Tax Senior: Client Advisory & Mentoring (On-Site FL)

Orionplacement; The Villages (FL); On-site; USD 86,000 - 115,000; Full time

Benefits offered by this job

Dental insurance

Health insurance

Life insurance

Paid time off

Retirement plan

Vision insurance

Job summary

Orionplacement in Florida is seeking a Tax Senior to prepare complex individual and business returns, conduct tax research, and guide clients through projections. The role is full-time on-site with openings in Ocala, FL and The Villages, FL, offering strong benefits and growth opportunities.

The position requires an active CPA license and a Bachelor's degree in Accounting, plus 3+ years of tax or public accounting experience, with opportunities to mentor junior staff and lead client engagements.

Qualifications

• Active CPA license required.
• Bachelor's degree in Accounting required.
• Experience preparing complex tax returns, conducting tax research, and completing tax projections.
• Strong client communication and customer service skills.
• Ability to work independently while contributing to a collaborative team.
• Positive, hardworking, adaptable, and proactive approach.
• Interest in mentoring others and continuing to grow professionally.

Responsibilities

• Prepare complex individual and business tax returns with increasing independence.
• Perform tax research, planning, and projections to help clients make informed financial decisions.
• Communicate directly with clients and build trusted, long-term relationships.
• Train and support newer team members on tax processes, procedures, and firm methodology.
• Begin reviewing tax returns and tax-related work as you progress toward the next level.
• Identify additional ways our tax and accounting services can support existing clients.
• Participate in community networking and relationship-building opportunities.
• Bring forward ideas that improve our processes, client experience, and overall firm performance.

Skills

Client communication

Customer service

Independent work

Team collaboration

Education

Bachelor's degree in Accounting

Job description

Orionplacement in Florida is seeking a Tax Senior to prepare complex individual and business returns, conduct tax research, and guide clients through projections. The role is full-time on-site with openings in Ocala, FL and The Villages, FL, offering strong benefits and growth opportunities.

The position requires an active CPA license and a Bachelor's degree in Accounting, plus 3+ years of tax or public accounting experience, with opportunities to mentor junior staff and lead client engagements.