Tax Advisor

Holden Moss Knott CPAs; Raleigh (NC); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Hybrid work environment

Job summary

Holden Moss Knott CPAs in Raleigh area seeks an experienced Tax Advisor to prepare, review, and manage relationships with individual and small business clients while leading proactive tax strategies. This high-visibility role combines technical depth with client relationships and collaboration across a team.

The ideal candidate enjoys guiding clients through complex tax matters and delivering excellent service. Hybrid work environment with in-office collaboration is available.

Qualifications

• Licensed CPA with in-depth knowledge of state and federal tax codes.
• Experience handling individual and small business tax returns and planning.
• Comfortable mentoring staff and collaborating across teams.

Responsibilities

• Prepare and review federal, state, and local tax returns for individuals and small businesses.
• Develop and implement proactive tax planning strategies tailored to client needs.
• Maintain regular client contact throughout the year, not just tax season.
• Research complex tax issues and stay current on tax matters.
• Review work of junior staff and mentor team members.
• Collaborate with accounting, bookkeeping, and advisory teams to deliver a seamless client experience.
• Respond to IRS/state notices and audits on clients' behalf.
• Meet with prospects to assess needs and outline implementation plans.

Skills

Tax planning

Client communication

Mentoring team

Education

CPA license

Tools

QuickBooks

Cloud-based tax software

CCH Axcess Tax

Job description

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. 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.

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; it's one of our core values here

Compensation: $100,000 +

Compensation

$100,000 per year