Senior Tax Accountant

We are seeking an experienced Tax Senior who is a CPA or an IRS Enrolled Agent (EA) to lead engagements and manage our tax team. You will oversee a portfolio of clients, review complex returns, guide planning strategies, and develop senior and staff accountants. This role reports to a Tax Partner and is a key step on the path to Principal.

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Key ResponsibilitiesManage a portfolio of individual, business, trust, and exempt organization clients from engagement through deliveryReview federal and North Carolina returns, including Forms 1040, 1065, 1120-S, 1120, 1041, and 990, for technical accuracy and qualityServe as the primary client contact, advising on tax planning, entity structure, succession, and multi-state issuesLead research on complex technical issues and prepare clear, well-supported memosRepresent clients before the IRS and North Carolina Department of Revenue in notices, examinations, and appealsManage workflow, budgets, deadlines, and realization across engagements, especially during busy seasonSupervise, train, and mentor seniors, staff, and interns, and provide timely performance feedbackPartner with firm leadership on process improvement, technology adoption, and quality controlSupport business development through client referrals, networking, and proposalsStay current on tax law changes and share updates with the team and clientsRepresent the firm in the Charlotte business and professional community
Required QualificationsActive CPA license (North Carolina or eligible for practice privileges) or active IRS Enrolled Agent (EA) statusBachelor's degree in accounting or a related field6+ years of public accounting tax experience, including at least 2 years in a supervisory or review roleStrong technical knowledge of federal income tax law, including pass-through entities and multi-state taxationExperience representing clients before the IRS and state taxing authoritiesProficiency with tax preparation and research software (e.g., CCH Axcess, UltraTax CS, GoSystem, RIA Checkpoint) and Microsoft ExcelExcellent written, verbal, and client communication skills
Preferred QualificationsMaster's degree in taxation or accountancyNorth Carolina state and local tax experienceExperience in real estate, construction, healthcare, manufacturing, or nonprofit industriesExperience with business transactions, partnership structuring, and succession planningEstablished professional network in the Charlotte area
Skills and AttributesStrong leadership and coaching abilitySound judgment and a high standard for qualityClient-focused and comfortable advising owners and executivesExcellent project management and prioritizationCommitment to ethics and professional standards
Compensation and BenefitsSalary range: $100,000 - $120,000, based on experience and credentialsPerformance-based bonusHealth, dental, and vision insurance401(k) with firm matchGenerous PTO and paid holidaysFlexible and hybrid work arrangements, with a seasonal busy-season scheduleAnnual CPE allowance and paid professional dues and licensing feesClear path to Senior Manager and Principal
Work EnvironmentThis position is based in our Charlotte, NC office with hybrid flexibility. xzbcwsv Extended hours are expected during tax season (roughly January through April and again before the October extension deadline), balanced by a lighter schedule in the off-season.