Tax & Advisory Manager

Trueline

Tax & Advisory Manager at a well-established public accounting firm in Raleigh, NC. Leading complex tax engagements, mentoring staff, and building client relationships.

Posted 6/30/2026full-timeRaleigh • North Carolina • 🇺🇸 United StatesMid-LevelSenior💰 $120,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Expertise in managing complex tax planning and advisory services for high-net-worth individuals and closely held businesses, with a strong focus on client relationship management and team mentorship. Proficient in preparing and reviewing a variety of tax returns while ensuring compliance with professional regulations.

Highest-signal resume keywords

CPA LicenseTax PlanningClient Relationship ManagementMentoring Junior AccountantsPublic Accounting Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return PreparationTax Advisory ServicesComplex Tax Matters ResearchTax ComplianceFinancial Statement Review

Soft Skills

LeadershipCommunicationOrganizational Skills

Certifications & Qualifications

Enrolled Agent (EA) Designation

Industry Keywords

Public AccountingHigh-Net-Worth IndividualsClosely Held BusinessesConstructionHealthcareConsultingProfessional Services

About the role

Key responsibilities & impact

Manage a portfolio of business and individual tax clients while serving as their trusted advisor throughout the year
Lead tax planning, projections, and advisory engagements for closely held businesses and high-net-worth individuals
Review and prepare complex individual, corporate, partnership, fiduciary, and related tax returns
Oversee advisory workflow while collaborating closely with the firm's tax compliance team
Review staff work, mentor accountants, and help develop the next generation of tax professionals
Coordinate tax, accounting, and bookkeeping workflows to ensure clients receive proactive, year-round service
Research complex tax matters and develop practical planning strategies for clients
Build strong relationships with business owners across industries including construction, healthcare, consulting, and professional services
Collaborate with firm leadership to improve processes, leverage technology, and enhance client service
Sign tax returns and financial statements in accordance with firm standards and professional regulations

Requirements

What you’ll need

CPA license required; Enrolled Agent (EA) designation will also be considered
6+ years of recent public accounting experience
Strong background preparing and reviewing complex business and individual tax returns
Experience providing proactive tax planning and advisory services
Demonstrated success managing client relationships
Experience reviewing staff work and mentoring junior accountants
Excellent communication, leadership, and organizational skills
Desire to grow into firm leadership and future ownership

Benefits

Comp & perks

Competitive base salary of $120,000-$140,000, depending on experience
Performance-based bonus opportunities
Clearly defined path toward partnership and firm ownership within approximately 3-5 years
Hybrid schedule with three days in the office and two remote each week
Exceptional health insurance with 100% coverage after the deductible and employer HSA contribution
Dental, vision, life insurance, and additional voluntary benefits
401(k) with company match
Paid time off, paid training, parental leave, and professional development support
Flexible schedule with approximately 36-hour workweeks outside of tax season, including Friday afternoons off
Busy season typically averaging only 50-55 hours per week - significantly below many public accounting firms
Collaborative leadership team with direct access to partners and meaningful input into firm operations