Title: Tax Manager
Location: Raleigh, NC
About role:
As a Tax Manager, you'll manage a portfolio of clients while serving as a leader within our tax department.
You'll work closely with business owners, executives, individuals, trusts and estates, and nonprofit organizations to help them understand the tax implications of their decisions and identify planning opportunities throughout the year.
Success in this role isn't measured solely by the number of tax returns completed. It's measured by the trust you build with clients, the development of your team, and the quality of advice you provide.
Responsibilities:
- Manage tax engagements from planning through completion.
- Review federal and state income tax returns for individuals, partnerships, S corporations, C corporations, trusts, estates, and tax-exempt organizations.
- Develop proactive tax planning strategies that help clients minimize tax and achieve their long-term objectives.
- Build deep relationships with clients by understanding their businesses, families, and financial goals.
- Serve as a trusted advisor throughout the year, not just during tax season.
- Research complex tax issues and communicate practical solutions.
- Respond to IRS and state tax notices and assist clients during examinations.
- Delegate work effectively while coaching and mentoring staff accountants and senior associates.
- Review workpapers and provide meaningful feedback that develops technical and professional skills.
- Assist with workflow management, scheduling, and departmental planning.
- Help improve firm processes through technology, automation, and AI.
- Stay current on changes in tax law and emerging technologies affecting the profession.
Required Qualifications:
- Bachelor's degree in Accounting or Finance.
- Active CPA license or actively pursuing CPA licensure.
- 5+ years of recent public accounting tax experience (required).
- Experience preparing and reviewing individual (1040), partnership (1065), and S corporation (1120-S) tax returns.
- Experience managing client relationships and serving as the primary tax advisor to clients.
- Experience with tax planning and tax compliance for closely held businesses and business owners.
- Experience reviewing staff work, delegating engagements, and mentoring junior accountants.
- 0 3 years of client/engagement management experience.
- Strong technical tax research and analytical skills.
- Excellent written and verbal communication skills.
- Proficiency with Microsoft Excel and Word.
- Local to Raleigh (or willing to relocate within 50 100 miles).
- Willing to work 100% in-office.
Preferred Qualifications:
- Master's degree in Accounting or Taxation
- Experience with CCH Axcess Tax
- Experience with CCH Engagement
- Experience with QuickBooks
- Experience preparing returns for nonprofit organizations