Senior Tax Accountant

Join a growing Charlotte-based CPA firm as a Senior Tax Accountant and become part of a collaborative, client-focused team. This opportunity is ideal for a service-oriented tax professional who enjoys building relationships with privately held small- and mid-sized businesses while delivering exceptional tax and advisory services. You'll gain meaningful client exposure, strengthen your technical expertise through hands-on experience and ongoing professional development, and enjoy clear opportunities for career growth, leadership, and specialization as the firm continues to expand.

Responsibilities

Interact directly with clients to provide innovative tax planning, consulting, and compliance expertise; Prepare S-Corporations, Partnerships, C-Corporations, and ultra-high net worth individuals’ U.S. federal and multi-state income tax returns; Preparation of property tax returns, sales tax returns, and 1099 forms; Assist with tax calculations and reconciliations for book to tax differences, special projects in support of corporate goals, implement process improvements and other objectives as directed by the Executive Team; Perform initial technical reviews of staff and intern work; Prepare reconciliations and analyses for accounts as assigned and support external audits; Assist in the preparation of the Company's US (federal) quarterly and annual income tax provision calculations and related financial statement disclosures, including computation of book to tax differences, M-1/M-2/M-3, and supporting tasks related to ASC 740; Contribute to process and technology improvements aimed at streamlining compliance and reporting; Research tax issues, review legislative developments, and assist in the analysis

Requirements

Licensed or Eligible to sit for the CPA exam; Minimum of 3 tax seasons working with privately held companies; Motivated to be an advisor to a variety of business clients with varying skill levels

Nice to have

Licensed CPA; Experience with business clients $5-$50+ million in revenue; Industry knowledge for construction/contractors, real estate, and/or professional services; Experience with client accounting services, including bank reconciliations, fixed assets, prepaids and accruals, etc.; Prior experience in training and technical review of staff work; Seeking opportunities to guide and foster team members towards their technical and career goals

Benefits

Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental); Company-Paid Life and Long-Term Disability Insurance; Ancillary Benefits such as supplemental life insurance and short-term disability options; Classic Safe Harbor 401(k) Plan with employer contributions; Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning