Tax Manager: Lead Tax Planning & Client Advisory

Orion Placement; Pleasant Grove (UT); Vor Ort; USD 90.000 - 125.000; Vollzeit

Benefits dieser Stelle

Bonus opportunities

Health insurance

Dental insurance

Life insurance

Retirement plan

Paid time off

Zusammenfassung

Orion Placement in Pleasant Grove, Utah is seeking a tax professional with 3+ years of public accounting experience to lead multiple tax engagements from planning through completion.

The role emphasizes reviewing federal and state returns for partnerships, S corporations, C corporations, and individuals, while identifying planning opportunities and advising clients. This in-office position offers mentorship, client interaction, and opportunities to advance toward CPA licensure.

Qualifikationen

• Bachelor's degree in Accounting or closely related field.
• Active CPA license or substantial progress toward licensure.
• 3+ years of public accounting tax experience.
• Experience reviewing partnership, S corporation, C corporation, and individual tax returns.
• Experience managing multiple client engagements.
• Prior experience supervising or mentoring staff.
• Strong client communication and relationship-building skills.
• Experience with tax planning and consulting.
• Ability to work full-time in the Pleasant Grove, Utah office.
• Experience with high-net-worth clients, multistate taxation, ASC 740, business transactions, or Big 4 experience is a plus.

Aufgaben

• Manage multiple tax engagements from planning through completion.
• Review federal and state income tax returns for partnerships, S corporations, C corporations, individuals, and other pass-through entities.
• Identify tax planning opportunities and provide strategic recommendations to clients.
• Research complex tax issues and communicate practical solutions.
• Consult with clients regarding business, tax, and financial matters.
• Supervise, mentor, train, and review the work of staff accountants.
• Manage engagement budgets, staffing, and deadlines while maintaining high-quality client service.
• Review estimated tax calculations and multistate tax filings.
• Assist with business transactions, entity structuring, mergers, acquisitions, and other consulting engagements.
• Stay current on changing tax laws and industry developments.

Kenntnisse

Tax planning

Client communication

Relationship building

Mentoring staff

Ausbildung

Bachelor's degree in Accounting

Jobbeschreibung

Orion Placement in Pleasant Grove, Utah is seeking a tax professional with 3+ years of public accounting experience to lead multiple tax engagements from planning through completion.

The role emphasizes reviewing federal and state returns for partnerships, S corporations, C corporations, and individuals, while identifying planning opportunities and advising clients. This in-office position offers mentorship, client interaction, and opportunities to advance toward CPA licensure.