Senior Tax Associate (Finance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Senior Tax Associate (Finance): Preparing and reviewing complex federal, state, and local tax returns for individuals, partnerships, and corporations with an accent on tax planning and compliance. Focus on minimizing client tax liabilities, conducting technical tax research, and mentoring junior staff.
Location: Must be based in Charlotte, NC
Salary: $85,000–$100,000
Company
is a fast-growing accounting platform partnering with leading firms across the US to modernize the profession through technology and AI.
What you will do
- Prepare and review federal, state, and local tax returns for individuals, partnerships, S Corporations, C Corporations, and trusts/estates.
- Analyze financial statements and documentation to ensure precise tax reporting.
- Identify tax planning opportunities and implement strategies to minimize client tax liabilities.
- Conduct deep tax research to stay on evolving laws and regulations.
- Communicate directly with clients to gather information and provide professional guidance.
- Mentor junior staff by reviewing their work and providing training.
Requirements
- Bachelor’s degree in Accounting or related field (Master’s in Taxation preferred).
- CPA license or active pursuit of CPA required.
- 3–6+ years of public accounting tax experience across various return types.
- Proficiency in tax software (e.g., ProSystem fx, UltraTax) and Microsoft Excel.
- Ability to work from the Charlotte, NC office.
- Typical working hours must align with EST.
Culture & Benefits
- Comprehensive health, dental, and vision insurance (options for fully paid employee coverage).
- Company-paid life and long-term disability insurance.
- Classic Safe Harbor 401(k) plan with employer contributions.
- Access to professional growth tools including Becker and LinkedIn Learning.
- Flexible schedule management to support work-life balance.
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