Tax Advisor & Client Partner — CPA, On-Site Wilmington

Orion Placement; Wilmington (DE); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

401(k) with employer match

Paid time off

Life insurance

Disability coverage

Additional benefit options

Job summary

Orion Placement is seeking an experienced tax professional for an on-site role in Wilmington, DE. You will manage ongoing relationships with individual and business tax clients, prepare federal/state/local returns, and provide proactive planning to reduce tax exposure.

Join a full-service accounting and advisory team focused on delivering strategic financial services in a collaborative, client-facing environment. Delaware CPA and 4+ years of experience are required.

Qualifications

• Active Delaware CPA license required.
• 4+ years of individual and business tax return preparation experience.
• Strong knowledge of tax accounting, compliance, corporate tax and tax planning.
• Experience managing tax clients and providing consultative guidance.
• Experience with QuickBooks Online/Desktop required.
• CCH, Engagement or comparable software experience preferred.

Responsibilities

• Manage ongoing relationships with individual and business tax clients.
• Prepare and review federal, state, and local tax returns and supporting workpapers.
• Provide proactive tax planning and identify opportunities to reduce tax exposure.
• Research tax issues and help clients navigate changing regulations.
• Explain complex tax concepts clearly to clients.
• Maintain documentation and financial records across client engagements.
• Manage multiple tax projects and deadlines with accuracy and responsiveness.
• Use accounting and tax technology including QuickBooks, CCH, Engagement, and similar platforms.
• Collaborate with colleagues across services to deliver client solutions.

Skills

Client relations

Tax advisory

Communication

Analytical thinking

Education

Delaware CPA license

Tools

QuickBooks Online

QuickBooks Desktop

CCH/Engagement

Job description

Orion Placement is seeking an experienced tax professional for an on-site role in Wilmington, DE. You will manage ongoing relationships with individual and business tax clients, prepare federal/state/local returns, and provide proactive planning to reduce tax exposure.

Join a full-service accounting and advisory team focused on delivering strategic financial services in a collaborative, client-facing environment. Delaware CPA and 4+ years of experience are required.