Tax Advisor

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.

• 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.

• 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 Quick Books 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 +

$100,000 per year