Tax & Advisory Manager

Trueline•Raleigh, NC

2d•$120,000 - $140,000•Hybrid

About The Position

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.

Requirements

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

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

Responsibilities

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

Benefits

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