Tax Manager

Orion Placement; Westlake Village (CA); On-site; USD 135,000 - 150,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

Vision insurance

Job summary

Orion Placement is seeking an experienced tax professional for a senior on-site role in Westlake Village, CA. You will lead tax engagements, review returns, and mentor staff within a boutique CPA environment.

The ideal candidate holds an active CPA, 6+ years of public accounting tax, and hands-on experience managing client engagements. Expect collaboration with leadership, modern software adoption, and growth opportunities in a stable firm.

Qualifications

• Active CPA license required.
• 6+ years of public accounting tax experience; 8+ years preferred.
• Strong individual and business tax preparation and review experience.
• Experience supervising accounting staff, delegating work, and reviewing completed assignments.
• Ability to independently manage tax engagements and communicate directly with clients.
• Experience in a midsize or regional CPA firm preferred.
• Familiarity with Lacerte, Karbon, or similar tax and workflow software is a plus.
• Strong communication, organization, and problem‑solving skills.
• Collaborative, hands‑on approach and interest in continued career growth.

Responsibilities

• Manage tax engagements from preparation through final review, ensuring quality and timely delivery.
• Prepare and review individual and business tax returns, workpapers, and supporting documentation.
• Supervise, mentor, and support staff accountants while reviewing assignments and providing constructive feedback.
• Manage client relationships, answer tax-related questions, and provide dependable service.
• Research and resolve tax issues while maintaining technical accuracy and compliance.
• Collaborate with firm leadership to coordinate workloads, improve processes, and meet deadlines.
• Support the implementation of modern tax software, workflow systems, and productivity tools.
• Contribute to team development, process improvements, and the firm's continued growth.

Skills

CPA license

Public accounting tax experience

Tax return review

Staff supervision

Client engagements

Communication skills

Tools

Lacerte

Karbon

Job description

Pay: $135,000.00 - $150,000.00 per year

Why This Is a Great Opportunity

• Advance your tax career with an established CPA firm that values your expertise and contributions.
• Enjoy a hands‑on management role combining technical tax work, client relationships, and team leadership.
• Build your leadership skills while working closely with experienced firm professionals.
• Join a collaborative boutique environment with the stability and resources of a growing accounting organization.
• Enjoy staff bonuses, paid busy‑season overtime, healthcare, 401(k), and PTO.
• Benefit from investments in modern technology, professional development, and efficient workflows.

Location: Westlake Village, CA – Fully on‑site. Enjoy working closely with a supportive team in an established, professional office environment.

Note: An active CPA license and a strong background in public accounting tax are required. We're looking for someone comfortable reviewing tax returns, supervising staff, and managing client engagements who is excited to continue growing professionally.

About Us

Confidential Employer. We are an established boutique CPA firm dedicated to delivering exceptional tax and accounting services to individuals and businesses. Our team combines long‑standing client relationships with a collaborative, growth‑oriented environment. We invest in our people, modern technology, and opportunities for professional advancement.

Job Description

• Manage tax engagements from preparation through final review, ensuring quality and timely delivery.
• Prepare and review individual and business tax returns, workpapers, and supporting documentation.
• Supervise, mentor, and support staff accountants while reviewing assignments and providing constructive feedback.
• Manage client relationships, answer tax‑related questions, and provide dependable service.
• Research and resolve tax issues while maintaining technical accuracy and compliance.
• Collaborate with firm leadership to coordinate workloads, improve processes, and meet deadlines.
• Support the implementation of modern tax software, workflow systems, and productivity tools.
• Contribute to team development, process improvements, and the firm's continued growth.

Qualifications

• Active CPA license required.
• 6+ years of public accounting tax experience; 8+ years preferred.
• Strong individual and business tax preparation and review experience.
• Experience supervising accounting staff, delegating work, and reviewing completed assignments.
• Ability to independently manage tax engagements and communicate directly with clients.
• Experience in a midsize or regional CPA firm preferred.
• Familiarity with Lacerte, Karbon, or similar tax and workflow software is a plus.
• Strong communication, organization, and problem‑solving skills.
• Collaborative, hands‑on approach and interest in continued career growth.

Why You Will Love Working Here

You'll have the opportunity to make a meaningful difference without getting lost in a large corporate environment. We offer a supportive team, direct access to leadership, strong client relationships, and the resources to help you succeed.

JPC-2786

Benefits:

• 401(k)
• Health insurance
• Paid time off
• Vision insurance