Tax Accountant

Orion Placement

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profile Job Location:

Greenfield, IN - USA

profile Yearly Salary: $ 75000 - 120000
Posted on: 6 hours ago
Vacancies: 1 Vacancy

Job Summary

Pay: $75000.00 - $120000.00 per year

Why This Is a Great Opportunity

  • Join a fast-growing high-reputation tax and advisory firm where your growth tracks directly with the firms growth
  • Do meaningful work beyond compliance: proactive tax planning advisory and real business-owner impact
  • Own your own client relationships like an Account Manager (not a back-office preparer)
  • Clear runway to level up into senior work advisory leadership and long-term career stability
  • Work with a modern forward-thinking team that values proactive planning and doing things the right way

Location: On-site in Greenfield WI (with potential hybrid flexibility after year 1 based on performance and circumstances).

Note: Must have an active EA or CPA license or be on track to obtain EA/CPA within 1 year. Permanent U.S. work authorization required (no sponsorship now or in the future).

About Our Client

Our client is a highly regarded tax planning and advisory firm serving business owners real estate investors and high net worth individuals. Theyre known for proactive (not reactive) planning a holistic virtual family office approach and a strong local reputation.

Job Description

  • Manage a portfolio of small business and individual clients as the primary point of contact
  • Prepare and review business and individual tax returns with accuracy and confidence
  • Deliver proactive tax planning and year-round advisory (not just busy-season prep)
  • Build and present financial statements and planning insights for clients
  • Consult with business owners on strategy growth and tax-saving opportunities
  • Partner with internal specialists and planning resources to support comprehensive client outcomes
  • Help improve workflows and contribute to a modern service-forward client experience

Qualifications

  • EA or CPA license or ability to obtain within 1 year
  • Experience in tax preparation (individual and/or business) in public accounting or similar environment
  • Strong client communication skills and comfort owning relationships
  • Organized detail-oriented and able to manage multiple deadlines
  • Interested in proactive tax planning and advisory work (not just compliance)

Why You Will Love Working Here

  • A proactive consultative culture with room to grow fast if youre motivated
  • Team-forward environment with strong standards and real support
  • Work thats impactful: helping clients keep more of what they earn and build long-term wealth
  • Career stability with a firm thats growing and investing in its people

JPC-671

Job Type: Full-time

Benefits:

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

Requirements: Must-haves: 1 yr accounting exp EA or CPA or ability to obtain within 1 yr (ie. actively pursuing EA/CPA and have passed some parts) Preferred: Public accounting tax exp. Must have Perm U.S. work authorization

  • Additional context: Relocation- open. Packages - open

Submissions Name / Nicholas:

Quick Recruiter Reference (Internal Summary)

Milwaukee-area tax planning/advisory firm with a proactive holistic virtual family office model serving business owners and higher-end clients. This Tax Accountant is an account-manager style role owning client relationships across tax prep tax planning and advisory. Must have EA/CPA (or can get within 1 year) and must have permanent U.S. work authorization.

Recruiters Submission: To submit cancel - Tax Accountant Dolen Tucker Tierney & Abraham - JPC 670 - Source

**New Job Order Alert**

  • Client job title: Tax Accountant

  • Location: Greenfield WI

  • On-site hybrid remote: On-site

  • Experience: 1

  • Good fit job titles/keywords for candidates: Tax Accountant Staff Accountant Tax Public Accounting Tax Tax Preparer Tax Associate Small Business Tax Business Tax Individual Tax Tax Planning Tax Advisor Client Accounting Services (CAS) Accounting Associate EA Enrolled Agent CPA CPA Candidate

  • # of hires needed: 1

  • Open or not to recruiters on TE: NO

  • Job posting strategy (bottom of package details): 1 yrs exp soft license deal breaker Milwaukee nearby. Not bad

Pay: $75000.00 - $120000.00 per year Why This Is a Great Opportunity Join a fast-growing high-reputation tax and advisory firm where your growth tracks directly with the firms growthDo meaningful work beyond compliance: proactive tax planning advisory and real business-owner impactOwn your own clien...
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Key Skills

  • Tax Experience
  • Accounting Software
  • GAAP
  • QuickBooks
  • Accounting
  • Sage
  • Account Reconciliation
  • Analysis Skills
  • Research Experience
  • SOX
  • Microsoft Excel
  • Financial Analysis