Tax Manager

Tax Manager - North Raleigh | Wake Forest

About the Role

Please read the following job description thoroughly to ensure you are the right fit for this role before applying.
Our growing CPA firm is seeking experienced tax professionals for our North Raleigh and Wake Forest offices to prepare, review, and manage relationships with a diverse portfolio of individual and business income tax clients while leading the development and execution of proactive tax strategies for our small business prospects and clients.

This is a high-visibility role for someone who wants to combine technical depth with real client relationships and work with a collaborative team — not just process returns in isolation. Our ideal candidate is someone who can help clients easily navigate the complex world of taxes and enjoys helping people. Sound like a job you'll love? Apply today!

Compensation:

$100,000 +

Responsibilities:

• Prepare and review federal, state, and local income tax returns for individuals, S-corps, partnerships, and other small business entities

• Develop and implement tax planning strategies, including entity selection and optimization, tailored to each client's situation

• Serve as a primary point of contact for a group of clients, maintaining regular communication throughout the year, not just during tax season

• Research complex tax issues and stay current on new tax matters

• Review work prepared by junior staff, provide feedback, and mentor team members

• Collaborate with the firm's accounting, bookkeeping, and advisory teams to deliver a seamless client experience

• Respond to IRS and state notices, audits, and correspondence on clients' behalf

• Set up periodic meetings to collaborate with clients on what's happening and the status of strategy implementation

• Meet with prospects to evaluate needs, go over financial records and tax returns, and develop an implementation plan for the new client

Qualifications:

• Experience handling both basic and advanced levels of tax service, and has in-depth knowledge of the tax code, state tax laws, and federal tax laws
  

• Licensed CPA - non-Big 4 experience preferred

• Capable of preparing error-free, moderately complex tax returns

• Experience with QuickBooks and cloud-based tax/accounting software

• Experience with CCH Axcess Tax is a plus

• Comfortable in a hybrid work environment with regular in-office collaboration

• We value humility over ego — leave your hubris at the door; it's one of our core values here

About Company

Why You'll Love Working Here:

• Stability without the stagnation. Sixty-plus years in business and still growing—the security of an established firm with the momentum of one going somewhere.

• Growth built around you. Training and feedback meet you where you are, so you're always advancing toward the advisor you want to become.

• A team that shows up. We celebrate wins together and pull for each other when busy season hits—no one carries the load alone.

• Modern tools, meaningful work. We invest in automation and smart tech so your time goes to advising clients, not chasing spreadsheets.

• Real relationships, real impact. Your clients—small business + their owners and successful individuals—know your name and value your expertise. You'll see the difference you make.

• A life outside the office. xhyhwjd Flexible schedules, summer Fridays after April 15, and a culture built around balance, not burnout.

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Compensation details: 1 Yearly Salary

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