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

• 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

• 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

• 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