Tax Manager – Office Lead

Orion Placement; Erie (CO); Hybrid; USD 125,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Retirement plan

Vision insurance

Job summary

Orion Placement is seeking a CPA/EA-credentialed leader to take charge of an established tax office in Erie, CO. You will review and sign various tax returns, mentor staff, and guide tax season planning while maintaining high client service standards.

The role offers a hybrid schedule (three days in-office), generous paid time off, health insurance, and retirement benefits. You will drive process improvements and technology adoption for an efficient, forward-thinking practice.

Qualifications

• CPA or EA credential in good standing.
• 5+ years of experience preparing and reviewing Forms 1040, 1065, 1120-S, and multistate tax returns.
• 2+ years as final tax return reviewer and signer.
• 2+ years managing and developing tax teams.
• Strong knowledge of tax compliance and client advisory services.
• Experience with ATX or UltraTax preferred.

Responsibilities

• Lead the daily operations of an established tax office with focus on client service and efficient workflows.
• Review and sign individual, partnership, S corporation, and multistate returns with accuracy and compliance.
• Mentor and develop tax professionals to build a collaborative, high-performing team.
• Oversee tax season planning, deadlines, quality control, and client deliverables.
• Build relationships with business owners and high-net-worth individuals while providing tax guidance.
• Identify opportunities to improve processes and incorporate new technologies.
• Collaborate with remote team members to balance workloads and maintain service standards.
• Contribute to growth and success of the practice through leadership and client relationships.

Skills

Leadership

Communication

Mentoring

Problem solving

Technology minded

Education

CPA or EA credential

Tools

ATX

UltraTax

Job description

Why This Is a Great Opportunity

• Take ownership of an established tax practice where you'll have the freedom to lead, make decisions, and shape the future of your office.
• Enjoy uncapped production-based bonuses and incentives that directly reward your contributions and the growth of the practice.
• Lead and develop a talented team while building meaningful relationships with business owners and high-net-worth clients.
• Enjoy a flexible hybrid schedule with just three days in the office each week.
• Receive generous paid time off, health insurance, and retirement benefits designed to support your well-being.
• Make a real impact by introducing innovative technology, improving processes, and helping build a more efficient, forward-thinking tax practice.

Pay: $125,000.00 - $150,000.00 per year

Location: Erie, CO – Hybrid. Enjoy the flexibility of working three days per week in our office while collaborating with a supportive team and maintaining a healthy work-life balance.

Note: Qualified candidates must hold an active CPA or EA credential, have 5+ years of experience with individual, business, and multistate tax returns (Forms 1040, 1065, and 1120-S), 2+ years serving as a final tax return reviewer and signer, and 2+ years managing tax teams.

About Us

We are a growing, full-service accounting and tax advisory firm dedicated to helping business owners, entrepreneurs, and individuals navigate complex financial needs with confidence. We combine personalized service with modern technology to deliver exceptional results.Our team values innovation, collaboration, professional growth, and meaningful client relationships. We believe talented professionals should have the autonomy to make an impact, the resources to succeed, and the opportunity to grow alongside the business.Confidential Employer.

Job Description

• Lead the daily operations of an established tax office while ensuring exceptional client service and efficient workflows.
• Review and sign individual, partnership, S corporation, and multistate tax returns with a strong focus on accuracy and compliance.
• Manage, mentor, and develop tax professionals while creating a collaborative, high-performing team environment.
• Oversee tax season planning, deadlines, quality control, and client deliverables.
• Build lasting relationships with business owners and high-net-worth individuals while providing valuable tax guidance.
• Identify opportunities to improve processes, streamline operations, and introduce new technologies.
• Collaborate with remote team members to balance workloads and maintain excellent service standards.
• Contribute to the continued growth and success of the practice through outstanding leadership and client relationships.

Qualifications

• Active CPA or EA credential in good standing.
• 5+ years of experience preparing and reviewing Forms 1040, 1065, 1120-S, and multistate tax returns.
• 2+ years of experience serving as a final tax return reviewer and signer.
• 2+ years of experience managing and developing tax teams.
• Strong knowledge of tax compliance, review processes, and client advisory services.
• Experience with professional tax software, ideally ATX or UltraTax.
• Excellent leadership, communication, and organizational skills.
• A proactive mindset with an interest in technology, process improvements, and modern tax practices.

Why You Will Love Working Here

• You'll earn a competitive base salary of $125,000 to $150,000, depending on experience, plus uncapped production-based bonuses and incentives.
• You'll have the opportunity to lead an established office with the independence to make important decisions and directly influence its success.
• You'll enjoy a flexible hybrid schedule that allows you to balance meaningful in-person collaboration with time outside the office.
• You'll receive comprehensive benefits, including health insurance, a retirement plan, and generous paid time off that goes well beyond typical industry offerings.
• You'll work with a supportive team that values your expertise, encourages fresh ideas, and embraces new technology.
• You'll have the opportunity to mentor talented professionals, build lasting client relationships, and see the direct impact of your leadership.
• You'll be part of a forward-thinking organization that rewards initiative, values work-life balance, and gives you the tools to grow professionally.

JPC-2470

Benefits

• Health insurance
• Paid time off
• Retirement plan
• Vision insurance