Tax Manager Job at Holden Moss Knott CPAs, Wake Forest, NC

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  • Holden Moss Knott CPAs
  • Wake Forest, NC

Job Description

Tax Manager - Small business and their owners At Holden Moss Knott CPAs, we are looking for thinkers, not just number crunchers - it’s about building meaningful relationships, providing clients with valuable ideas, eliminating surprises, and delivering strategic guidance that helps small businesses thrive. We’re not a traditional CPA firm. No audits. We are a boutique tax, accounting and business coaching firm. Clients count on us as long-term partners in their growth, and we bring that same mindset to our team. We value work-life balance, continuous learning, and innovation, ensuring our employees feel supported and empowered to succeed. As our firm continues to grow, we’re looking for a Tax Manager who’s ready to bring fresh ideas, collaborate with a dynamic team, and deliver exceptional value to clients. Responsibilities:

  • Advise clients beyond tax prep—help them plan, strategize, and grow.
  • Review and guide tax returns for businesses, individuals, and trusts.
  • Lead and mentor a team, providing coaching and technical support.
  • Develop and execute tax strategies that add measurable client value.
  • Build strong, trust-based relationships as a long-term advisor.
  • Contribute ideas, explore new tools, and shape the future of the firm.
Qualifications:
  • CPA or EA certification.
  • 7+ years of public accounting experience (or equivalent) of tax preparation progressing to return reviews for small businesses and their owners.
  • Strong knowledge of business and personal tax, including U.S. and SALT.
  • A proactive mindset and passion for client service.
  • Familiarity with CCH ProSystem Fx or Axcess (preferred, not required).
  • Interest in using AI and large language models (LLMs) for research projects and to help develop client-facing training programs.
About Company: A relationship-first approach with both clients and employees.Flexible hybrid schedule with early closures on Friday after April 15th.A collaborative, people-first culture driven by humility, intelligence, and growth.Career development through strategic coaching, mentorship, and leadership opportunities.Access to the resources of a top-tier firm—without the red tape.

Job Tags

Flexible hours,

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