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Tax Planning Manager Jobs in Raleigh, NC (NOW HIRING)

NC SECU

Tax Planning Program Manager

Raleigh, NC · Hybrid

$107K - $141K/yr

Knowledge of tax planning software, financial planning software and CRM systems. * Exceptional ability to simplify complex technical concepts for both internal staff and client-facing scenarios.

Ralliant

Sr. Manager, Global Tax Planning

Raleigh, NC · On-site

Sr. Manager, Global Tax Planning Location: Raleigh, NC Reports To: Director, Global Tax Planning Position Overview The Sr. Manager, Global Tax Planning is a senior individual contributor role ...

Raya Workforce

Tax Manager

Raleigh, NC · On-site

$107K - $141K/yr

Manage tax engagements from planning through completion. * Review federal and state income tax returns for individuals, partnerships, S corporations, C corporations, trusts, estates, and tax-exempt ...

Ontic

US Tax Manager

Creedmoor, NC · On-site

$79K - $104K/yr

This role partners closely with the Accounting, Finance, Legal, FP&A, and external tax advisors to ... To be considered for the US Tax Manager opening, here's what you'll need to bring with you:

Ontic

US Tax Manager

Creedmoor, NC · On-site

$79K - $104K/yr

This role partners closely with the Accounting, Finance, Legal, FP&A, and external tax advisors to ... To be considered for the US Tax Manager opening, here's what you'll need to bring with you:

Deloitte

Manager, International Tax

Raleigh, NC · On-site

$121K - $153K/yr

Research international tax issues and prepare materials to support tax planning and consulting ... Skill in managing and prioritizing multiple tasks in a fast-paced and dynamic environment * Ability ...

Solid Rock Recruiting LLC

Tax Manager

Raleigh, NC · Hybrid

$120K - $165K/yr

Tax Manager - Public Accounting Firm Location: Raleigh, NC Work Style: Hybrid or In-Office ... Support client relationships through proactive communication and tax planning discussions * Lead ...

NorthPoint Search Group

Public Tax Manager

Raleigh, NC · On-site

$107K - $141K/yr

Manages complex tax compliance for partnerships and other pass-through entities, identifies tax planning opportunities, oversees workflows and deliverables, leads staff development, and serves as the ...

Solid Rock Recruiting LLC

Tax Manager

Durham, NC · Hybrid

$120K - $165K/yr

Tax Manager - Public Accounting Firm Location: Durham, NC Work Style: Hybrid or In-Office ... Support client relationships through proactive communication and tax planning discussions * Lead ...

Aprio

Affordable Housing Tax Manager

Raleigh, NC · On-site +1

$107K - $141K/yr

... tax planning. * Providing consulting services to clients on various tax-related issues such as ... Manage client relationships and ensure that clients are satisfied with the services provided by ...

Solid Rock Recruiting LLC

Tax Manager

Durham, NC · On-site

$120 - $165/hr

Tax Manager - Public Accounting Firm Location: Durham, NC Work Style: Hybrid or In-Office ... Support client relationships through proactive communication and tax planning discussions * Lead ...

Deloitte

Manager, Indirect Tax - Property Tax

Raleigh, NC · On-site

$107K - $141K/yr

Work you'll do As a Property Tax Manager in our Indirect Tax group, you will provide state and local property tax planning, consulting, and compliance services to multiple clients within various ...

Thosiba

Global Tax Director

Durham, NC · On-site

Tax planning. * Manage, develop staff. Areas of Skills & Expertise * Bachelor's Degree in Accounting or Tax with 12+ experience. * Expert knowledge on ASC - 740 (Income tax accounting). * Experience ...

Sorren, Inc.

Tax Senior Manager

Raleigh, NC · On-site

By managing responsibilities effectively and aligning their efforts with firm values, they ... Serve as a key advisor to clients on tax planning strategies, transaction structuring, succession ...

Sorren, Inc.

Tax Senior Manager

Raleigh, NC · On-site

By managing responsibilities effectively and aligning their efforts with firm values, they ... Serve as a key advisor to clients on tax planning strategies, transaction structuring, succession ...

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All JobsTax Planning JobsTax Planning Manager JobsTax Planning Manager Jobs in Raleigh, NC

Tax Planning Manager information

See Raleigh, NC salary details

$53.5K

$125.8K

$171.1K

How much do tax planning manager jobs pay per year?

As of Aug 11, 2026, the average yearly pay for tax planning manager in Raleigh, NC is $125,755.00, according to ZipRecruiter salary data. Most workers in this role earn between $107,900.00 and $141,400.00 per year, depending on experience, location, and employer.

What is the difference between Tax Planning Manager vs Tax Accountant?

