Tax Manager

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

Pay:

$90,000.00 - $130,000.00 per year

Why This Is a Great Opportunity

• Step into a visible leadership role where you can influence client strategy, mentor talented professionals, and help shape successful engagements.
• Build meaningful, long-term client relationships while working on complex tax compliance, planning, and advisory matters.
• Join a collaborative regional accounting firm that combines strong technical resources with a personalized team environment.
• Continue developing your leadership and technical skills through structured career and professional development opportunities.
• Enjoy a strong benefits package including medical, dental and vision coverage, 401(k) and profit sharing, generous paid time off, professional dues support, and CPA exam reimbursement and bonus opportunities.
• Work in an environment that supports professional growth while giving experienced tax professionals meaningful responsibility and client exposure.

Location

Latham, NY. This is a hybrid opportunity with at least 3 days per week on-site. We are ideally looking for someone who lives within approximately a 45-minute commute of the Latham office.

Note

Candidates must have 5+ years of public accounting experience, including experience reviewing complex tax returns and serving in an in-charge, supervisory, mentoring, or team leadership capacity.

About Us

We are an established regional accounting firm providing tax, audit, advisory, and consulting services to successful organizations throughout New York. Our team combines sophisticated technical resources with the personalized service and close client relationships of a regional firm. We invest in our people, encourage professional growth, and value collaboration, integrity, and excellent client service. Confidential Employer.

Job Description

• Lead tax engagements while coordinating staff, seniors, and other engagement team members.
• Review complex federal and state tax returns, workpapers, reports, and related deliverables for accuracy and quality.
• Provide thoughtful tax planning recommendations that consider clients' broader business goals and needs.
• Serve as a trusted client contact, answering tax questions and building strong professional relationships.
• Coach and mentor developing professionals while providing timely feedback and guidance.
• Identify tax issues, business opportunities, and potential solutions that add value for clients.
• Manage engagement budgets, timelines, workflow, and profitability.
• Assist clients with federal and state tax notices, regulatory matters, and tax audits.
• Communicate professionally with clients, attorneys, brokers, taxing authorities, and other outside advisors.
• Help develop new and existing client relationships while supporting the continued growth of the practice.

Qualifications

• 5+ years of public accounting experience required.
• Bachelor's or master's degree in accounting or a related discipline.
• Experience reviewing complicated tax returns and tax workpapers.
• Prior experience serving as an in-charge, mentor, supervisor, or people manager.
• Strong knowledge of federal and state tax compliance and tax planning.
• Strong client communication and relationship-management skills.
• Ability to manage multiple engagements, deadlines, and priorities.
• CPA or progress toward CPA certification preferred, but not required.

Why You Will Love Working Here

• Collaborative team environment with direct access to experienced professionals and leadership.
• Meaningful client contact rather than being removed from the client relationship.
• Clear opportunities to grow your technical, leadership, and business development capabilities.
• Professional development and CPA support.
• Generous paid holidays, vacation, and unlimited sick time.
• Comprehensive health benefits plus 401(k) and profit-sharing programs.
• A culture that values strong work, professional development, relationships, and long-term careers.