Job Description
Join our award-winning tax team at Charlotte Tax Partners LLC, where financial expertise meets innovation. We're seeking a detail-oriented Tax Associate to support our growing client base of high-net-worth individuals and thriving businesses. Enjoy competitive compensation, hybrid work flexibility, and unparalleled career advancement in Charlotte's vibrant financial district. Our collaborative culture combines cutting-edge tax technology with personalized client service, making us a top employer in the region.
Responsibilities
- Prepare and review complex individual and corporate tax returns ensuring compliance with IRS regulations
- Conduct tax research and planning strategies for diverse client portfolios
- Manage client relationships through proactive communication and advisory services
- Utilize advanced tax software (e.g., Lacerte, ProSystem fx) for efficient processing
- Collaborate with senior associates on tax audits and IRS correspondence
- Maintain meticulous documentation and adhere to firm quality standards
- Stay current on tax law changes through continuous professional development
Qualifications
- Bachelor's degree in Accounting, Finance, or related field required
- CPA license or active pursuit (150+ credit hours)
- 2+ years of tax preparation experience in public accounting
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical skills with attention to detail
- Excellent written and verbal communication abilities
- Ability to manage multiple deadlines in a fast-paced environment