Orivon Advisory Group
Accounting & Tax Manager (CPA) — Director Track
Orivon Advisory Group, Florida, New York, United States
USA (Orlando, Atlanta, or Jacksonville) – Hybrid work model.
Role Overview We’re hiring a seasoned
Accounting & Tax Manager (Active CPA)
who can lead client engagements end‑to‑end,
serve as a fractional CFO
when needed, and grow into a
Director
role. You’ll own a portfolio, mentor a small team, and help build the systems that let a small firm punch above its weight.
Base Pay Range $125,000.00/yr – $150,000.00/yr
Responsibilities
Act as lead advisor and fractional CFO for select clients (forecasting, cash flow, KPI dashboards, board/lender packs).
Translate strategy into operating plans; run monthly/quarterly business reviews.
Oversee full‑cycle accounting and close (multi‑entity, multi‑state; GAAP compliance).
Lead complex
tax preparation
(C‑corp, S‑corp, partnerships, trusts, HNW) and
tax resolution/controversy
(IRS/state notices, payment plans, penalty abatement, OIC).
Review and sign off on workpapers, returns, and financial statements; maintain audit‑ready documentation.
Manage and develop seniors/staff; establish QA standards and repeatable workflows.
Champion automation and AI‑assisted tooling to reduce cycle times and errors.
Scope engagements, price profitably, expand key accounts; partner with leadership on proposals/SOWs.
Own compliance calendars; ensure on‑time filings and payments across jurisdictions.
Monitor regulatory changes (IRS, state, FASB) and implement policy/process updates.
What Makes You a Fit Must‑Haves
10+ years
in a
CPA practice
with progressive responsibility.
5+ years
as a
Manager
leading teams and client portfolios.
Demonstrated
fractional‑CFO
capability for small/mid‑market clients.
Deep experience in
tax prep
and
tax resolution
(controversy).
Builder’s mindset: process design, documentation, and coaching.
Nice‑to‑Haves
Multi‑entity/multi‑state/SALT exposure; industry depth in healthcare, tech/SaaS, professional services, logistics/e‑commerce, or nonprofits.
Fluency with modern stacks (QBO Advanced/NetSuite/Xero; CCH/UltraTax/Drake; workflow/BI; OCR/AI tools).
Comfort presenting to owners, boards, lenders, and regulators.
Location Hybrid within Orlando, Atlanta, or Jacksonville.
Application Apply here:
https://lnkd.in/g-twnb7H
Seniorilty Level Director
Employment Type Full‑time
Job Function Accounting / Auditing and Finance
Industry Accounting and Financial Services
Recruiter Orivon Advisory Group
#J-18808-Ljbffr
Role Overview We’re hiring a seasoned
Accounting & Tax Manager (Active CPA)
who can lead client engagements end‑to‑end,
serve as a fractional CFO
when needed, and grow into a
Director
role. You’ll own a portfolio, mentor a small team, and help build the systems that let a small firm punch above its weight.
Base Pay Range $125,000.00/yr – $150,000.00/yr
Responsibilities
Act as lead advisor and fractional CFO for select clients (forecasting, cash flow, KPI dashboards, board/lender packs).
Translate strategy into operating plans; run monthly/quarterly business reviews.
Oversee full‑cycle accounting and close (multi‑entity, multi‑state; GAAP compliance).
Lead complex
tax preparation
(C‑corp, S‑corp, partnerships, trusts, HNW) and
tax resolution/controversy
(IRS/state notices, payment plans, penalty abatement, OIC).
Review and sign off on workpapers, returns, and financial statements; maintain audit‑ready documentation.
Manage and develop seniors/staff; establish QA standards and repeatable workflows.
Champion automation and AI‑assisted tooling to reduce cycle times and errors.
Scope engagements, price profitably, expand key accounts; partner with leadership on proposals/SOWs.
Own compliance calendars; ensure on‑time filings and payments across jurisdictions.
Monitor regulatory changes (IRS, state, FASB) and implement policy/process updates.
What Makes You a Fit Must‑Haves
10+ years
in a
CPA practice
with progressive responsibility.
5+ years
as a
Manager
leading teams and client portfolios.
Demonstrated
fractional‑CFO
capability for small/mid‑market clients.
Deep experience in
tax prep
and
tax resolution
(controversy).
Builder’s mindset: process design, documentation, and coaching.
Nice‑to‑Haves
Multi‑entity/multi‑state/SALT exposure; industry depth in healthcare, tech/SaaS, professional services, logistics/e‑commerce, or nonprofits.
Fluency with modern stacks (QBO Advanced/NetSuite/Xero; CCH/UltraTax/Drake; workflow/BI; OCR/AI tools).
Comfort presenting to owners, boards, lenders, and regulators.
Location Hybrid within Orlando, Atlanta, or Jacksonville.
Application Apply here:
https://lnkd.in/g-twnb7H
Seniorilty Level Director
Employment Type Full‑time
Job Function Accounting / Auditing and Finance
Industry Accounting and Financial Services
Recruiter Orivon Advisory Group
#J-18808-Ljbffr