Accounting And Tax Manager; CPA — Director Track

Position: Accounting And Tax Manager (CPA) — Director Track

Accounting And Tax Manager (CPA) — Director Track

Orivon Advisory Group is a boutique advisory firm (approx. $1.6M revenue) helping founders and middle‑market operators move from complexity to clarity—and from clarity to scale. We blend strategic finance, tax & compliance, and CFO services to deliver measurable outcomes.

The Opportunity

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.

What You’ll Do

• 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.

Technical Accounting & Tax

• 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 work papers, returns, and financial statements; maintain audit‑ready documentation.

Practice Management

• 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.

Compliance & Risk

• 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/Net Suite/Xero; CCH/Ultra Tax/Drake; workflow/BI; OCR/AI tools).
• Comfort presenting to owners, boards, lenders, and regulators.

What Success Looks Like (6–12 months)

• 100% on‑time close and filing cadence across the portfolio.
• Standardized workflows that cut cycle times 20–30%.
• Bench plan in place; documented playbooks for recurring work.
• Demonstrated leadership impact toward Director track.
• Bonus Target:
  12–20% of base (up to 25% for CFO/turnaround impact) tied to portfolio margin, collections/DSO, on‑time delivery, and client NPS.
• Health, dental, vision; 401(k) with match; CPA license & CPE support.
• Hybrid/flexible work; periodic on‑site client visits.

Work Model

Hybrid within Orlando, FL;
Atlanta, GA; or Jacksonville, FL
. Occasional travel for client meetings, team summits, or audits.

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