CPA Tax Manager / Tax Supervisor

CPA Tax Manager / Tax Supervisor
Location: Raleigh, North Carolina

Salary Range: $150,000 – $180,000 base salary, commensurate with experience, plus bonus
and equity incentives

About Us
We are a next-generation professional services platform built to partner with entrepreneurial, growth-focused accounting, tax, and advisory firms. Our mission is to empower firms and their leaders by providing capital, operational support, technology, and strategic guidance, allowing them to scale while preserving their independence and culture. As part of our continued expansion, we are investing in a Raleigh, North Carolina–based partner firm and seeking an experienced CPA Tax Manager / Tax Supervisor to play a key leadership role within the tax practice.

Position Overview
The CPA Tax Manager / Tax Supervisor will manage all phases of tax engagements, including planning, compliance, preparation, review, and research, with a strong emphasis on high-net- worth individual clients. This role requires deep technical expertise, leadership capability, and a client-focused mindset.

Qualifications & Requirements
• Bachelor’s degree in accounting (Required)
• Certified Public Accountant (CPA) license (Required)
• 7+ years of experience in a CPA firm (Required)
• Extensive experience with high-net-worth individual tax returns and complex personal
tax engagements
• Experience with UltraTax CS, Checkpoint, Microsoft Office Suite, and Intuit products
(Preferred)
• Strong organizational skills, attention to detail, and ability to manage multiple priorities
• Excellent written and verbal communication skills
• Self-motivated, collaborative, and client-focused with a strong “firm-first” mindset

Key Responsibilities
• Manage all phases of tax planning, preparation, review, compliance, and research
• Prepare and review Individual (high-net-worth), Fiduciary, Corporate, Partnership, and Multistate tax returns
• Apply current tax laws, regulatory requirements, and industry-specific guidance to identify client impacts and recommend strategic solutions
• Utilize and oversee tax software including Microsoft Office, and Intuit QuickBooks
• Stay current on tax law developments and communicate implications to clients and
internal teams
• Coordinate complex tax and accounting projects with other members of the accounting
team
• Review engagement workpapers, resolve issues, and keep partners informed of key
developments
• Coordinate engagement staffing, job planning, and scheduling
• Supervise, mentor, and evaluate staff accountants
• Build and maintain strong client relationships and identify opportunities for additional
services and operational efficiencies


What We Offer
• Base salary range of $150,000 – $180,000, based on experience
• Annual bonus opportunities
• Equity incentive participation (stock options / profits interests) aligned with long-term growth
• Leadership role with the opportunity to help scale a premier tax practice in the Raleigh market
• Access to our national platform resources, capital, and technology while maintaining local autonomy
• Comprehensive benefits package including health, retirement, paid time off, and wellbeing programs
• Ongoing leadership development and career growth opportunities
• A collaborative, forward-thinking environment where your impact is visible and valued

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