and quarterly accounting, bank reconciliations, general ledger maintenance, and financial reporting.
• Review and clean up QuickBooks records, investigate discrepancies, and help clients maintain accurate financial information.
• Communicate directly with clients to answer questions, obtain information, and keep projects moving forward.
• Support payroll, sales tax, and other recurring business accounting needs as applicable.
• Collaborate with CPAs and accounting professionals to deliver accurate, timely, high-quality work.
• Identify opportunities to improve processes and provide practical financial insights to clients.

Connaissances

Tax preparation

Client accounting

Communication

Organization

Formation

CPA or EA certification (plus)

Outils

QuickBooks Online

QuickBooks Desktop

Description du poste

Pay: $34.00 - $40.00 per hour

Why This Is a Great Opportunity

• Join a growing accounting team where your expertise is valued, your ideas matter, and your work makes a real difference.
• Take ownership of meaningful client relationships and help business owners navigate their financial and tax needs with confidence.
• Enjoy a rewarding mix of tax preparation, client accounting, financial reporting, and problem-solving throughout the year.
• Expand your expertise with opportunities to grow into tax planning, advisory services, mentoring, and leadership.
• Enjoy great benefits, including health insurance, retirement benefits, paid time off, and professional growth opportunities.

Location

Beaufort, SC | Full-Time, On-Site

Join our welcoming Beaufort office, where you'll collaborate closely with experienced professionals, connect directly with clients, and enjoy being part of a supportive, growing team.

Note

Candidates must have 2+ years of professional tax preparation or client accounting experience, hands-on experience with QuickBooks Online or Desktop, and experience independently managing multiple client accounting or tax engagements and their deadlines. A CPA license is not required.

About Us

We are a growing, client-focused accounting firm committed to helping individuals and businesses achieve financial clarity and peace of mind. Our team provides personalized tax preparation, bookkeeping, financial reporting, and advisory services while building lasting relationships with the clients we serve.

We believe in giving talented professionals the opportunity to take ownership of their work, contribute meaningful ideas, and grow their careers.

Confidential Employer.

Job Description

• Manage a portfolio of individual and business clients, taking ownership of accounting and tax engagements from start to finish.
• Prepare individual and business tax returns and assist with year-round tax planning activities.
• Handle monthly and quarterly accounting, bank reconciliations, general ledger maintenance, and financial reporting.
• Review and clean up QuickBooks records, investigate discrepancies, and help clients maintain accurate financial information.
• Communicate directly with clients to answer questions, obtain information, and keep projects moving forward.
• Support payroll, sales tax, and other recurring business accounting needs as applicable.
• Collaborate with CPAs and accounting professionals to deliver accurate, timely, high-quality work.
• Identify opportunities to improve processes and provide practical financial insights to clients.

Qualifications

• 2+ years of professional tax preparation or client accounting experience.
• Proficiency with QuickBooks Online or QuickBooks Desktop.
• Experience independently managing multiple client engagements and deadlines.
• Strong understanding of general accounting principles, reconciliations, and financial records.
• Excellent organizational, problem-solving, and communication skills.
• Ability to work independently while contributing to a collaborative team.
• Public accounting or multi-client accounting experience is preferred.
• CPA or EA certification, professional tax software experience, and financial statement preparation experience are pluses, not requirements.

Why You Will Love Working Here

We believe great work happens when talented people are trusted, supported, and encouraged to grow. You'll have the opportunity to build meaningful client relationships, develop your technical expertise, and make a visible impact on our team's success.

Whether your goal is to deepen your tax knowledge, expand your advisory skills, or take on greater leadership responsibilities, we offer an environment where your career can continue moving forward.

JPC - 2594

Benefits:

• Health insurance
• Life insurance
• Vision insurance