Tax Manager

BA Global Talent

Tax Manager advising U.S. businesses and high-net-worth individuals on complex tax compliance, planning, and strategy.

Posted 8/7/2026full-timeWake Forest • North Carolina • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in preparing and reviewing complex business and individual tax returns, with a strong focus on proactive tax planning and strategy. Proven ability to mentor staff, manage multiple engagements, and maintain high standards of accuracy and client communication.

Highest-signal resume keywords

CPATax Preparation ExperienceProactive Tax PlanningClient Relationship ManagementStaff Mentoring

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Complex Tax ReturnsU.S. Business TaxationIndividual TaxationTax StrategyTax Research

Soft Skills

Excellent Communication SkillsAttention to DetailRelationship Management

Tools & Technologies

CCH Axcess TaxQuickBooksXeroMicrosoft Office SuiteGoogle Workspace

Certifications & Qualifications

Bachelor’s Degree in AccountingCPA

Industry Keywords

Tax PlanningTax Advisory ServicesPublic AccountingTax EngagementsTax Notices

About the role

Key responsibilities & impact

Prepare and review complex business and individual tax returns
Set up and conduct year-end tax planning projections
Provide proactive strategies to minimize tax liabilities and optimize clients’ financial outcomes
Maintain consistent client communication and address tax-related questions and needs
Research complex tax situations and develop innovative client solutions
Identify opportunities for additional value-added tax advisory services
Deliver clean, polished, and accurate work while identifying deductions, credits, and tax-saving opportunities
Review and manage staff-prepared tax returns and keep engagements on schedule
Train and mentor staff and provide tax-related guidance
Sign less-complex tax returns as appropriate
Prepare and manage responses to tax notices and correspondence

Requirements

What you’ll need

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 highly desirable
Excellent written and verbal communication skills
Familiarity with Microsoft Office Suite, Google Workspace (G Suite), and basic computer skills required
Familiarity with CCH Axcess Tax, PDFlyer, Podio, ShareFile, and QuickBooks/Xero is a plus
Strong experience with U.S. business and individual taxation, particularly business tax matters
Experience preparing and reviewing complex business and individual tax returns
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 commitment to accurate, polished work
Ability to manage multiple tax engagements, priorities, and deadlines
Only resumes submitted in English will be considered

Benefits

Comp & perks

Annual bonus: Target bonus is 10% of base salary; historically 15%–30% depending on individual performance and firm results
Health Reimbursement Arrangement (HRA): Maximum monthly HRA contribution available to all employees
Client referral commission: 20% of the client’s first-year billings for employees who bring in and manage new clients
Expense reimbursement through an accountable reimbursement plan for approved work-related expenses
Hybrid work model