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Overview
Director of Business Development & Recruitment Operations | Providing top notch & cost-efficient staffing solutions Tittle: Tax Advisory Manager Location: Wake Forest, NC - Hybrid Job Summary
We’re seeking an experienced and forward-thinking Senior Tax Advisory to join our growing team. In this role, you’ll go beyond compliance to provide strategic guidance to clients, lead tax engagements, and mentor junior staff. Ideal candidates are CPA or EA-certified, have 6+ years of public accounting experience, and are passionate about combining technical expertise with innovative tools to deliver real value. What You’ll Do
Provide strategic, year-round advisory to clients (planning, cash flow, entity structure) Review complex individual and business tax returns Identify tax-saving opportunities and support client growth Mentor staff and help shape a collaborative, tech-forward team culture Lead process improvement initiatives, including exploring AI and automation tools What We’re Looking For
CPA or EA designation 4+ years in public accounting Strong communicator & strategic thinker Comfortable working independently and collaboratively Bonus Points
Experience with CCH ProSystem fx or Axcess Interest in AI, automation, or modern tech stacks Familiarity with SMB clients and their unique needs Seniority level
Mid-Senior level Employment type
Full-time Job function
Accounting/Auditing Industries
Accounting
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Director of Business Development & Recruitment Operations | Providing top notch & cost-efficient staffing solutions Tittle: Tax Advisory Manager Location: Wake Forest, NC - Hybrid Job Summary
We’re seeking an experienced and forward-thinking Senior Tax Advisory to join our growing team. In this role, you’ll go beyond compliance to provide strategic guidance to clients, lead tax engagements, and mentor junior staff. Ideal candidates are CPA or EA-certified, have 6+ years of public accounting experience, and are passionate about combining technical expertise with innovative tools to deliver real value. What You’ll Do
Provide strategic, year-round advisory to clients (planning, cash flow, entity structure) Review complex individual and business tax returns Identify tax-saving opportunities and support client growth Mentor staff and help shape a collaborative, tech-forward team culture Lead process improvement initiatives, including exploring AI and automation tools What We’re Looking For
CPA or EA designation 4+ years in public accounting Strong communicator & strategic thinker Comfortable working independently and collaboratively Bonus Points
Experience with CCH ProSystem fx or Axcess Interest in AI, automation, or modern tech stacks Familiarity with SMB clients and their unique needs Seniority level
Mid-Senior level Employment type
Full-time Job function
Accounting/Auditing Industries
Accounting
#J-18808-Ljbffr