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Senior Tax Associate

Pinnacle Financial Partners
Charlotte, NC
Estimated Salary
USD 75.000 – USD 95.000
New
Live Update
5 September 2026
Deadline
5 Sep 2027

Job Description

Join our award-winning tax team in Charlotte's thriving financial district! We're seeking a detail-oriented Senior Tax Associate to drive compliance excellence for high-net-worth individuals and corporate clients. Enjoy competitive compensation, comprehensive benefits, and opportunities for rapid career advancement in one of America's fastest-growing finance hubs.

Responsibilities

  • Prepare and review complex individual, corporate, and partnership tax returns
  • Advise clients on tax planning strategies and IRS compliance requirements
  • Manage audit responses and represent clients before tax authorities
  • Utilize ProSystem fx and Lacerte software for tax compliance workflows
  • Mentor junior associates and implement process improvements
  • Develop client relationships through proactive tax consultation

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field
  • CPA license or active pursuit required
  • 3+ years public tax accounting experience
  • Expertise in federal, state, and local tax regulations
  • Proficiency in tax preparation software and data analytics tools
  • Strong analytical and client communication skills
  • Ability to manage multiple deadlines in a fast-paced environment

Required Skills

Tax Preparation IRS Compliance Financial Analysis GAAP Tax Software Client Advisory Audit Support

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