Tax Leader: Lead Engagements & Client Strategy

Orion Placement; Latham (NY); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with profit sharing

Generous PTO

Professional dues support

CPA exam reimbursement

Bonus opportunities

Job summary

Orion Placement is seeking a Senior Tax Manager in Latham, NY to lead tax engagements, mentor team members, and build strong client relationships. This hybrid role requires 5+ years in public accounting and expertise in federal/state tax compliance and planning. You will oversee budgets, review complex returns, and provide strategic tax advice to clients.

The firm offers strong benefits, CPA support, and a collaborative regional environment focused on growth, integrity, and client service.

Qualifications

• 5+ years in public accounting experience.
• Experience reviewing complex federal/state tax returns and workpapers.
• Prior in-charge/mentoring/supervisory leadership experience.
• CPA or progress toward CPA preferred.

Responsibilities

• Lead tax engagements while coordinating staff, seniors, and engagement team.
• Review federal/state tax returns, workpapers, reports for accuracy.
• Provide tax planning recommendations aligned with client goals.
• Act as trusted client contact, answering tax questions and building relationships.
• Coach developing professionals with timely feedback and guidance.
• Identify tax issues and opportunities to add client value.
• Manage engagement budgets, timelines, workflow, profitability.
• Assist with tax notices, regulatory matters, and audits.
• Communicate professionally with clients, attorneys, brokers, authorities.
• Help develop new/existing client relationships and practice growth.

Skills

Tax planning

Federal tax

State tax

Client relationships

Mentoring

Engagement budgeting

Reviewing tax returns

Communication with clients

Team leadership

Education

Bachelor's or Master’s in accounting

Job description

Orion Placement is seeking a Senior Tax Manager in Latham, NY to lead tax engagements, mentor team members, and build strong client relationships. This hybrid role requires 5+ years in public accounting and expertise in federal/state tax compliance and planning. You will oversee budgets, review complex returns, and provide strategic tax advice to clients.

The firm offers strong benefits, CPA support, and a collaborative regional environment focused on growth, integrity, and client service.