Tax Manager – CPA Firm

BA Global Talent

. Prepare and review complex business and individual tax returns .

Posted 10/22/2026full-timeWake Forest • North Carolina • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in U.S. business and individual taxation, including complex tax return preparation and proactive tax planning strategies. Strong client relationship management and mentoring capabilities are essential for delivering value-added tax advisory services.

Highest-signal resume keywords

Active CPA LicenseU.S. Tax Preparation ExperienceProactive Tax PlanningClient Relationship ManagementStaff Mentoring and Guidance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return PreparationTax Strategy DevelopmentTax ResearchTax ComplianceTax Liability Minimization

Soft Skills

Excellent Communication SkillsAttention to DetailTime ManagementProblem-SolvingTeam Leadership

Tools & Technologies

CCH Axcess TaxQuickBooksXeroPDFlyerGoogle Workspace

Certifications & Qualifications

CPA License

Industry Keywords

Public AccountingTax Advisory ServicesTax SeasonsBusiness Tax MattersIndividual Taxation

About the role

Key responsibilities & impact

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 to provide additional value-added tax advisory services
Identify deductions, credits, and tax-saving opportunities
Review and manage staff-prepared tax returns
Ensure 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

Requirements

What you’ll need

Active CPA license required
6–8+ years of U.S. tax preparation and review experience
Experience working in a public accounting or CPA firm required
Experience with tax seasons
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
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 commitment to delivering accurate, polished work
Ability to manage multiple tax engagements, priorities, and deadlines
Only resumes submitted in English will be considered

Benefits

Comp & perks

Target annual bonus of 10% of base salary; historically 15%–30% depending on individual performance and firm results
Maximum monthly Health Reimbursement Arrangement (HRA) contribution available to all employees
Client referral commission of 20% of the client’s first-year billings for employees who bring in and manage new clients
Client referral commission payouts historically ranged from approximately $1,000 to more than $30,000, averaging around $12,000
Approved work-related expenses reimbursed through an accountable reimbursement plan
Hybrid work model