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Tax Advisory Manager

Tax Advisory Manager

Holden Moss Knott CPAsWake Forest, NC, US
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Job Description

Job Description

At Holden Moss Knott CPAs , we believe accounting should empower , not overwhelm. We partner with small and medium-sized businesses to help them grow strategically - through proactive insight, smart planning, and a truly human approach to numbers.

We’re not your traditional CPA firm. Our team thrives on trust, collaboration, and shared success. You’ll have the freedom to lead, the support to grow, and the opportunity to make an impact that lasts.

As we continue to expand, we’re reimagining how a CPA firm serves its clients - blending innovative tools, streamlined processes, and meaningful relationships. If you’re ready to find purpose in your work, be part of a team that values your voice, and help shape the future of accounting, you’ll feel right at home here.

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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