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Open nowFirst seen 5 days ago

Director of Tax

Orion Placement1,371 open roles

Pay
$95,000 – $150,000 a year
Where
Arden Hills, Minnesota, United States
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Your applicationOpen nowDirector of TaxOrion Placement · Arden Hills, Minnesota, United States
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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market. Orion Placement postings stay open a median of 1 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: first seen 5 days ago

Orion Placement median: 1 days open

The posting

Pay: $95,000.00 - $150,000.00 per year

Why This Is a Great Opportunity

  • Build a brand-new tax support offering from the ground up and become the go-to person for a fast-growing national platform
  • Work directly with independent advisors and internal partners where your communication skills matter as much as your tax chops
  • Get real ownership and visibility while still having a team around you (CFPs, marketing support, legal partners, ops)
  • Grow your career in a role that can expand quickly as the service line scales nationwide
  • Competitive comp with upside based on impact and growth

Location: Hybrid in Arden Hills, MN with 1 remote day per week (with potential flexibility for the right person)

Note: Must have 3+ years of hands-on individual and or business tax experience (public accounting or in-house). Client-facing communication is required.

About Our Client

Our client is a national financial services platform supporting independent advisors and agents across the country. They combine asset management, marketing support, and in-house planning resources to help producers grow and better serve clients — and theyre investing in expanding tax support as a key part of that mission.

Job Description

  • 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

Qualifications

  • 3+ years of experience in individual and or business tax (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

Why You Will Love Working Here

Youll join a growth-minded team that values communication, initiative, and relationship-building. This is not a back-office tax role — its an opportunity to help shape a new offering, influence how it runs, and build a reputation as a trusted partner to advisors and internal leadership.

JPC-733

Job Type: Full-time

Benefits:

  • Dental insurance
  • Retirement plan
  • Vision insurance
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