Tax Manager / Client Manager (CPA)

Orion Placement; Wilmington (DE); On-site; USD 110,000 - 165,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k) with employer match

Life insurance

Disability coverage

Additional benefit options

Job summary

Orion Placement is seeking a full-time tax advisor to join our Wilmington, Delaware team. You will own client relationships, prepare and review federal, state, and local returns, and provide proactive tax planning for individuals and businesses.

Join a collaborative firm where experienced professionals mentor less-experienced colleagues and opportunities for growth in advisory services are available. A Delaware CPA license and 4+ years of experience are required.

Qualifications

• Active Delaware CPA license.
• 4+ years of tax return preparation experience.
• Strong knowledge of tax accounting, compliance, corporate tax, and planning.
• Experience with QuickBooks Online/Desktop.
• Experience with CCH/Engagement.

Responsibilities

• 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 to reduce tax exposure and improve outcomes.
• Research tax issues and advise on changing regulations.
• Explain complex tax concepts clearly to clients.
• Maintain documentation across multiple client engagements.
• Manage multiple tax projects and deadlines with accuracy.
• Use tax technology including QuickBooks and CCH.
• Collaborate with colleagues to deliver comprehensive client solutions.

Skills

Tax return prep

Tax planning

Client communication

Project management

Education

Delaware CPA license

Tools

QuickBooks Online

QuickBooks Desktop

CCH

Engagement

Job description

• 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.