AspectTax Planning ManagerTax Accountant
CertificationsCPA or EA often preferredCPA or EA often preferred
Work EnvironmentStrategic planning, advising clients or companiesPreparing tax returns, compliance, and reporting
Industry UsageUsed in corporate, consulting, and accounting firmsCommon in accounting firms, corporate finance, and small businesses
Primary FocusTax strategy, planning, and minimizing liabilitiesTax preparation, compliance, and reporting

The main difference between a Tax Planning Manager and a Tax Accountant lies in their focus. The Tax Planning Manager concentrates on developing tax strategies and advising clients or organizations to optimize tax liabilities. In contrast, the Tax Accountant primarily handles preparing tax returns and ensuring compliance. Both roles often require similar certifications and work in related environments, but their core responsibilities differ significantly.

What are some common challenges faced by a tax planning manager, and how can they be effectively managed?

Tax Planning Managers often face challenges such as staying updated with frequently changing tax laws, managing complex client portfolios, and ensuring compliance across multiple jurisdictions. These challenges can be effectively managed by committing to ongoing professional development, leveraging tax software for automation and accuracy, and fostering strong communication with both clients and internal teams. Collaborating closely with legal, finance, and audit departments also helps in identifying potential risks early and implementing proactive solutions.

What does a tax planning manager do?

A Tax Planning Manager oversees the development and implementation of strategies to minimize a company's or individual's tax liabilities while ensuring compliance with tax laws and regulations. They analyze financial data, stay updated on tax legislation, and advise management or clients on the best ways to structure transactions and operations for tax efficiency. Additionally, they may supervise tax staff, coordinate with external auditors, and prepare or review tax returns. Their goal is to optimize tax outcomes and reduce risks related to tax compliance.

What are the key skills and qualifications needed to thrive as a tax planning manager?

To thrive as a Tax Planning Manager, you need a deep understanding of tax laws, strong analytical skills, and typically a degree in accounting, finance, or a related field, often supported by CPA or similar certification. Proficiency with tax software such as CCH Axcess, Thomson Reuters, and advanced Excel skills is highly valuable. Outstanding communication, attention to detail, and strategic thinking set top performers apart in this role. These skills are crucial for minimizing tax liabilities, ensuring compliance, and providing valuable guidance to clients or organizations.
What are popular job titles related to Tax Planning Manager jobs in Raleigh, NC? For Tax Planning Manager jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Tax Planning Manager jobs in Raleigh, NC look for? The top searched job categories for Tax Planning Manager jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Tax Planning Manager jobs? Cities near Raleigh, NC with the most Tax Planning Manager job openings:
Tax Planning Manager jobs near you

Tax Planning Program Manager

NC SECU

Raleigh, NC • Hybrid

$107K - $141K/yr

Full-time

Re-posted 3 days ago

Job description

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!

POSITION OVERVIEW

To serve as the vital link between complex tax strategy and field execution. This role is designed to support client-facing advisors by developing streamlined operational workflows, providing expert technical guidance, and delivering comprehensive training programs. The goal is to ensure advisors can deliver high-value tax planning services efficiently, accurately, and with a high degree of professional confidence.

ESSENTIAL RESPONSIBILITIES

Subject Matter Expertise - 45%

  • Case Consultation: Act as the primary internal resource for advisors encountering complex tax scenarios, providing research and strategic support.

  • Legislative Monitoring: Track changes in federal and state tax laws, proactively communicating changes and practical application with advisors, and updating internal resources accordingly.

Field Training & Professional Development - 35%

  • Curriculum Design: Build and facilitate training modules that translate complex tax legislation into actionable advice for advisors of varying experience levels.

  • Coaching: Provide one-on-one or group coaching sessions to help advisors identify tax planning opportunities within their existing books of business.

  • Onboarding: Lead the technical tax onboarding for new advisors, ensuring they are proficient in the firm's specific planning philosophy and tools.

Operational Support & Process Optimization - 20%

  • Workflow Design: Develop and maintain standardized operating procedures (SOPs) for tax planning deliverables to ensure consistency across the organization.

  • Resource Development: Create and curate advisor-facing tools.

  • Data Integrity: Oversee the integration of tax planning software within the broader scope of technologies to ensure seamless data flow and minimize manual entry errors.

REQUIRED QUALIFICATIONS

  • 5+ years of experience in tax planning, wealth management, or financial planning operations.

  • CPA or Masters in Tax

  • Knowledge of tax planning software, financial planning software and CRM systems.

  • Exceptional ability to simplify complex technical concepts for both internal staff and client-facing scenarios.

PREFERRED ATTRIBUTES

  • Professional Designations: CFP, TPCP, or Enrolled Agent (EA)

  • Strategic Mindset: A focus on "resource optimization"-constantly looking for ways to automate manual tasks and free up advisor time for member engagement.

  • Collaborative Spirit: A proven track record of working across departments (FAS Retail Delivery, Compliance, IT, and Marketing) to align strategic initiatives.

JOB ENVIRONMENT & PHYSICAL REQUIREMENTS

  • Hybrid expectations

  • Sitting for prolonged periods

  • Computer for prolonged periods

  • Travel throughout North Carolina

SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.

Disclaimer

State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.

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