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Tax Advisory Manager

Tax Advisory Manager

Holden Moss Knott CPAsWake Forest, NC, US
1 day ago
Job type
  • Full-time
Job description

Job Description

Job Description

At Holden Moss Knott CPAs, we believe accounting should empower, not overwhelm. We work alongside small and medium-sized businesses to unlock growth through proactive strategy—not just tax returns and compliance.

We’re a team that thrives on trust, collaboration, and shared success. Here, you’ll have the freedom to lead, the support to grow, and the chance to do work that makes a lasting difference.

As we expand, we’re reimagining how a CPA firm serves its clients - combining smarter tools, better processes, and a truly human-first approach. If you want more meaning in your work and a voice in shaping the future, you’ll feel right at home.

Compensation :

$90,000 - $130,000 yearly

Responsibilities :

  • Strategic Advisory : Guide clients year-round with planning, cash flow strategy, and entity structuring
  • Tax Oversight : Review complex business and individual tax returns
  • Client Growth : Identify tax-saving opportunities and present ideas that support business expansion
  • Team Leadership : Mentor staff, provide technical guidance, and help nurture our collaborative culture
  • Innovation & Improvement : Champion smarter processes, explore AI tools, and shape how we deliver

Qualifications : Must-Haves :

  • CPA or EA designation
  • 6+ years of public accounting experience
  • Clear communicator who builds trust and drives value
  • Strategic thinker with a proactive, client-first mindset
  • Comfortable working independently, yet thrives in a team
  • Bonus Points For :

  • Experience with CCH ProSystem fx or Axcess (not required)
  • Interest in tech-forward tools like AI, large language models, or workflow automation
  • Familiarity with SMB clients and the unique challenges they face
  • About Company

    Why You’ll Love Working Here :

  • Stability + Support : A firm with deep roots and steady growth, where you can build your career with confidence.
  • Professional Growth : Training, resources, and feedback designed to help you grow at your own pace.
  • Collaborative Culture : A team that celebrates shared wins and steps in to support each other during crunch times.
  • Future-Ready : A tech-forward firm embracing automation and innovation to stay ahead.
  • Client Impact : Work with small to medium-sized businesses and high-net-worth individuals where your advice and accuracy truly matter.
  • Design Work Around Your Life : Design your dream job, flexible schedules, early Friday closures after April 15, team gatherings, and a culture of appreciation (k)
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    Tax Manager • Wake Forest, NC, US

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