Accounting and Tax Manager-CPA Firm

Accounting & Tax ManagerOverview

Stokes & Company, CPAs, is a growing, client-focused public accounting firm serving small and mid-sized businesses throughout Upstate South Carolina and Western North Carolina. We provide a comprehensive suite of services including accounting, tax compliance, tax strategy, payroll, and advisory support.

We are seeking an experienced Accounting & Tax Manager who is passionate about working with business owners and delivering high-value service. This role offers the opportunity to lead client relationships, contribute to firm growth, and play an active role in developing both clients and team members.

Position Summary

The Accounting & Tax Manager is responsible for managing a portfolio of small business clients, overseeing accounting and tax engagements, and delivering proactive advice. This individual serves as a primary client contact and is expected to provide both technical expertise and a high level of personal service.

This role also includes leadership responsibilities, including reviewing work, mentoring team members, and contributing to the firm’s ongoing growth and operational excellence.

Key Responsibilities

• Manage and serve as the primary point of contact for a portfolio of small business clients
• Review and oversee preparation of financial statements and monthly accounting deliverables
• Prepare and review federal and state tax returns (S Corporations, Partnerships, and Individuals)
• Provide proactive tax planning and business advisory services
• Supervise, coach, and develop staff accountants and senior accountants
• Ensure timely and accurate completion of engagements in a deadline-driven environment
• Identify opportunities to improve client operations, tax efficiency, and financial performance
• Collaborate with firm leadership on process improvements, client experience, and growth initiatives

Qualifications

• 3+ years of public accounting experience (preferably in a client-facing role)
• CPA, EA, or actively pursuing certification required
• Strong experience with business and individual tax return preparation and review
• Solid understanding of small business accounting and financial reporting
• Experience with QuickBooks and Microsoft Office; experience with Thomson Reuters (UltraTax, Practice CS, etc.) preferred
• Strong organizational skills and attention to detail
• Excellent communication skills with the ability to build long-term client relationships
• Demonstrated leadership ability or desire to lead and mentor others

What We Offer

• Competitive salary with performance-based bonuses
• Clear path for professional growth and advancement
• Health insurance and retirement plan
• Paid time off and firm holidays
• Continuing education and professional development support
• Flexible scheduling and a strong emphasis on work/life balance
• Collaborative, team-oriented environment focused on long-term success

About Our Firm

At Stokes & Company, we are committed to delivering exceptional service while building meaningful relationships with our clients. Our team works closely with business owners to help them grow, improve profitability, and minimize taxes through proactive planning and practical advice.

We believe our people are our greatest asset. We invest in their development, encourage collaboration, and foster a culture built on professionalism, integrity, and responsiveness.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Bereavement leave
• Cell phone reimbursement
• Continuing education credits
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• License reimbursement
• Life insurance
• Mileage reimbursement
• On-the-job training
• Opportunities for advancement
• Paid sick time
• Paid time off
• Paid training
• Professional development assistance
• Referral program
• Relocation assistance
• Retirement plan
• Travel reimbursement
• Tuition reimbursement
• Vision insurance
• Volunteer time off
• Work from home

Experience:

• Public accounting: 3 years (Required)
• Tax: 3 years (Required)

License/Certification:

• CPA or EA (Required)

Ability to Commute:

• Greenville, SC (Required)

Work Location: In person