Tax Manager job at Holden Moss Knott CPAs Wake Forest, NC, US

Job Description

Tax Manager - Small business and their owners At Holden Moss Knott CPAs, we are looking for thinkers, not just number crunchers - it’s about building meaningful relationships, providing clients with valuable ideas, eliminating surprises, and delivering strategic guidance that helps small businesses thrive. We’re not a traditional CPA firm. No audits. We are a boutique tax, accounting and business coaching firm. Clients count on us as long-term partners in their growth, and we bring that same mindset to our team. We value work-life balance, continuous learning, and innovation, ensuring our employees feel supported and empowered to succeed. As our firm continues to grow, we’re looking for a Tax Manager who’s ready to bring fresh ideas, collaborate with a dynamic team, and deliver exceptional value to clients. Responsibilities:

Advise clients beyond tax prep—help them plan, strategize, and grow.
Review and guide tax returns for businesses, individuals, and trusts.
Lead and mentor a team, providing coaching and technical support.
Develop and execute tax strategies that add measurable client value.
Build strong, trust-based relationships as a long-term advisor.
Contribute ideas, explore new tools, and shape the future of the firm.

Qualifications:

CPA or EA certification.
7+ years of public accounting experience (or equivalent) of tax preparation progressing to return reviews for small businesses and their owners.
Strong knowledge of business and personal tax, including U.S. and SALT.
A proactive mindset and passion for client service.
Familiarity with CCH ProSystem Fx or Axcess (preferred, not required).
Interest in using AI and large language models (LLMs) for research projects and to help develop client-facing training programs.

About Company: A relationship-first approach with both clients and employees.Flexible hybrid schedule with early closures on Friday after April 15th.A collaborative, people-first culture driven by humility, intelligence, and growth.Career development through strategic coaching, mentorship, and leadership opportunities.Access to the resources of a top-tier firm—without the red tape.

Job Tags

Flexible hours,

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