POSITION TITLE: Manager – Small Business and Tax Services

REPORTS TO: Accounting Department Manager


As a member of our small business/tax services team, you will be involved in the preparation, compilation, and review of financial statements for various businesses and non-profit organizations. You will also be involved in the preparation of individual, partnership, and corporate income tax returns. Opportunities for advancement including potential for ownership.


  • Provide oversight in the preparation, compilation and review of financial statements.
  • Preparation of complex individual, partnership and corporate income tax returns.
  • Conduct client interviews in connection with the preparation of individual income tax returns.
  • Assist with individual and business tax planning.
  • Review client accounting records to identify potential tax and financial reporting issues.
  • Make inquiries and/or perform appropriate research to resolve issues.
  • Build, strengthen and maintain client relationships and ensure that client expectations are met.
  • Participate in the firm’s internal quality review process.
  • Ensure that engagements are timely completed and in compliance with applicable standards.



  • Licensed CPA with a minimum of 5 years experience in a public accounting firm.
  • Ability to master key technical concepts.
  • Ability to initiate, nurture and develop relationships with prospective clients.
  • Possess soft skills to effectively supervise and develop staff.
  • Possess a positive attitude, strong verbal and written communication skills and conflict resolution skills.
  • Strong commitment to excellence, client service, and professional growth.
  • Be a team player and motivated to work in a fast-paced environment with the ability to handle multiple assignments simultaneously.
  • Proficiency in the use of Microsoft Office products.
  • Proficiency in the use of QuickBooks and tax preparation software. Proficiency in Thomson Reuters CS products is a plus.

Please send cover letter and resume to: careers@wnccpa.com
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