The Opportunity:

Executive Succession Track H&B Premier Tax & Accounting is seeking an experienced, business-minded CPA for our Chapel Hill practice. This position is uniquely structured around a planned multi-year executive succession. Working alongside established practice leadership and executive directors, the successful candidate will systematically absorb an existing, high-value client portfolio and assume full operational and technical directorship of the Chapel Hill office. We offer competitive compensation, comprehensive benefits, performance-based bonuses, and eligibility for consideration for profit participation and firm ownership for a dedicated professional looking to build a long-term home.

Key Responsibilities Tax Compliance & Review:

Lead, review, and finalize complex federal, state, and multi-state tax filings, including Forms 1040, 1065, 1120, 1120-S, 1041, and 990. Client Accounting Services (CAS): Oversee full-cycle CAS workflows—including monthly and quarterly closes, general ledger reconciliations, payroll coordination, sales tax compliance, and financial statement compilation in QuickBooks Online. Attest & Small Audit Engagements (Plus): Direct or assist with small audits, reviews, and compilations for closely held private businesses and non-profit organizations.

Client Advisory & Representation:

Serve as the year-round primary advisor for business owners, delivering entity structuring and proactive planning; draft tax research memoranda and represent clients before the IRS and state taxing authorities.

Succession & Practice Leadership:

Actively shadow outgoing senior leadership to transition key accounts; oversee workflow scheduling, engagement budgeting, and mentor junior tax associates and CAS staff.

Required Qualifications Professional Licensure:

Active, in-good-standing Certified Public Accountant (CPA) license (North Carolina or active reciprocity eligibility).

Professional Experience:

6+ years of progressive public accounting experience with substantial hands-on tax review and CAS management responsibility.

Technical Competence:

Deep proficiency across flow-through entities, corporate filings, high-net-worth individual taxation, and multi-state compliance.

Client Ownership:

Demonstrated track record of independently managing client relationships and communicating complex tax concepts clearly to business owners.

Career Focus:

Demonstrated commitment to a long-term succession horizon, practice directorship, and eventual firm ownership.

Preferred Qualifications & Tech Stack Assurance Experience:

Prior experience leading or participating in small audits, reviews, compilations, or not-for-profit attest engagements.

Tax & Accounting Stack:

Working proficiency with Thomson Reuters CS Professional Suite (UltraTax CS, Practice CS, Workpaper CS), CCH Axcess, and QuickBooks Online.

Workflow Systems:

Experience standardizing paperless document management and implementing digital client intake systems.

Compensation & Executive Benefits Base & Incentive Compensation:

Competitive base salary commensurate with experience and credentials, discussed confidentially during initial interviews.

Performance Bonus:

Annual performance-based bonus structure and portfolio retention/growth incentives.

Leadership & Ownership Path:

Development toward practice directorship, with eligibility for consideration for profit participation and firm ownership over time.

Retirement Plan:

401(k) plan with generous employer matching contributions.

Health Insurance:

Comprehensive health, dental, and vision insurance coverage.

Paid Time Off:

Generous PTO allowance and recognized firm paid holidays.

Professional Development:

100% firm-paid CPA licensing fees, professional society dues, and continuing professional education (CPE).

Flexibility:

Hybrid work flexibility available following the initial on-site onboarding and client ramp-up period. Equal Opportunity & Compliance Statement H&B Premier Tax & Accounting is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age (40 and older), disability, genetic information, veteran status, or any other characteristic protected by federal, state, or North Carolina law (including the NC Equal Employment Practices Act). All employment offers are contingent upon background verification and U.S. work eligibility confirmation in compliance with North Carolina E-Verify regulations.

Benefits:

401(k) 401(k) matching Health insurance Paid sick time Paid time off Professional development assistance Application Question(s): Do you have hands-on experience managing or reviewing monthly Client Accounting Services (CAS) / QuickBooks deliverables? Do you have experience leading or supporting small audits, reviews, or compilations?

Experience:

public accounting tax review: 5 years (Preferred)

License/Certification:

Certified Public Accountant (CPA) license (Required)

Work Location:

In person