Tax Solutions Lead - Build a National Platform

Orion Placement; Arden Hills (MN); Hybrid; USD 95,000 - 150,000; Full time

Benefits offered by this job

Dental insurance

Retirement plan

Vision insurance

Job summary

Orion Placement is seeking a tax professional to launch and grow a centralized tax support function for advisors and their end clients. You will prepare and review individual and business tax returns and support planning conversations, as appropriate for your background.

Collaborate with advisors, internal teams, and marketing to deliver a high-touch service experience, translate complex tax topics into plain-English guidance, and help scale the service line nationwide.

Qualifications

• 3+ years of hands-on individual and/or business tax experience (1040, 1065, 1120, 1120S experience helpful)
• Comfortable being client-facing and partnering with non-tax stakeholders (advisors, producers, internal teams)
• Strong written and verbal communication skills with a service mindset
• Tech-forward and interested in modern tax workflows (CCH experience is a plus)
• CPA or EA is strongly preferred, but not required if experience is strong]
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Responsibilities

• Help launch and grow a centralized tax support function serving advisors and their end clients
• Prepare and review individual and business tax returns and support planning conversations (as appropriate for your background)
• Partner closely with advisors, internal teams, and marketing to deliver a high-touch service experience
• Gather and organize client information, clarify open items, and translate complex tax topics into plain-English guidance
• Improve workflows, templates, and processes as the new tax service line scales
• Leverage tax technology tools (they recently transitioned to CCH) and help drive adoption and efficiency
• Support compliance, documentation, and timely filing while maintaining a strong client experience

Skills

Client-facing communication

Written and verbal communication

Tech-savvy

Education

CPA or EA preferred

Tools

CCH Tax

Job description

Orion Placement is seeking a tax professional to launch and grow a centralized tax support function for advisors and their end clients. You will prepare and review individual and business tax returns and support planning conversations, as appropriate for your background.

Collaborate with advisors, internal teams, and marketing to deliver a high-touch service experience, translate complex tax topics into plain-English guidance, and help scale the service line nationwide.