Tax Manager (CPA or EA)

Orion Placement; Cleveland (OH); Hybrid; USD 110,000 - 180,000; Full time

Benefits offered by this job

401(k) match

Company-paid life insurance

Short-term and long-term disability

Self-managed PTO

Job summary

Orion Placement seeks a Tax Manager to lead client engagements for individuals and small businesses. You will review complex tax work, provide strategic guidance, and mentor staff, while expanding advisory services and ensuring timely delivery.

Join a collaborative firm that values autonomy, strong client service, and flexible work options. On-site or hybrid work with competitive benefits and a CPA/EA credential preferred.

Qualifications

• Active CPA or Enrolled Agent (EA) credential required.
• 6+ years of professional tax compliance experience.
• Strong experience with both individual and business tax returns.
• Bachelor's degree in accounting required.
• Experience with corporate, partnership, and trust taxation strongly preferred.
• Working knowledge of multistate income and franchise taxation preferred.
• Strong tax research, organizational, written, and verbal communication skills.
• Ability to manage multiple engagements while providing excellent client service.
• Previous staff supervision, delegation, or mentoring experience strongly preferred.
• Business development experience is a plus.

Responsibilities

• Review business, trust, and individual income tax returns for accuracy, completeness, and technical quality.
• Manage tax engagements from initial planning through execution, review, and final client delivery.
• Identify tax issues and planning opportunities while developing practical recommendations that improve client outcomes.
• Serve as a primary point of contact for assigned clients and build trusted, long-term advisory relationships.
• Manage multiple client projects, priorities, deadlines, and staff assignments simultaneously.
• Delegate work effectively, review staff work, provide feedback, and help develop team members’ technical skills.
• Collaborate with leadership on engagement status, client needs, tax strategies, and emerging issues.
• Research federal and state tax matters and apply current tax developments to moderately complex client situations.
• Support client development and identify opportunities to provide additional value through planning and advisory services.

Skills

Client service

Communication

Tax research

Mentoring

Time management

Business development

Education

Bachelor's degree in accounting

Job description

• Step into a true Tax Manager role where you will lead client engagements, review complex tax work, and serve as a trusted advisor to individuals and small business owners.


• Expand beyond tax compliance into meaningful tax planning, problem-solving, client strategy, and proactive advisory work.


• Manage engagements from planning through final delivery while building strong, long-term client relationships.


• Lead and develop tax staff through delegation, review, coaching, and hands-on mentorship.


• Join a collaborative accounting firm that values professional autonomy, strong client service, flexibility, and quality work.


• Enjoy on-site or hybrid flexibility, flexible work hours, bonus opportunities, a 401(k) with company match, self-managed PTO with tax-season restrictions, and company-paid life and disability insurance.

Location: This is a full-time opportunity based in Cleveland, Ohio, with both on-site and hybrid work options. We value collaboration while offering flexibility for experienced professionals who can successfully manage clients, engagements, and deadlines.

Note: Candidates must have an active CPA or Enrolled Agent (EA) credential and 6+ years of professional tax compliance experience, including individual and business taxation. A bachelor’s degree in accounting is also required.

About Us

We are an established regional accounting and advisory firm focused on helping individuals and small businesses make confident financial and tax decisions. Our services include tax compliance and planning, accounting, payroll, financial reporting, business consulting, and CFO support. We combine technical expertise with responsive, personalized client service.Confidential Employer.

Job Description

• Review business, trust, and individual income tax returns for accuracy, completeness, and technical quality.


• Manage tax engagements from initial planning through execution, review, and final client delivery.


• Identify tax issues and planning opportunities while developing practical recommendations that improve client outcomes.


• Serve as a primary point of contact for assigned clients and build trusted, long-term advisory relationships.


• Manage multiple client projects, priorities, deadlines, and staff assignments simultaneously.


• Delegate work effectively, review staff work, provide feedback, and help develop team members’ technical skills.


• Collaborate with leadership on engagement status, client needs, tax strategies, and emerging issues.


• Research federal and state tax matters and apply current tax developments to moderately complex client situations.


• Support client development and identify opportunities to provide additional value through planning and advisory services.

Qualifications

• Active CPA or Enrolled Agent (EA) credential required.


• 6+ years of professional tax compliance experience.


• Strong experience with both individual and business tax returns.


• Bachelor’s degree in accounting required.


• Experience with corporate, partnership, and trust taxation strongly preferred.


• Working knowledge of multistate income and franchise taxation preferred.


• Strong tax research, organizational, written, and verbal communication skills.


• Ability to manage multiple engagements while providing excellent client service.


• Previous staff supervision, delegation, or mentoring experience strongly preferred.


• Business development experience is a plus.

Why You Will Love Working Here

• You will have meaningful ownership of client relationships instead of being limited to preparation work.


• You will work closely with leadership and have an opportunity to influence both client outcomes and team development.


• Our hybrid flexibility and flexible scheduling support experienced professionals who can manage their responsibilities independently.


• You will receive a strong benefits package including a 401(k) match, self-managed PTO with tax-season restrictions, and company-paid life and short-term and long-term disability insurance.


• We maintain a professional but approachable environment without an unnecessarily formal dress code outside of client-facing situations.


• You will have opportunities to deepen your technical tax expertise while expanding your leadership, advisory, and client-management responsibilities.