Tax Manager

Tax Manager - North Raleigh Wake Forest

About the Role
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 youll love Apply today!

• 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 clients 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 firms 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 whats 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

• 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; its one of our core values here