About Orivon
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
Client Leadership & CFO Services
- 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 workpapers, 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
- Active CPA in good standing.
- 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.
What Success Looks Like (6–12 months)
- 100% on-time close and filing cadence across the portfolio.
- Client NPS ≥ 70; ≥ 90% retention; 2+ account expansions or $150k+ growth.
- Standardized workflows that cut cycle times 20–30%.
- Bench plan in place; documented playbooks for recurring work.
- Demonstrated leadership impact toward Director track.
Compensation & Benefits
- Base Salary: $90,000 – $110,000 (Orlando, Atlanta, Jacksonville).
- 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.
Job Type: Full-time
Work Location: Hybrid remote in Jacksonville, FL 32216
