Tax Manager

Jobtailor; Wake Forest (NC); On-site; USD 95,000 - 125,000; Full time

Job summary

Jobtailor in Wake Forest, NC seeks an experienced tax professional to prepare and review complex business and individual returns and to provide proactive planning strategies.

The role requires CPA, a Bachelor's in Accounting, and 6–8+ years in public accounting tax work, with excellence in client communication and mentorship of staff.

Qualifications

• Bachelor’s Degree in Accounting and CPA are required.
• 6–8+ years of tax preparation experience in public accounting.
• Excellent written and verbal communication skills.
• Strong knowledge of U.S. business and individual taxation.
• Experience reviewing staff returns and mentoring junior team members.

Responsibilities

• Prepare and review complex business and individual tax returns.
• Set up and conduct year-end tax planning projections.
• Provide proactive strategies to minimize tax liabilities and optimize clients’ financial outcomes.
• Maintain consistent client communication and address tax-related questions and needs.
• Train and mentor staff and provide tax-related guidance.
• Sign less-complex tax returns as appropriate.
• Prepare and manage responses to tax notices and correspondence.

Skills

Tax planning

Client relationship management

Mentoring staff

Research and analysis

Time management

Education

Bachelor's degree in Accounting

CPA required

Tools

CCH Axcess Tax

QuickBooks

Xero

Microsoft Office Suite

Google Workspace

PDFlyer

ShareFile

Podio

Job description

• Prepare and review complex business and individual tax returns
• Set up and conduct year-end tax planning projections
• Provide proactive strategies to minimize tax liabilities and optimize clients’ financial outcomes
• Maintain consistent client communication and address tax-related questions and needs
• Research complex tax situations and develop innovative client solutions
• Identify opportunities for additional value-added tax advisory services
• Deliver clean, polished, and accurate work while identifying deductions, credits, and tax-saving opportunities
• Review and manage staff-prepared tax returns and keep engagements on schedule
• Train and mentor staff and provide tax-related guidance
• Sign less-complex tax returns as appropriate
• Prepare and manage responses to tax notices and correspondence

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field
• CPA required
• Minimum of 6–8+ years of tax preparation experience, preferably in a public accounting firm
• Experience with tax seasons at other public accounting firms highly desirable
• Excellent written and verbal communication skills
• Familiarity with Microsoft Office Suite, Google Workspace (G Suite), and basic computer skills required
• Familiarity with CCH Axcess Tax, PDFlyer, Podio, ShareFile, and QuickBooks/Xero is a plus
• Strong experience with U.S. business and individual taxation, particularly business tax matters
• Experience preparing and reviewing complex business and individual tax returns
• Knowledge of proactive tax planning and tax strategy
• Ability to research complex tax matters and translate findings into practical, value-added client solutions
• Experience reviewing staff-prepared returns, mentoring team members, and providing technical tax guidance
• Strong client-facing and relationship-management skills
• High attention to detail and commitment to accurate, polished work
• Ability to manage multiple tax engagements, priorities, and deadlines
• Only resumes submitted in English will be considered

Core Competencies

Demonstrates expertise in preparing and reviewing complex business and individual tax returns, with a strong focus on proactive tax planning and strategy. Proven ability to mentor staff, manage multiple engagements, and maintain high standards of accuracy and client communication.

Highest-signal resume keywords

• CPA
• Tax Preparation Experience
• Proactive Tax Planning
• Client Relationship Management
• Staff Mentoring

ATS Optimization Keywords

Hard Skills

• Complex Tax Returns
• U.S. Business Taxation
• Individual Taxation
• Tax Strategy
• Tax Research

Soft Skills

• Excellent Communication Skills
• Attention to Detail
• Relationship Management

Certifications & Qualifications

• Bachelor’s Degree in Accounting
• CPA

Industry Keywords

• Tax Planning
• Tax Advisory Services
• Public Accounting
• Tax Engagements
• Tax Notices

Tools & Technologies

• CCH Axcess Tax
• QuickBooks
• Xero
• Microsoft Office Suite
• Google Workspace