A well-established and growing public accounting firm is seeking a
Tax & Advisory Manager to join their team in the Raleigh, NC area.
This is a unique opportunity for an experienced tax professional who wants more than another management role. You'll lead complex tax planning and advisory engagements, mentor a talented team, build lasting client relationships, and step into a clear path toward firm ownership within 3-5 years.
What You'll Do as the Tax & Advisory Manager:- Manage a portfolio of business and individual tax clients while serving as their trusted advisor throughout the year
- Lead tax planning, projections, and advisory engagements for closely held businesses and high-net-worth individuals
- Review and prepare complex individual, corporate, partnership, fiduciary, and related tax returns
- Oversee advisory workflow while collaborating closely with the firm's tax compliance team
- Review staff work, mentor accountants, and help develop the next generation of tax professionals
- Coordinate tax, accounting, and bookkeeping workflows to ensure clients receive proactive, year-round service
- Research complex tax matters and develop practical planning strategies for clients
- Build strong relationships with business owners across industries including construction, healthcare, consulting, and professional services
- Collaborate with firm leadership to improve processes, leverage technology, and enhance client service
- Sign tax returns and financial statements in accordance with firm standards and professional regulations
Must-Haves as the Tax & Advisory Manager:- CPA license required; Enrolled Agent (EA) designation will also be considered
- 6+ years of recent public accounting experience
- Strong background preparing and reviewing complex business and individual tax returns
- Experience providing proactive tax planning and advisory services
- Demonstrated success managing client relationships
- Experience reviewing staff work and mentoring junior accountants
- Excellent communication, leadership, and organizational skills
- Desire to grow into firm leadership and future ownership
Nice-to-Haves as the Tax & Advisory Manager:- Experience with UltraTax CS
- Experience using Karbon workflow software
- QuickBooks Online experience
- Multi-state tax experience
- International tax exposure
- Interest in leveraging AI and emerging technology to improve client service and internal workflows
- Experience supervising tax managers, seniors, or staff accountants
This Role Offers:- Competitive base salary of $120,000-$140,000, depending on experience
- Performance-based bonus opportunities
- Clearly defined path toward partnership and firm ownership within approximately 3-5 years
- Hybrid schedule with three days in the office and two remote each week
- Exceptional health insurance with 100% coverage after the deductible and employer HSA contribution
- Dental, vision, life insurance, and additional voluntary benefits
- 401(k) with company match
- Paid time off, paid training, parental leave, and professional development support
- Flexible schedule with approximately 36-hour workweeks outside of tax season, including Friday afternoons off
- Busy season typically averaging only 50-55 hours per week - significantly below many public accounting firms
- Collaborative leadership team with direct access to partners and meaningful input into firm operations
