Tax Manager - CPA Firm (Wake Forest, NC)

BA Global Talent; Wake Forest (NC); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Annual Bonus

HRA

Client referral commission

Expense reimbursement

Job summary

BA Global Talent is seeking an experienced Tax Manager/Tax Specialist to join a CPA firm in North Carolina offering a hybrid work environment. You will manage complex engagements, develop customized tax strategies, and help clients minimize liabilities.

This direct-hire role focuses exclusively on tax services for small to mid-sized businesses and high-net-worth individuals, with opportunities for advisory leadership and mentoring junior staff in a collaborative firm culture in Wake Forest.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• CPA certification is required.
• 5–8+ years of tax preparation experience in a public accounting firm.
• Proficient with Microsoft Office Suite and Google Workspace.
• Familiarity with CCH Axcess Tax, PDFlyer, Podio, ShareFile, and QuickBooks/Xero is a plus.

Responsibilities

• Prepare and review complex business and individual tax returns.
• Set up and conduct year-end tax planning projections to minimize liabilities and optimize outcomes.
• Maintain client communication and strong relationships; address tax-related questions.
• Research complex tax situations and develop innovative solutions for clients.
• Identify opportunities to provide additional value-added tax advisory services.
• Deliver accurate, polished work; identify deductions and credits.

Skills

Tax planning

Client communication

Mentoring staff

Attention to detail

Research tax matters

Public accounting experience

Education

Bachelor’s degree in Accounting or Finance

CPA certification

Tools

Microsoft Office Suite

Google Workspace

CCH Axcess Tax

PDFlyer

Podio

ShareFile

QuickBooks

Xero

Job description

BA Global Talent is seeking an experienced Tax Manager/Tax Specialist to join a specialized CPA firm in North Carolina offering a flexible hybrid work environment.

This is a direct-hire opportunity with the firm, which provides tax strategy, compliance, and advisory services to small and medium-sized businesses and high-net-worth individuals across a wide range of industries nationwide. Unlike many smaller accounting firms, this position focuses exclusively on tax services, allowing you to deepen your expertise in business taxation while continuing to support individual tax matters.

This is an excellent opportunity for a tax professional ready to move beyond routine tax preparation and grow as a trusted tax advisor. You will manage complex engagements, develop customized tax strategies, and use advanced planning tools to help clients minimize tax liabilities and achieve stronger financial outcomes.

Responsibilities

• Prepare and review complex business and individual tax returns.
• Set up and conduct year-end tax planning projections, providing proactive strategies to minimize tax liabilities and optimize clients’ financial outcomes.
• Maintain consistent communication with clients, build strong relationships, and effectively address tax-related questions and needs.
• Research complex tax situations and develop thoughtful, innovative solutions that benefit clients.
• Identify opportunities to provide additional value-added tax advisory services.
• Deliver clean, polished, and accurate work while thoroughly identifying available deductions, credits, and tax-saving opportunities.
• Review and manage tax returns prepared by staff, ensuring engagements and projects remain on schedule.
• Train and mentor staff and provide guidance on tax-related questions.
• Sign less-complex tax returns as appropriate.
• Prepare and manage responses to tax notices and correspondence.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field; CPA required.
• 5–8+ years of tax preparation experience in a public accounting firm.
• Experience with tax seasons at public accounting firms.
• 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.

Nice-to-Have

• Strong experience with U.S. business and individual taxation, particularly business tax matters.
• Experience preparing and reviewing complex business and individual tax returns.
• Demonstrated 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 a commitment to delivering accurate, polished work.
• Ability to effectively manage multiple tax engagements, priorities, and deadlines.

Company-Wide Benefits & Incentives

• Annual Bonus: Target bonus is 10% of base salary. Historically, employees have received between 15% and 30%, depending on individual performance and firm results.
• Health Reimbursement Arrangement (HRA): Maximum monthly HRA contribution available to all employees.
• Client Referral Commission: Employees who bring in and manage new clients receive 20% of the client’s first-year billings. This performance-based incentive is separate from the standard compensation package. Historically, payouts have ranged from approximately $1,000 to more than $30,000, averaging around $12,000.
• Expense Reimbursement: Approved work-related expenses are reimbursed through an accountable reimbursement plan.

Work Arrangement: This position follows a hybrid work model.

Location: Wake Forest, North Carolina

All qualified applicants will receive consideration for job opportunities without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

BA Global Talent connects professionals across the Americas with meaningful opportunities at U.S. companies. We specialize in remote recruitment, HR operations, and workforce solutions, with a strong focus on transparency, support, and long-term success. At BA, you're never just a placement, you're part of a team that values growth, autonomy, and impact.