Tax CPA — Growth, Flex Scheduling & Client Impact

Orion Placement; Sonora (CA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) matching

Paid time off

Paid sick leave

On-site gym

Job summary

Orion Placement is seeking an experienced CPA tax professional for an on-site role in Sonora, CA. You will prepare and review individual, corporate, partnership, and estate returns, and provide proactive tax planning for clients.

The ideal candidate holds an active CPA license, has 2+ years of income tax prep experience, and is proficient with federal and state regulations. You will build strong client relationships and contribute to a collaborative team focused on quality and growth.

Qualifications

• Active CPA license required.
• 2+ years of income tax preparation experience.
• Experience preparing individual and business tax returns.
• Strong knowledge of federal and state income tax regulations.
• Bachelor's degree in Accounting or Finance.
• Proficiency with QuickBooks and financial reporting tools.
• Experience with estate and trust taxation is a plus.

Responsibilities

• Prepare and review individual, corporate, partnership, and estate tax returns with accuracy.
• Provide proactive tax planning strategies for clients.
• Research federal, state, and local tax laws to ensure compliance and identify savings.
• Support clients with estate and trust taxation and accounting matters.
• Review financial statements and reconciliations for accuracy.
• Leverage tax software to streamline processes and deliver high-quality work.
• Build trusted client relationships by explaining complex tax concepts clearly.

Skills

Tax preparation

Client communication

Analytical skills

Education

Bachelor's degree in Accounting or Finance

Tools

QuickBooks

Financial reporting tools

Intacct

Job description

Orion Placement is seeking an experienced CPA tax professional for an on-site role in Sonora, CA. You will prepare and review individual, corporate, partnership, and estate returns, and provide proactive tax planning for clients.

The ideal candidate holds an active CPA license, has 2+ years of income tax prep experience, and is proficient with federal and state regulations. You will build strong client relationships and contribute to a collaborative team focused on quality and growth.