Tax Manager

About the role

The Tax Manager will serve as a key technical and client-facing professional within the firm's tax practice. This is a hands-on role focused on the preparation and management of complex tax engagements for a diverse client base. The position is structured as a long-term, succession-oriented opportunity, with a clear path toward expanded responsibility, engagement leadership, and eventual partnership.

Key Responsibilities

• Prepare individual and business tax returns across a varied client base, including family groups, multi-business owners, pass-through entities, and select 1040 filings.
• Work directly with multiple shareholders on assigned engagements, supporting the timely and accurate completion of tax work.
• Build and maintain strong, long-term client relationships through proactive communication and high-quality service delivery.
• Develop technical depth in pass-through taxation, real estate-related tax matters, and multi-entity client structures.
• Collaborate with internal teams remotely through Teams, Zoom, and firm-provided communication tools.
• Grow into engagement management responsibilities over time, including signing returns and overseeing client deliverables.
• Eventually assume staff management duties, including delegating work, mentoring junior team members, and reviewing their output.
• Travel occasionally to the firm's headquarters for training, key client meetings, and internal collaboration.

Requirements

• Active CPA license (non-negotiable).
• Approximately 5 or more years of public accounting experience.
• Hands-on tax preparation experience - candidate must be comfortable preparing returns personally, not solely reviewing.
• Demonstrated experience preparing both individual and business tax returns.
• Experience with pass-through entities and multi-entity client structures preferred.
• Strong written and verbal communication skills.
• Tech-savvy, with the ability to adapt to evolving software platforms.
• Self-directed professional capable of working effectively in a remote environment.

Preferred Qualifications

• 5 or more years of progressive public accounting experience.
• Candidates based in the Carolinas, particularly in or near Raleigh, Charlotte, Wilmington, or Greenville (SC).
• Experience with family group, multi-business owner, and real estate-heavy client portfolios.
• Industry exposure relevant to the firm's client base, including real estate, restaurant and hospitality groups, and medical practices.
• Experience with ProSystem fx or comparable major tax software platforms.
• Long-term interest in partnership and firm leadership.

Career Path

This role is designed as a long-term succession hire. There is a defined path toward engagement management and eventual partnership for the right candidate. Business development is not an immediate expectation but is anticipated to grow as the candidate progresses toward partner-level responsibility.

Work Environment & Culture

- Fully remote work arrangement with significant daily schedule flexibility.
- Tenured staff highly value the firm's flexibility and work-life balance.
- Firm is closed on Fridays during a portion of the year (outside of tax and extension season).
- Workload follows a traditional public accounting cycle - heavier during tax season, with meaningful flexibility outside of it.
- Strong emphasis on professional autonomy, client ownership, and trust.