Tax Managing Director (CPA | Public Accounting)

Orion Placement; Schaumburg (IL); Hybrid; USD 180,000 - 250,000; Full time

Benefits offered by this job

Annual bonus

Commission on new business

Hybrid schedule

Professional development opportunities

Job summary

Orion Placement in Schaumburg, IL is seeking a leader to guide the tax practice, overseeing complex engagements from planning to review and mentoring staff.

You will deliver proactive planning, research, and strategic guidance to high-value clients, while collaborating with leadership on growth initiatives in a hybrid environment.

Qualifications

• Active CPA license required.
• 5+ years of directly relevant public accounting tax experience.
• Current or recent CPA firm experience preferred.
• Strong knowledge of individual, corporate, partnership, and trust taxation.
• Experience with tax planning, compliance, technical review, and tax research.
• Demonstrated leadership or mentoring experience.
• Excellent client-facing communication skills.
• Strong organizational skills and ability to manage multiple engagements.
• Proficiency with professional tax software and Excel.
• Advanced degree in taxation or accounting preferred.
• Business development and networking experience preferred.

Responsibilities

• Lead complex individual, corporate, partnership, and trust tax engagements from planning through final review.
• Provide proactive tax planning, research, consulting, and strategic guidance to clients.
• Review complex tax returns for accuracy, compliance, and timely delivery.
• Manage and mentor tax professionals while overseeing workflow and standards.
• Build trusted client relationships and identify opportunities to expand services.
• Research federal, state, and local tax matters and communicate practical recommendations.
• Monitor evolving tax laws and regulations to keep the firm technically current.
• Collaborate with leadership on practice strategy and growth initiatives.
• Participate in business development and client networking activities.
• Manage competing priorities during busy season while maintaining high standards.

Skills

CPA license

Tax experience

Leadership

Client communication

Excel

Networking

Education

Advanced degree in taxation

Job description

• Lead and shape the tax practice of an established public accounting firm
• Take ownership of complex, high-value tax engagements and trusted client relationships
• Mentor talented tax professionals while influencing firmwide standards and strategy
• Advise individuals and businesses on sophisticated tax planning, compliance, and long-term financial decisions
• Earn additional upside through an annual bonus program and commission opportunity on qualifying new business
• Join a stable, professional environment where leadership, technical expertise, and client impact are highly valued

Location: Schaumburg, Illinois. This is a hybrid leadership role. During the approximately 13-week busy season, the position is fully in office. Outside busy season, the typical schedule is four days in office and one remote day, contingent on meeting individual billable-hour goals.

Note: A current CPA license, 5+ years of public accounting tax experience, and strong client-facing communication skills are required. Candidates must have experience working in a CPA firm environment.

About Us

We are an established Illinois public accounting firm known for delivering thoughtful, responsive tax and advisory services to individuals and businesses. Our team combines strong technical expertise with a collaborative, relationship-driven approach, helping clients address today's needs while planning proactively for the future. We value professionalism, quality work, accountability, and long-term client relationships. Confidential Employer.

Job Description

• Lead complex individual, corporate, partnership, and trust tax engagements from planning through final review
• Provide proactive tax planning, research, consulting, and strategic guidance to clients
• Review complex tax returns and ensure accuracy, compliance, quality, and timely delivery
• Manage and mentor tax professionals while overseeing workflow, performance, and technical standards
• Build trusted relationships with existing clients and identify opportunities to expand services
• Research complex federal, state, and local tax matters and communicate practical recommendations
• Monitor evolving tax laws and regulations and help ensure the firm remains technically current
• Collaborate with firm leadership on practice strategy, operational improvements, and growth initiatives
• Participate in business development, professional networking, and client relationship expansion
• Manage competing priorities effectively during busy season while maintaining high professional standards

Qualifications

• Active CPA license required
• 5+ years of directly relevant public accounting tax experience
• Current or recent CPA firm experience required
• Strong knowledge of individual, corporate, partnership, and trust taxation
• Experience with tax planning, compliance, technical review, and tax research
• Demonstrated leadership, mentoring, or team management experience
• Excellent written, verbal, and client-facing communication skills
• Strong organizational skills with the ability to manage multiple engagements and deadlines
• Proficiency with professional tax software, accounting tools, Microsoft Excel, and related technology
• Advanced degree in taxation, accounting, or a related discipline preferred
• Business development and professional networking experience preferred

Why You Will Love Working Here

• Meaningful leadership role with direct influence over clients, people, and practice growth
• Exposure to sophisticated tax matters and diverse client needs
• Opportunity to mentor professionals and help shape a high-performing tax team
• Strong emphasis on quality, professionalism, and long-term client relationships
• Hybrid flexibility outside busy season for professionals achieving performance expectations
• Annual bonus opportunity plus additional commission potential tied to qualifying business development
• Stable firm environment with room to make a visible impact