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Senior Tax & Advisory Accountant

Senior Tax & Advisory Accountant

Holden Moss Knott CPAsWake Forest, NC, US
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Job Description

Job Description

At Holden Moss Knott CPAs , accounting is about people, purpose, and partnerships. For over 60 years, we’ve helped small and medium-sized businesses grow through proactive, year-round strategy- not just after-the-fact compliance. Now, as we continue to innovate and expand, we’re looking for a Senior Tax and Advisory professional to help shape the next chapter of our firm.

You’ll play a key role in guiding clients beyond tax season- helping them make smarter decisions, uncover savings opportunities, and plan for sustainable growth. This isn’t a back-office role; it’s a chance to build real relationships, lead with insight, and make a lasting impact.

Our team thrives on collaboration, autonomy, and trust. We work closely together, celebrate shared wins, and empower one another to grow. As we evolve how we serve clients with smarter tools, streamlined processes, and a truly human-first experience, you’ll have the voice and freedom to help design what’s next.

If you’re ready to do meaningful work with a firm that values both excellence and empathy, you’ll feel right at home here.

Compensation :

$75,000 - $105,000 yearly

Responsibilities : What You’ll Do :

  • Prepare business and individual tax returns, applying strong current knowledge of U.S. and SALT issues
  • Serve as a primary contact for clients, gathering financial information and responding to inquiries from them and from taxing authorities like the IRS
  • Perform tax research and contribute valuable ideas through our tax strategy process
  • Participate, as you desire, in next-level advisory services to help businesses scale revenue, profits, cash flow, and freedom for the owner
  • Collaborate with teammates to manage due dates and ensure smooth project flow
  • Adapt and learn independently in a changing environment
  • Support firm priorities, execution, and planning through team collaboration
  • Serve clients and teammates with a positive, humble, and thankful spirit

Qualifications :

What We’re Looking For :

Must-Haves :

  • CPA or EA preferred; candidates actively working toward certification will also be considered
  • Outgoing and comfortable working with clients
  • 4+ years of progressive experience in a CPA firm tax department (but not Big 4)
  • Strong technical skills across S corp, partnership, individual, and trust tax matters, including tax planning and strategy
  • Proven ability to manage multiple priorities with excellent problem-solving, communication, and time management skills
  • Experience working with small to medium-sized businesses and / or high-net-worth individuals

    • Bonus Points For :

  • Knowledge of CCH ProSystem fx or Axcess (not required)
  • Interest in AI, automation, or modern workflow tools
  • Interest in advisory or other services is highly valued by our business owners

    • 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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    Senior Tax Accountant • Wake Forest, NC, US