Job Description
Join Charlotte's premier tax advisory firm as a Tax Associate and accelerate your career in finance! We're seeking a detail-oriented professional to support our growing client base of high-net-worth individuals and corporations. Enjoy competitive compensation, comprehensive benefits, and a dynamic work environment in the heart of Uptown Charlotte.
Responsibilities
- Prepare and review federal, state, and local tax returns for individuals and businesses
- Conduct tax research and provide compliance guidance to clients
- Assist in tax planning strategies to optimize client outcomes
- Collaborate with senior staff on complex tax engagements
- Utilize tax software (e.g., Lacerte, ProSystem fx) for efficient processing
- Maintain accurate client documentation and meet filing deadlines
- Participate in continuing education to maintain CPA/EA credentials
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 2+ years of tax preparation experience (public or corporate)
- Active CPA or Enrolled Agent license preferred
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical and problem-solving abilities
- Excellent written and verbal communication skills
- Ability to manage multiple deadlines in a fast-paced environment
- Knowledge of current tax laws and regulations