Tax Manager
$110k - $140kFull-time
Job Title: Tax Manager, Wake Forest, NC
Job ID: 1059912
Date Posted: August 26 , 2026
Employment Type: Full-time
Hiring Company (Organization): Confidential
Location: HYBRID Wake Forest, NC (3 days per week in office)
Applicants must be located in the United States .
Base Salary: $110,000-$140,000 per year (USD)
(performance-based bonus opportunities)
Commensurate with experience and qualifications.
Job Description:
About Us
Our client is a growing CPA firm providing tax, accounting, and advisory services to individuals and businesses. We're built on collaboration, practical problem-solving, and strong client relationships. Our managers actively shape workflow, technology, and client service decisions — this isn't a firm where leadership operates behind closed doors.
The Role
We're hiring an experienced Tax Manager to work in our Wake Forest, NC office to lead tax review and planning, advise clients directly, mentor staff, and help coordinate workflows across our accounting and tax teams. You'll work closely with firm leadership on both client work and firm operations.
What You'll Do
Job ID: 1059912
Date Posted: August 26 , 2026
Employment Type: Full-time
Hiring Company (Organization): Confidential
Location: HYBRID Wake Forest, NC (3 days per week in office)
Applicants must be located in the United States .
Base Salary: $110,000-$140,000 per year (USD)
(performance-based bonus opportunities)
Commensurate with experience and qualifications.
Job Description:
About Us
Our client is a growing CPA firm providing tax, accounting, and advisory services to individuals and businesses. We're built on collaboration, practical problem-solving, and strong client relationships. Our managers actively shape workflow, technology, and client service decisions — this isn't a firm where leadership operates behind closed doors.
The Role
We're hiring an experienced Tax Manager to work in our Wake Forest, NC office to lead tax review and planning, advise clients directly, mentor staff, and help coordinate workflows across our accounting and tax teams. You'll work closely with firm leadership on both client work and firm operations.
What You'll Do
- Review and prepare individual, business, fiduciary, and related tax returns
- Serve as a trusted advisor and primary point of contact for client relationships
- Lead tax planning, projections, and advisory engagements
- Coordinate workflows between tax, accounting, and bookkeeping teams to keep client financials accurate and tax-ready
- Mentor and review the work of accounting, bookkeeping, and tax staff
- Help manage scheduling and workflow during tax season
- Research and resolve complex tax and accounting issues
- Contribute to process improvement and firm operational decisions
- 7+ years of recent public accounting experience
- CPA or Enrolled Agent (EA) license
- Strong experience preparing and reviewing individual and business tax returns
- Direct client-facing experience
- Strong communication, leadership, and organizational skills
- Experience supervising or mentoring staff
- Solid grasp of bookkeeping and financial statements
- Experience coordinating workflows or leading a team
- Familiarity with UltraTax CS, QuickBooks Online, or Karbon
- Interest in using AI and technology to improve workflow and client service
- Multi-state tax experience
- No large-firm bureaucracy
- A real voice in operational and strategic decisions
- Modern, tech-forward work environment
- Meaningful, advisory-focused client relationships
- A clear, defined path to partnership/ownership
- A team that takes the work seriously without taking itself too seriously
Vacancy posted 10 days ago
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