Senior Tax Manager | Future Partner Opportunity

Overview

This role is with a member office based in Charlotte, NC. The position is for a service-oriented, personable CPA who enjoys working with privately held small- and mid-sized businesses and delivering business and tax guidance.

The role offers client-facing responsibilities, mentorship opportunities, and clear paths for advancement and specialization.

Responsibilities

• Maintain an active relationship with client management and decision-makers to ensure client service needs are met using available offerings.
• Interact directly with clients to provide business and tax planning, consulting, and compliance expertise.
• Review preparation of S-Corporations, Partnerships, C-Corporations, and ultra-high net worth individuals’ U.S. federal and multi-state income tax returns.
• Supervise and mentor a team of staff and interns within a mentorship program.
• Review fixed asset registers, prepaid and accrual schedules, month-end close process, and business personal property tax returns.
• Review and assist with tax calculations and reconciliations for book to tax differences, special projects supporting corporate goals, and implement process improvements and other objectives as directed by the Executive Team.
• Prepare or review reconciliations and analyses for accounts as assigned and support external audits.
• Assist with preparation of the Company’s U.S. (federal) quarterly and annual income tax provision calculations and related financial statement disclosures, including computation of book to tax differences, M-1/M-2/M-3.
• Contribute to client process and technology improvements to streamline compliance and reporting.
• Generate invoices for client services for partner review.
• Develop new business relationships with potential clients and company personnel to grow the clientele base and support ongoing efforts to obtain additional opportunities.

Requirements

• Active CPA license
• Minimum of 9 tax seasons working with privately held companies in public accounting
• Minimum of 4 tax seasons as a manager in public accounting performing technical review of work
• Experience with various versions of QuickBooks Desktop and Online

Preferred Qualifications

• Experience with business clients $5-$50+ million in revenue
• Industry knowledge for construction/contractors, real estate, and/or professional services
• Motivated to be an advisor to clients with varying skill levels
• Expertise in areas including income tax planning, estate and gift planning, international tax, and tax controversy
• Seeking opportunities to guide and foster team members toward their technical and career goals

Compensation & Benefits

• Salary range: $120,000.00-$175,000.00 annually, commensurate with experience and qualifications

Benefits include:

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
• Company-Paid Life and Long-Term & Short-Term Disability Insurance
• Ancillary benefits such as supplemental life insurance, critical illness, and accident insurance
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

Location

Charlotte, NC