Tax Preparer & Bookkeeping

Tax Advisor - North Raleigh | Wake Forest About the Role Our growing CPA firm is seeking experienced tax professionals for our North Raleigh | 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. Our ideal candidate is someone who can help clients easily navigate the complex world of taxes and enjoys helping people. 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; 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.