What are the responsibilities and job description for the Tax Manager position at Harbor Creek Financial Services, LLP?
Pay: $90,000.00 - $125,000.00 per year
Job description: Tax Manager (Hybrid, Full Time - Starting June 2026)
Work Location: Hybrid remote in Wilmington, NC 28403
About Harbor Creek Financial
Harbor Creek Financial is a Wilmington-based accounting and fractional CFO firm providing bookkeeping, tax, and strategic advisory services to small and mid-sized businesses. We take pride in offering a collaborative environment where team members gain hands-on exposure to how a professional accounting firm operates.
Position Overview
We are seeking a Tax Manager to join our team beginning June 2026. The Tax Manager will oversee individual and business tax engagements, manage workflow for staff, review returns, communicate tax positions and projections to clients, and support proactive tax planning strategies.
This role is ideal for someone who wants autonomy, leadership opportunity, and a seat at a firm that values innovation, efficiency, and high-level advisory work — not just compliance.
Key Responsibilities
Tax Preparation & Review
- Review and prepare individual, partnership, S-Corp, and corporate tax returns
- Review quarterly and annual tax projections
- Identify tax savings strategies and communicate them clearly to clients
- Ensure accuracy, compliance, and timely filing
Client Communication & Advisory
- Serve as main point of contact for assigned clients
- Explain tax results and planning recommendations
- Build strong ongoing relationships and deliver an exceptional client experience
Team Leadership & Workflow
- Manage preparers and staff accountants
- Oversee return workflow in the firm’s software stack
- Train and mentor junior staff
- Help refine and implement tax processes and SOPs
Planning & Strategy
- Develop and implement tax planning strategies for high-income clients
- Stay on top of tax law changes and proactively communicate impacts
- Collaborate with partners on tax process improvements and capacity planning
Qualifications
- 3 years of tax experience (public accounting preferred)
- CPA preferred (or EA accepted)
- Strong knowledge of individual, partnership, and S-Corp taxation
- Experience with tax planning and communicating projections
- Comfortable working directly with clients
- Strong attention to detail and organizational skills
- Ability to manage multiple deadlines in a fast-moving environment
- Experience with QBO, Onvio, UltraTax, or similar software is a plus
- Interest in leadership and process improvement
What We Offer
- Competitive compensation with performance-based bonuses
- Flexible hybrid work environment
- Opportunities for advancement as the firm grows
- Supportive, collaborative team
- Ability to influence processes and help build a scalable tax department
- Paid holidays, PTO, and health insurance
- Strong work/life balance year-round
- A firm culture built on communication, excellence, and genuine client care
Benefits:
- Flexible schedule
- Health insurance
- Opportunities for advancement
- Paid time off
- Work from home
How to Apply
Please submit your resume and a brief cover letter.
We look forward to meeting you!
Salary : $90,000 - $125,000