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Head of Small Client Tax Group 


The Head of ORBA's Small Client Tax Group is responsible for providing guidance to reviewers and preparers in the group working on mostly individual and trust tax returns with some exposure to partnership and corporate tax returns. This role is responsible for profitability, efficiency, training and development of this group to meet the Firm's future needs. The Head will also have significant client exposure and be part of the team reviewing tax returns. This role will report to the Head of the Tax Department and the Management group of the Firm. Ideal for a Sole Practitioner or a Tax Partner/Manager looking to join a growing dynamic firm and still have the opportunity to lead a group, develop its path into the future and work closely with clients and staff.

Essential Job Functions:

  • Review returns prepared by tax preparers
  • Bring significant tax questions and suggested planning opportunities to the attention of the Tax Director or Client
  • Research and propose resolution to technical tax matters
  • Complete tax returns timely in a deadline oriented environment
  • Complete income tax projections and quarterly estimates
  • Demonstrate effective project management skills, inspire teamwork and responsibility with engagement team members, and use current technology and tools to enhance the effectiveness of deliverables and service
  • Maintain involvement in all aspects of client relationships
  • Provide supervision and on-the-job training to tax preparers
  • Participate in staff performance evaluations and provide verbal and written feedback
  • Mentor and develop the technical and professional skills of tax staff
  • Develop ability to recognize tax issues, business problems and expanded service opportunities with existing clients
  • Participate in governmental tax examinations; represent the client before the appropriate taxing authorities.
  • Develop an area of tax expertise
  • Participate in the firm's practice development efforts through involvement with referral sources, community and industry activities
  • Perform timely billing and collection of receivables
  • Perform other duties as assigned
Position Requirements

Education and Experience:

  • At least 10+ years of experience preparing and reviewing individual, trust, partnership and S-corp tax returns
  • Bachelor’s degree required
  • Current CPA license required


  • Strong communication skills, both oral and written
  • Ability to demonstrate sound judgment and analyzing problems logically and comprehensively, distinguishing between relevant and irrelevant information
  • Ability to work effectively in a team environment, as well as independently
  • Ability to handle sensitive/confidential matters in a tactful and discreet manner
  • Ability to interface with a variety of management levels
  • Ability to think creatively in seeking optimal solutions for clients
  • Ability to bring practice is a plus
  • Proficiency with Microsoft Office in particular Excel and Word, tax-prep and tax-planning software and cloud-based tax research software.
Full-Time/Part-Time Full-Time  
Location Chicago  
EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.  

This position is currently accepting applications.

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