Tax Leadership: On-Site, Path to Partnership

Orion Placement; Westlake Village (CA); Presencial; USD 180.000 - 200.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Staff bonuses

Paid busy-season overtime

Health insurance

401(k)

Paid time off

Vision insurance

Descripción de la vacante

Orion Placement is seeking a seasoned tax leader for an on-site role in Westlake Village, CA. You will lead day-to-day tax practice operations, oversee complex returns, mentor tax professionals, and nurture key client relationships while guiding strategic firm growth toward partnership.

The ideal candidate holds an active CPA license, has 8+ years of public accounting tax experience (10+ preferred), and is ready to take greater responsibility in a boutique-style firm backed by growth resources.

Formación

• Active CPA license required.
• 8+ years of public accounting tax experience; 10+ years strongly preferred.
• Strong technical expertise reviewing complex individual and business tax returns.
• Proven experience supervising, mentoring, and developing tax professionals.
• Experience independently managing client relationships and tax engagements.

Responsabilidades

• Lead day-to-day tax practice operations, including workflow, deadlines, quality control, and final review.
• Oversee complex individual and business tax returns, ensuring technical accuracy and compliance.
• Manage, mentor, and develop tax professionals through effective delegation, coaching, and review.
• Build and strengthen client relationships while providing strategic tax guidance.
• Partner with firm leadership to improve operations, expand client relationships, and support growth.
• Introduce modern tax preparation technology, automation, and workflow improvements.
• Take on increasing leadership responsibilities toward potential partnership.

Conocimientos

Leadership

Mentoring

Client relationships

Strategic tax planning

Communication

Tax industry knowledge

Educación

CPA license

Herramientas

Lacerte

Descripción del empleo

Orion Placement is seeking a seasoned tax leader for an on-site role in Westlake Village, CA. You will lead day-to-day tax practice operations, oversee complex returns, mentor tax professionals, and nurture key client relationships while guiding strategic firm growth toward partnership.

The ideal candidate holds an active CPA license, has 8+ years of public accounting tax experience (10+ preferred), and is ready to take greater responsibility in a boutique-style firm backed by growth resources.