Senior Tax Accountant

Senior Accountant

Wake Forest, NC | Full-Time
Compensation: $80,000 – $100,000 based on experience, plus performance-based bonus opportunities

About Our Firm

We are a growing CPA firm in Wake Forest, NC, providing tax, accounting, and advisory services to individuals and businesses. We value strong client relationships, practical problem-solving, teamwork, and sustainable workflows.

Our leadership style is approachable and collaborative, and we encourage team members to contribute ideas that improve workflow, technology, client service, and firm growth.

The Opportunity

We are seeking an experienced Senior Accountant for a tax-focused role involving tax preparation, Form 1040 review, client service, tax planning support, and collaboration with managers and firm leadership.

This is not intended to be a career senior accountant position. We are looking for someone who wants to grow into a manager-level role and has a genuine interest in future ownership. The right candidate will take on increasing responsibility for client relationships, tax review, staff development, advisory work, and workflow leadership as part of that path.

Responsibilities

Prepare Forms 1040, 1041, 1065, 1120, 1120-S, and related tax returns
Review individual tax returns, primarily Forms 1040
Assist with tax projections and planning calculations
Communicate with clients regarding tax matters, document requests, and follow-up questions
Review bookkeeping and financial statements for tax readiness
Research and resolve tax and accounting issues
Support managers and partners with advisory work
Assist newer staff with questions and development
Help maintain quality control and workflow efficiency
Participate in process improvement discussions

Qualifications Required

3–6 years of recent public accounting experience
CPA or Enrolled Agent designation required; CPA preferred
Strong experience preparing Forms 1040, 1065, 1120, and 1120-S
Experience reviewing Forms 1040 preferred, or readiness to develop in this area
Strong communication, organization, and attention to detail
Interest in growing into a manager-level role and future ownership opportunity

Preferred

Experience with tax projections and planning
Experience reviewing bookkeeping or financial statements
Experience helping train or support junior staff
Experience with UltraTax CS, QuickBooks Online, and Karbon
Interest in using AI and technology tools to improve workflow and client service
Multi-state tax experience

What Makes Our Firm Different

Collaborative, approachable leadership team
Direct access to managers and partners
Direct client contact and meaningful client relationships
Modern workflow and technology-focused environment
Advisory work and planning opportunities
Opportunity to help shape processes and firm growth
Clear path toward manager-level responsibility
Future ownership opportunities after promotion to manager
A culture that values professionalism without taking itself too seriously

Benefits

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Health savings account
Life insurance
Paid time off
Paid training
Parental leave
Professional development assistance
Referral program
Retirement plan
Vision insurance

Work Location: Hybrid remote in Wake Forest, NC 27587

Job Type: Full-time

Pay: $80,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Bereavement leave
• Dental insurance
• Family leave
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• License reimbursement
• Life insurance
• Mileage reimbursement
• Opportunities for advancement
• Paid sick time
• Paid time off
• Paid training
• Parental leave
• Professional development assistance
• Profit sharing
• Referral program
• Retirement plan
• Vision insurance
• Volunteer time off

Experience:

• Public accounting: 3 years (Required)
• tax return preparation: 3 years (Required)

Work Location: Hybrid remote in Wake Forest, NC 27587