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Spivey & Morton CPA PA

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Tax Manager

Wendell, NC · On-site

$100K - $150K/yr

About the Firm Spivey & Morton, CPA, PA is a public accounting firm providing tax, accounting ... Communicate with the IRS and state agencies on client matters as needed Qualifications * CPA ...

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Spivey & Morton CPA PA

Be Seen First

Tax Manager

Wendell, NC · On-site

$100K - $150K/yr

About the Firm Spivey & Morton, CPA, PA is a public accounting firm providing tax, accounting ... Communicate with the IRS and state agencies on client matters as needed Qualifications * CPA ...

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How much do the spivey agency jobs pay per year?

As of Aug 13, 2026, the average yearly pay for the spivey agency in the United States is $64,375.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,000.00 and $73,500.00 per year, depending on experience, location, and employer.

What is The Spivey Agency?

The Spivey Agency is an insurance agency that offers a range of insurance products to individuals, families, and businesses. Their services typically include providing auto, home, life, and business insurance policies, as well as helping clients find coverage that fits their needs and budget. Agents at The Spivey Agency work to guide customers through the insurance process, from policy selection to claims support. The agency is known for its personalized customer service and expertise in helping clients understand their insurance options.

What are the key skills and qualifications needed to thrive as an insurance agent at The Spivey Agency?

To thrive as an insurance agent, you need a solid understanding of insurance products, state-specific licensing, and a background in sales or customer service. Familiarity with insurance quoting systems, CRM software, and industry certifications like a state insurance license is typically required. Strong interpersonal skills, active listening, and persuasive communication help build client trust and close sales. These skills ensure agents can effectively match clients with suitable policies while maintaining compliance and growing the agency's client base.

What is the difference between The Spivey Agency vs Insurance Agent?

AspectThe Spivey AgencyInsurance Agent
CredentialsLicenses required (varies by state), insurance-specific certificationsLicenses required, insurance-specific certifications
Work EnvironmentOffice-based, remote, or hybrid; client meetings and policy consultationsOffice, remote, or field; client interactions and policy sales
Industry UsageInsurance sales, financial services, risk managementInsurance sales, financial services, risk management
Common Search IntentComparing agencies, career opportunities, services offeredInsurance policies, career info, agency comparisons

The Spivey Agency and Insurance Agent roles share similar credentials, work environments, and industry usage. The main difference is that The Spivey Agency refers to a specific agency, while Insurance Agent describes the profession across various agencies. Understanding these distinctions helps job seekers and clients find the right fit and services.

What does a typical day look like for an insurance agent at The Spivey Agency?

As an insurance agent at The Spivey Agency, you can expect your day to involve a blend of prospecting new clients, meeting with existing policyholders to review coverage, and processing policy applications or claims. Collaboration with underwriters and customer service representatives is common, ensuring clients receive tailored solutions and timely support. The role often includes attending local networking events and maintaining strong relationships within the community. Staying organized and up-to-date on industry regulations is key to success in this dynamic, client-focused environment.
What cities are hiring for The Spivey Agency jobs? Cities with the most The Spivey Agency job openings:
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What job categories do people searching The Spivey Agency jobs look for? The top searched job categories for The Spivey Agency jobs are:
The Spivey Agency jobs near you
Infographic showing various The Spivey Agency job openings in the United States as of August 2026, with employment types broken down into 2% As Needed, 74% Full Time, 10% Part Time, and 14% Contract. Highlights an 90% Physical, 2% Hybrid, and 8% Remote job distribution, with an average salary of $64,375 per year, or $30.9 per hour.

Tax Manager

Spivey & Morton CPA PA

Wendell, NC • On-site

$100K - $150K/yr

Full-time

Medical, PTO

This job post has expired today. Applications are no longer accepted.

Job description

About the Firm
Spivey & Morton, CPA, PA is a public accounting firm providing tax, accounting, payroll, and advisory services to individuals, businesses, and non-profit organizations. Our services include individual, business, estate and trust tax preparation, compiled and reviewed financial statements, tax planning and consulting, bookkeeping and payroll services. We are looking for an experienced Tax Manager to join our growing team.

Position Summary
The Tax Manager will oversee tax engagements for a diverse client base spanning individuals, businesses, and non-profits, while also contributing to compilation and review engagements. This role requires strong technical tax knowledge, the ability to manage client relationships directly, supervise staff, as well as review and sign tax returns.

Responsibilities

  • Prepare and review individual, business, and non-profit tax returns
  • Manage client relationships and serve as a primary point of contact for assigned engagements
  • Research and resolve complex tax issues, ensuring compliance with current tax law
  • Assist with compilation and reviewed financial statement engagements
  • Supervise, train, and review the work of staff accountants
  • Identify tax planning opportunities and provide proactive advisory support to clients
  • Manage engagement workflow and deadlines to ensure timely filing and delivery
  • Communicate with the IRS and state agencies on client matters as needed

Qualifications

  • CPA license preferred; EA or equivalent experience also considered
  • Minimum of 5 years of experience in public accounting, with a focus on tax
  • Experience with UltraTax, Fixed Assets CS, and QuickBooks Online preferred
  • Strong knowledge of individual, business, and non-profit tax compliance
  • Experience with compilation and review engagements
  • Excellent communication skills and the ability to manage client relationships
  • Strong organizational skills with the ability to manage multiple engagements and deadlines
  • Demonstrated ability to review and mentor junior staff

Location
Our firm operates two offices, located in Wilson, NC and Wendell, NC. This position will be based primarily at one location, with occasional travel to the other office as needed for meetings. Candidates must be willing to work from both locations as business needs require.


Pay: $100,000.00 - $150,000.00 per year


Benefits:

  • 401(k)
  • Continuing education credits
  • Health insurance
  • Paid time off


Work Location: In person