Tax Manager

Distinct | North America; Raleigh (NC); On-site; USD 120,000 - 180,000; Full time

Job summary

Distinct | North America in Raleigh seeks a Tax Manager to join a growing tax and financial advisory practice. You will work with business owners, high-net-worth individuals and real estate investors across compliance, tax planning and wealth strategies.

The role blends technical tax work with proactive advisory to help clients structure plans before year-end and optimize tax outcomes.

Qualifications

• 5+ years of U.S. tax/public accounting experience.
• CPA or EA preferred.
• Strong individual and business tax knowledge.
• Experience with Forms 1040, 1065 and 1120S.
• Multistate tax experience would be valuable.
• Real estate tax exposure would be an asset.

Responsibilities

• Manage federal and state tax engagements for individuals and privately owned businesses.
• Review individual, partnership and S Corporation tax returns.
• Manage more complex pass-through entity matters.
• Provide year-round tax planning rather than seasonal compliance.
• Prepare and review tax projections.
• Advise business owners on tax-efficient entity structures.
• Identify opportunities to reduce current and future tax liabilities.
• Work with high-income individuals on complex planning matters.
• Advise real estate investors on depreciation and other tax strategies.
• Support clients approaching sale or succession of a business.
• Coordinate tax planning with retirement, investment and estate objectives.
• Manage client relationships throughout the year.
• Research technical tax issues and legislative changes.
• Review staff work and provide guidance.
• Mentor and develop tax staff; work with senior leadership on complex cases.

Skills

Tax planning

Public accounting

Client relationships

Pass-through entities

Education

CPA or EA preferred

Job description

There’s a difference between preparing someone’s taxes and actually helping them pay less tax.

This Tax Manager opportunity is much more focused on the second.

You’ll join a growing tax and financial advisory practice in Raleigh, working directly with business owners, high-income individuals and investors across compliance, tax planning and longer-term wealth strategies.

The role combines technical tax work with proactive advice, giving you the opportunity to understand what clients are trying to achieve and help structure things before year-end rather than simply reporting what already happened.

Why this role stands out:

• Strong tax planning and advisory focus
• Business owner and high-net-worth client base
• Individual and business taxation
• Pass-through entity exposure
• Multistate tax opportunities
• Entity structuring and optimization
• Estate and wealth planning exposure
• Direct client relationships
• Opportunity to mentor and develop tax staff
• Close involvement with senior leadership
• Broader financial planning exposure beyond traditional tax compliance

What you’ll be doing:

• Manage federal and state tax engagements for individuals and privately owned businesses
• Review individual, partnership and S Corporation tax returns
• Manage more complex pass-through entity matters
• Provide year-round tax planning rather than purely seasonal compliance
• Prepare and review tax projections
• Advise business owners on tax-efficient entity structures
• Identify opportunities to reduce current and future tax liabilities
• Work with high-income individuals on more complex planning matters
• Advise real estate investors on depreciation and other tax strategies
• Support clients approaching the sale or succession of a business
• Become involved in charitable giving and wealth-transfer strategies
• Coordinate tax planning with retirement, investment and estate objectives
• Manage client relationships throughout the year
• Research technical tax issues and legislative changes
• Review staff work and provide technical guidancei>
• Mentor and develop members of the tax team
• Work closely with senior leadership on more complex client situations

The practice specifically positions itself around proactive planning for business owners, real estate investors, high-income earners and clients approaching business exits, while integrating tax with entity structure, retirement and estate considerations.

What they’re looking for:

• 5+ years of U.S. tax/public accounting experience
• Previous Tax Manager or strong Tax Supervisor experience
• CPA or EA preferred
• Strong individual and business tax knowledge
• Experience with Forms 1040, 1065 and 1120S
• Strong partnership and S Corporation experience
• Experience working with business owners and high-net-worth individuals
• Tax planning and advisory experience
• Multistate tax experience would be valuable
• Real estate tax exposure would be an asset
• Experience with trusts, estates or wealth planning would be beneficial
• Comfortable managing client relationships directly
• Experience reviewing staff work and developing junior team members
• Someone who enjoys proactive planning rather than purely compliance-driven tax work
• Previous public accounting experience strongly preferred

If you’ve reviewed this advert and are unsure whether to apply because you don’t meet every requirement, we’d still encourage you to apply. We support the firms we partner with in building diverse, inclusive and equitable workplaces. Even if this role isn’t the perfect fit, there’s a good chance we’ll have another opportunity that is.