Tax Manager (Wake Forest, NC)

BA Global Talent • North Carolina, NC

1d • Hybrid

About The Position

BA Global Talent is seeking a Tax Manager/Tax Specialist in North Carolina to join a small CPA firm specializing in tax strategy, compliance, and advisory services for small and medium-sized businesses and high-net-worth individuals across a variety of industries nationwide. This role will focus exclusively on tax services, with an emphasis on business taxation while also supporting individual tax matters. The Tax Manager will manage complex tax engagements, develop strategic tax solutions, and provide proactive tax planning beyond routine tax preparation. The ideal candidate is interested in continuing to grow as a trusted tax advisor, leveraging advanced tax planning tools and strategies to help clients minimize tax liabilities and optimize financial outcomes.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field; CPA required.
• Minimum of 6–8+ years of tax preparation experience, preferably in a public accounting firm.
• Experience with tax seasons at other public accounting firms is highly desirable.
• Excellent written and verbal communication skills.
• Familiarity with Microsoft Office Suite, Google Workspace (G Suite), and basic computer skills required.

Nice To Haves

• 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 a commitment to delivering accurate, polished work.
• Ability to effectively manage multiple tax engagements, priorities, and deadlines.
• Familiarity with CCH Axcess Tax, PDFlyer, Podio, ShareFile, and QuickBooks/Xero is a plus.

Responsibilities

• Prepare and review complex business and individual tax returns.
• Set up and conduct year-end tax planning projections, providing proactive strategies to minimize tax liabilities and optimize clients’ financial outcomes.
• Maintain consistent communication with clients, build strong relationships, and effectively address tax-related questions and needs.
• Research complex tax situations and develop thoughtful, innovative solutions that benefit clients.
• Identify opportunities to provide additional value-added tax advisory services.
• Deliver clean, polished, and accurate work while thoroughly identifying available deductions, credits, and tax-saving opportunities.
• Review and manage tax returns prepared by staff, ensuring 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.

Benefits

• Target bonus is 10% of base salary. Historically, employees have received between 15% and 30%, depending on individual performance and firm results.
• Maximum monthly HRA contribution available to all employees.
• Employees who bring in and manage new clients receive 20% of the client’s first-year billings. This performance-based incentive is separate from the standard compensation package. Historically, payouts have ranged from approximately $1,000 to more than $30,000, averaging around $12,000.
• Approved work-related expenses are reimbursed through an accountable reimbursement plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager