Tax Manager / Client Manager (CPA)

Orion Placement; Wilmington (DE); Vor Ort; USD 120.000 - 180.000; Vollzeit

Benefits dieser Stelle

Health insurance

401(k) with employer match

Paid time off

Life insurance

Disability coverage

Additional benefit options

Zusammenfassung

Orion Placement is seeking an experienced tax professional for an on-site role in Wilmington, DE. You will manage ongoing relationships with individual and business tax clients, prepare federal/state/local returns, and provide proactive planning to reduce tax exposure.

Join a full-service accounting and advisory team focused on delivering strategic financial services in a collaborative, client-facing environment. Delaware CPA and 4+ years of experience are required.

Qualifikationen

• Active Delaware CPA license required.
• 4+ years of individual and business tax return preparation experience.
• Strong knowledge of tax accounting, compliance, corporate tax and tax planning.
• Experience managing tax clients and providing consultative guidance.
• Experience with QuickBooks Online/Desktop required.
• CCH, Engagement or comparable software experience preferred.

Aufgaben

• Manage ongoing relationships with individual and business tax clients.
• Prepare and review federal, state, and local tax returns and supporting workpapers.
• Provide proactive tax planning and identify opportunities to reduce tax exposure.
• Research tax issues and help clients navigate changing regulations.
• Explain complex tax concepts clearly to clients.
• Maintain documentation and financial records across client engagements.
• Manage multiple tax projects and deadlines with accuracy and responsiveness.
• Use accounting and tax technology including QuickBooks, CCH, Engagement, and similar platforms.
• Collaborate with colleagues across services to deliver client solutions.

Kenntnisse

Client relations

Tax advisory

Communication

Analytical thinking

Ausbildung

Delaware CPA license

Tools

QuickBooks Online

QuickBooks Desktop

CCH/Engagement

Jobbeschreibung

• Own meaningful client relationships and become a trusted tax advisor to individuals and growing businesses.
• Join a well-established, full-service accounting and advisory team where tax professionals have direct impact on client success.
• Work across tax preparation, planning, compliance, and strategic advisory instead of being limited to production-only work.
• Gain exposure to complex individual and business tax matters while working closely with clients and experienced professionals.
• Enjoy a strong benefits package including health insurance, paid time off, 401(k) with employer match, life insurance, disability coverage, and additional benefit options.
• Build long-term career value in a collaborative environment that combines technical accounting expertise with client-facing advisory work.

Location:

This is a full-time, on-site opportunity in Wilmington, Delaware, ideal for someone who enjoys in-person collaboration and direct client interaction.

Note:

Candidates must have an active Delaware CPA license and 4+ years of experience preparing individual and business tax returns. This position requires working in person in Wilmington.

About Us

We are a full-service tax accounting and advisory firm focused on helping businesses and individuals make smarter financial decisions. Our team provides tax preparation, tax planning, accounting, advisory, and strategic financial services while building long-term relationships with the clients we serve. We believe great accountants do more than prepare returns; they become trusted advisors. Confidential Employer.

Job Description

• Manage ongoing relationships with individual and business tax clients.
• Prepare and review federal, state, and local individual and business tax returns and supporting workpapers.
• Provide proactive tax planning and identify opportunities to reduce tax exposure and improve financial outcomes.
• Research tax issues and help clients navigate changing federal, state, and local tax regulations.
• Explain complex tax concepts clearly and confidently to clients.
• Maintain accurate documentation and financial records across multiple client engagements.
• Manage multiple tax projects and deadlines while maintaining a high level of accuracy and responsiveness.
• Use accounting and tax technology including QuickBooks, CCH, Engagement, and similar platforms.
• Collaborate with colleagues across accounting and advisory services to deliver comprehensive client solutions.

Qualifications

• Active CPA license in Delaware required.
• 4+ years of individual and business tax return preparation experience required.
• Strong knowledge of tax accounting, tax compliance, corporate tax, and tax planning.
• Experience managing tax clients and providing consultative guidance.
• Experience with QuickBooks Online and Desktop required.
• CCH, Engagement, or comparable tax and accounting software experience preferred.
• Strong analytical, organizational, communication, and problem-solving skills.
• Ability to manage multiple engagements and deadlines accurately.

Why You Will Love Working Here

• You will have real ownership of client relationships and the opportunity to become a valued advisor.
• You will work with a broad mix of individual and business clients, keeping the work interesting and challenging.
• You will be part of a collaborative, professional environment where strong performance and client service are recognized.
• You will receive a competitive benefits package designed to support your health, financial security, and long-term career.
• You will have opportunities to deepen both your technical tax expertise and your client-management skills.