Job Description
Join Charlotte Financial Partners as a Tax Associate and become part of our award-winning tax advisory team. We're seeking a detail-oriented professional to deliver exceptional tax services to high-net-worth clients and growing businesses. Enjoy competitive compensation, comprehensive benefits, and clear career progression in one of America's fastest-growing financial hubs.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and corporations
- Conduct tax research and provide compliance guidance on evolving regulations
- Develop tax planning strategies to optimize client financial positions
- Manage client relationships through regular communication and advisory meetings
- Collaborate with audit and consulting teams on integrated financial solutions
- Maintain accurate documentation in compliance with IRS standards
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- CPA license or active pursuit preferred
- 2+ years of tax preparation experience in public accounting
- Proficiency in tax software (e.g., ProSystem fx, Lacerte)
- Strong analytical skills and attention to detail
- Excellent written and verbal communication abilities
- Ability to manage multiple deadlines in a fast-paced environment