Tax Manager | Public Accounting

Orion Placement; Latham (NY); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401(k) with profit sharing

Generous paid time off

Professional dues support

CPA exam reimbursement

Bonus opportunities

Job summary

Orion Placement in Latham, NY is seeking a senior tax professional to lead engagements, mentor staff, and strengthen client relationships from our hybrid office. The role emphasizes reviewing complex returns, providing planning guidance, and contributing to practice growth with high-quality service for regional clients.

The position requires 5+ years in public accounting, CPA progress preferred, and a commitment to client service and professional development within a collaborative regional firm.

Qualifications

• 5+ years of public accounting experience required.
• Bachelor's or master's degree in accounting or related discipline.
• Experience reviewing complicated tax returns and tax workpapers.
• Prior experience serving as an in-charge, mentor, supervisor, or people manager.
• Strong knowledge of federal and state tax compliance and tax planning.
• Strong client communication and relationship-management skills.
• Ability to manage multiple engagements, deadlines, and priorities.
• CPA or progress toward CPA certification preferred, but not required.

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 relationships

Tax planning

Project management

Education

Bachelor's or Master's in Accounting

Job description

• Step into a visible leadership role where you can influence client strategy, mentor talented professionals, and help shape successful engagements.
• Build meaningful, long-term client relationships while working on complex tax compliance, planning, and advisory matters.
• Join a collaborative regional accounting firm that combines strong technical resources with a personalized team environment.
• Continue developing your leadership and technical skills through structured career and professional development opportunities.
• Enjoy a strong benefits package including medical, dental and vision coverage, 401(k) and profit sharing, generous paid time off, professional dues support, and CPA exam reimbursement and bonus opportunities.
• Work in an environment that supports professional growth while giving experienced tax professionals meaningful responsibility and client exposure.

Location:

Latham, NY. This is a hybrid opportunity with at least 3 days per week on-site. We are ideally looking for someone who lives within approximately a 45-minute commute of the Latham office.

Note:

Candidates must have 5+ years of public accounting experience, including experience reviewing complex tax returns and serving in an in-charge, supervisory, mentoring, or team leadership capacity.

About Us

We are an established regional accounting firm providing tax, audit, advisory, and consulting services to successful organizations throughout New York. Our team combines sophisticated technical resources with the personalized service and close client relationships of a regional firm. We invest in our people, encourage professional growth, and value collaboration, integrity, and excellent client service. Confidential Employer.

Job Description

• 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.

Qualifications

• 5+ years of public accounting experience required.
• Bachelor's or master's degree in accounting or a related discipline.
• Experience reviewing complicated tax returns and tax workpapers.
• Prior experience serving as an in-charge, mentor, supervisor, or people manager.
• Strong knowledge of federal and state tax compliance and tax planning.
• Strong client communication and relationship-management skills.
• Ability to manage multiple engagements, deadlines, and priorities.
• CPA or progress toward CPA certification preferred, but not required.

Why You Will Love Working Here

• Collaborative team environment with direct access to experienced professionals and leadership.
• Meaningful client contact rather than being removed from the client relationship.
• Clear opportunities to grow your technical, leadership, and business development capabilities.
• Professional development and CPA support.
• Generous paid holidays, vacation, and unlimited sick time.
• Comprehensive health benefits plus 401(k) and profit-sharing programs.
• A culture that values strong work, professional development, relationships, and long-term careers.