What are the responsibilities and job description for the Tax Manger position at Fortress Tax Services?
Tax Manager for an Integrated Wealth & Tax Practice
Fortress Financial Partners is a Raleigh-based wealth management firm high-net-worth client families: business owners, executives, entrepreneurs, and medical professionals. Our tax practice supports approximately 200 households and operates as a fully integrated part of the planning relationship, not a standalone prep shop. That integration is the whole point. Tax decisions and investment, insurance, and estate decisions get made in the same room.
We're hiring a Tax Manager to own the tax side of that relationship.
What you'll do
You'll split your time evenly between compliance and planning for a sophisticated book of clients, working directly alongside our advisors rather than in a silo. On the compliance side, that means preparing and reviewing individual, business (S-corp, partnership), and trust returns. On the planning side, it means running proactive strategy throughout the year: entity structuring, multi-year projections, and charitable and estate work. Across both, you'll translate tax complexity into plain recommendations clients and advisors can actually act on.
This is a seat with real ownership. You won't be one of forty managers pushing volume. You'll be the person clients and partners turn to when the question is "what does this mean for my taxes."
What we're looking for
CPA or EA, with meaningful experience in individual and pass-through entity taxation (HNW client exposure is a strong plus). You're comfortable owning client relationships and communicating directly. You think a step ahead of the return rather than just closing it. Comfort working next to a wealth management team, where tax is one input among several, matters more here than raw volume throughput.
Why this seat is different
Smaller, higher-touch book than a typical public accounting grind. Direct access to clients and firm partners. Tax work that feeds real planning instead of disappearing into a filing.
Compensation is competitive and commensurate with experience. This is a full-time, in-office role at our Raleigh location.
If you want to do tax work that actually connects to the rest of a client's financial life, we'd like to talk.
Tech Stack
- UltraTax
- Canopy
- ShareFile
Benefits:
- 401(k)
- 401(k) matching
- Continuing education credits
- Flexible schedule
- Health insurance
- Paid time off
- Work from home
Salary : $120,000 - $150,000