Senior Tax & Client Accounting Associate - On-Site Beaufort

Orion Placement; Beaufort (SC); On-site; USD 47,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Retirement benefits

Paid time off

Professional growth opportunities

Life insurance

Vision insurance

Job summary

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.

Responsibilities

• 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.

Skills

Tax preparation

Client accounting

Communication

Organization

Education

CPA or EA certification (plus)

Tools

QuickBooks Online

QuickBooks Desktop

Job description

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.