Tax Manager: Lead Engagements & Client Strategy

Orion Placement; Latham (NY); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k)

Health insurance

Life insurance

Paid time off

Retirement plan

Vision insurance

Job summary

Orion Placement is seeking a Senior Tax Engagement Lead in the Latham, NY area for a hybrid role with at least three days on-site each week.

Lead tax engagements, mentor staff, review complex federal and state returns, and provide planning recommendations aligned with clients’ business goals.

Join a collaborative regional firm offering meaningful client exposure, professional development, generous PTO, health benefits, and CPA support.

Qualifications

• 5+ years of public accounting experience.
• Experience reviewing complicated tax returns and tax workpapers.
• In-charge, mentor, supervisor, or people manager experience.
• CPA or progress toward CPA certification preferred.

Responsibilities

• 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.

Skills

Leadership

Mentoring

Client communication

Tax planning

Budget management

Engagement management

Education

Bachelor's or Master’s in Accounting

Job description

Orion Placement is seeking a Senior Tax Engagement Lead in the Latham, NY area for a hybrid role with at least three days on-site each week.

Lead tax engagements, mentor staff, review complex federal and state returns, and provide planning recommendations aligned with clients’ business goals.

Join a collaborative regional firm offering meaningful client exposure, professional development, generous PTO, health benefits, and CPA support.