Senior Tax Accountant (Wake Forest)

Are you an accountant looking for a dynamic workplace where collaboration and meaningful client relationships are a priority? At our boutique firm, we treat both our team and clients like family. We combine expert tax preparation with strategic tax planning and coaching, providing the best possible outcomes for clients.

By focusing on clear communication and proactive solutions, we eliminate surprises and build lasting success for the businesses we support. If you're passionate about using your accounting expertise in a hybrid, supportive, and close-knit environment, we would love to connect with you!

$80,000 - $116,000 yearly

• Prepare and review tax returns for businesses and individuals, ensuring accuracy and compliance with U.S. tax regulations.
• Engage in a team approach to tax planning and strategy, providing high-value insights to clients (training provided for strategy process).
• Collaborate with the team to manage deadlines, client projects, and workflow.
• Act as a trusted advisor to clients, offering proactive solutions and recommendations.
• Conduct tax research and remain current on U.S. tax issues, adapting to changes in the tax landscape.
• Participate in team collaboration and firm strategy discussions to guide priorities and growth.

• CPA or EA certification, or actively pursuing certification.
• 3+ years of progressive experience in tax preparation and accounting in a CPA firm.
• Experience in working with small to medium-sized businesses and high-net-worth individuals.
• Proficiency in S corp, partnership, and individual tax.
• Strong accounting background and knowledge of various accounting systems.
• A positive, humble attitude with a passion for client service and collaboration.

Why Youll Love Working Here:

• Stability + Support: A firm with deep roots (60 years in business) 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 and are appreciated.
• Design Work Around Your Life: Design your dream job, flexible schedules, early Friday closures after April 15, team gatherings - toward a balanced life.

Compensation details: 80000-116000 Yearly Salary

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