Tax Advisor - North Raleigh | Wake Forest

About the Role
Our growing CPA firm is seeking experienced tax professionals for our North Raleigh | Wake Forest offices to prepare, review, and manage relationships with a diverse portfolio of individual and business income tax clients while leading the development and execution of proactive tax strategies for our small business prospects and clients.

This is a high-visibility role for someone who wants to combine technical depth with real client relationships and work with a collaborative team — not just process returns in isolation. Our ideal candidate is someone who can help clients easily navigate the complex world of taxes and enjoys helping people. Sound like a job you’ll love? Apply today!

• Prepare and review federal, state, and local income tax returns for individuals, S-corps, partnerships, and other small business entities

• Develop and implement tax planning strategies, including entity selection and optimization, tailored to each client's situation

• Serve as a primary point of contact for a group of clients, maintaining regular communication throughout the year, not just during tax season

• Research complex tax issues and stay current on new tax matters

• Review work prepared by junior staff, provide feedback, and mentor team members

• Collaborate with the firm's accounting, bookkeeping, and advisory teams to deliver a seamless client experience

• Respond to IRS and state notices, audits, and correspondence on clients' behalf

• Set up periodic meetings to collaborate with clients on what's happening and the status of strategy implementation.

• Meet with prospects to evaluate needs, go over financial records and tax returns, and develop an implementation plan for the new client.

• Licensed CPA - non-Big 4 experience preferred

• Capable of preparing error-free, moderately complex tax returns

• Experience with QuickBooks and cloud-based tax/accounting software

• Experience with CCH Axcess Tax is a plus

• Comfortable in a hybrid work environment with regular in-office collaboration

• We value humility over ego — leave your hubris at the door; it's one of our core values here

Why You’ll Love Working Here:

• Stability without the stagnation. Sixty-plus years in business and still growing—the security of an established firm with the momentum of one going somewhere.

• Growth built around you. Training and feedback meet you where you are, so you're always advancing toward the advisor you want to become.

• A team that shows up. We celebrate wins together and pull for each other when busy season hits—no one carries the load alone.

• Modern tools, meaningful work. We invest in automation and smart tech so your time goes to advising clients, not chasing spreadsheets.

• Real relationships, real impact. Your clients—small business + their owners and successful individuals—know your name and value your expertise. You'll see the difference you make.

• A life outside the office. Flexible schedules, summer Fridays after April 15, and a culture built around balance, not burnout.