Tax Strategist

4 weeks ago


Raleigh, North Carolina, United States Holden Moss Knott CPAs Full time

At Holden Moss Knott CPAs, we're seeking a talented Tax Manager to join our team of experts. As a trusted advisor, you'll develop and execute tax strategies that drive exceptional outcomes for our clients.

We're a boutique CPA firm that values expertise, fosters close-knit relationships, and prioritizes work-life balance. Our approach blends strategic tax planning with high-value coaching for small to medium-sized businesses.

We're looking for a collaborative and results-driven individual who can lead, mentor, and collaborate with our team of professionals. If you're passionate about crafting top-tier tax strategies and want to be part of a supportive and hybrid work environment, we'd love to meet you.

Responsibilities:

  • Develop and execute tax strategies that add high value to our clients, using our proprietary processes (training provided).
  • Guide and review team-prepared tax returns for businesses, individuals, and trusts.
  • Build and maintain strong relationships with both new and existing clients, acting as their trusted advisor.
  • Lead, mentor, and collaborate with a talented team of professionals, ensuring top-quality work while guiding project execution.
  • Collaborate with leadership to shape the future of the firm's strategy, priorities, and growth.
  • Stay ahead of the curve by exploring new ideas and strategies that enhance our clients' experience and results.
  • Participate in our strategic coaching process, helping clients achieve their business and financial goals.

Qualifications:

  • CPA or EA certification.
  • Expertise in business and personal tax, including US and SALT.
  • A solid accounting background with knowledge of various systems.
  • 8+ years of public accounting experience (or equivalent).
  • A passion for delivering exceptional client service.
  • Proficiency in CCH ProSystem Fx or Axcess is a plus.

Compensation:

$90,000 - $130,000 yearly


  • IAM Lead Strategist

    2 weeks ago


    Raleigh, United States Truist Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need...