Tax Client Services Manager

Title: Tax Client Services Manager

Location: Wake Forest ,NC
Position Type: Full Time

Compensation
Pay Range:$150,000 Per Year

Description
Seeking an experienced manager for a leadership role in tax review, planning, client advisory services, and staff development.
This full-time position in Wake Forest, NC, involves working closely with leadership and accounting staff.
The role requires proficiency in generic accounting and tax technologies.

Key Responsibilities
Review and prepare individual, business, and fiduciary tax returns.
Manage client relationships and act as a trusted advisor.
Assist with tax planning, projections, and advisory services.
Coordinate advisory, projection, accounting, and bookkeeping workflows.
Mentor and support bookkeeping, accounting, and tax staff.

Qualifications
Minimum 7 years of recent public accounting experience.
CPA or Enrolled Agent (EA) designation.
Strong experience with individual and business tax returns.
Proven experience reviewing returns and working directly with clients.
Strong communication, leadership, and organizational skills.

Contact Authorization:
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Onboarding Expectations
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EEO Statement
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