Tax & Advisory Manager

A well-established and growing public accounting firm is seeking a  Tax & Advisory Manager to join their team in the Raleigh, NC area.

This is a unique opportunity for an experienced tax professional who wants more than another management role. You'll lead complex tax planning and advisory engagements, mentor a talented team, build lasting client relationships, and step into a clear path toward firm ownership within 3-5 years.

What You'll Do as the Tax & Advisory Manager:

• Manage a portfolio of business and individual tax clients while serving as their trusted advisor throughout the year
• Lead tax planning, projections, and advisory engagements for closely held businesses and high-net-worth individuals
• Review and prepare complex individual, corporate, partnership, fiduciary, and related tax returns
• Oversee advisory workflow while collaborating closely with the firm's tax compliance team
• Review staff work, mentor accountants, and help develop the next generation of tax professionals
• Coordinate tax, accounting, and bookkeeping workflows to ensure clients receive proactive, year-round service
• Research complex tax matters and develop practical planning strategies for clients
• Build strong relationships with business owners across industries including construction, healthcare, consulting, and professional services
• Collaborate with firm leadership to improve processes, leverage technology, and enhance client service
• Sign tax returns and financial statements in accordance with firm standards and professional regulations

Must-Haves as the Tax & Advisory Manager:

• CPA license required; Enrolled Agent (EA) designation will also be considered
• 6+ years of recent public accounting experience
• Strong background preparing and reviewing complex business and individual tax returns
• Experience providing proactive tax planning and advisory services
• Demonstrated success managing client relationships
• Experience reviewing staff work and mentoring junior accountants
• Excellent communication, leadership, and organizational skills
• Desire to grow into firm leadership and future ownership

Nice-to-Haves as the Tax & Advisory Manager:

• Experience with UltraTax CS
• Experience using Karbon workflow software
• QuickBooks Online experience
• Multi-state tax experience
• International tax exposure
• Interest in leveraging AI and emerging technology to improve client service and internal workflows
• Experience supervising tax managers, seniors, or staff accountants

This Role Offers:

• Competitive base salary of $120,000-$140,000, depending on experience
• Performance-based bonus opportunities
• Clearly defined path toward partnership and firm ownership within approximately 3-5 years
• Hybrid schedule with three days in the office and two remote each week
• Exceptional health insurance with 100% coverage after the deductible and employer HSA contribution
• Dental, vision, life insurance, and additional voluntary benefits
• 401(k) with company match
• Paid time off, paid training, parental leave, and professional development support
• Flexible schedule with approximately 36-hour workweeks outside of tax season, including Friday afternoons off
• Busy season typically averaging only 50-55 hours per week - significantly below many public accounting firms
• Collaborative leadership team with direct access to partners and meaningful input into firm operations

Trueline is an unabashed equal-opportunity employers committed to a diverse workforce. We welcome smart and ambitious applicants and recruit, refer, hire, place, and promote without regard to race, color, gender, religion, national origin, ancestry, citizenship, disability, age, sexual orientation, or any other characteristic protected by federal or state law.