Tax Advisory Manager — On-Site, Delaware CPA

Orionplacement; Wilmington (DE); On-site; USD 100,000 - 145,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k) with employer match

Life insurance

Disability coverage

Additional benefits

Job summary

Orionplacement is seeking a Delaware-licensed CPA with 4+ years of tax return preparation to manage individual and business client relationships in Wilmington. You will handle federal, state, and local filings while providing proactive tax planning and advisory insights.

You will work on-site in a collaborative team, using QuickBooks, CCH, Engagement and related tools, and you will explain complex tax concepts clearly to clients.

Qualifications

• Active Delaware CPA license required.
• 4+ years of individual and business tax return preparation experience required.
• Strong knowledge of tax accounting, tax compliance, corporate tax, and tax planning.
• Experience with QuickBooks Online and Desktop.
• CCH, Engagement, or comparable tax and accounting software experience preferred.
• Strong analytical, organizational, communication, and problem-solving skills.

Responsibilities

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

Skills

Tax knowledge

Client management

Communication

Problem-solving

Tools

QuickBooks Online

QuickBooks Desktop

CCH

Engagement

Job description

Orionplacement is seeking a Delaware-licensed CPA with 4+ years of tax return preparation to manage individual and business client relationships in Wilmington. You will handle federal, state, and local filings while providing proactive tax planning and advisory insights.

You will work on-site in a collaborative team, using QuickBooks, CCH, Engagement and related tools, and you will explain complex tax concepts clearly to clients.