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Tax Associate

Prestige Financial Partners
Charlotte, NC
Estimated Salary
USD 65.000 – USD 85.000
New
Live Update
12 September 2026
Deadline
12 Sep 2027

Job Description

Join our award-winning tax team in Charlotte, NC as a Tax Associate and accelerate your career in finance! We're seeking a detail-oriented professional to deliver exceptional tax services to high-net-worth clients and growing businesses. Enjoy a collaborative environment with mentorship from CPAs, competitive benefits, and opportunities for specialization in areas like international taxation or S-corps. Work in our modern downtown office with flexible scheduling options.

Responsibilities

  • Prepare and file federal, state, and local tax returns for individuals and businesses
  • Conduct tax research and ensure compliance with current tax laws and regulations
  • Analyze financial data to identify tax-saving opportunities and deductions
  • Collaborate with senior associates on complex tax planning strategies
  • Manage client relationships through proactive communication and tax consultations
  • Utilize tax software (ProSystem Tax, Lacerte) for efficient return processing
  • Assist in IRS audits and tax controversy resolutions

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field (CPA candidates preferred)
  • 2+ years of tax preparation experience (public accounting background ideal)
  • Proficiency in tax software and Microsoft Office Suite
  • Strong analytical skills with attention to detail
  • Excellent communication and client service abilities
  • Active CPA license or progress toward certification
  • Knowledge of IRS guidelines and tax compliance requirements

Required Skills

Tax Preparation Tax Compliance IRS Regulations Financial Analysis Client Communication ProSystem Tax Lacerte CPA

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