Tax Consultant CPA

Tax Consultant CPA

Fully Onsite

Charlotte, NC

Once in a career opportunity to join a dynamic, client-centered accounting firm located in the vibrant SouthPark area, offering top-tier tax consulting services to individuals, partnerships, S-Corporations, and trusts. Our firm fosters a professional yet personable work environment, where growth and development are actively encouraged. With a close-knit team, we provide a polished work setting and offer excellent benefits, including medical benefits with premiums fully covered by the firm, 401(k) matching after the first year, and a range of professional development opportunities.

As a Tax Consultant (CPA), you will be responsible for preparing and reviewing complex individual, partnership, S-corporation, and fiduciary income tax returns. You will work closely with clients, ensuring compliance with tax laws while providing personalized tax planning strategies to optimize their financial well-being. The ideal candidate will have 1-3 years of experience in a public firm setting, a CPA certification, and a proven ability to manage tax compliance independently.

Key Responsibilities:

• Prepare complex individual, partnership, S-Corporation, and fiduciary income tax returns
• Identify and execute tax planning strategies to maximize clients’ financial worth
• Support clients in dealing with the IRS and other tax authorities
• Conduct complex tax research and analysis, ensuring compliance with federal and state tax regulations
• Participate in virtual and phone client meetings, providing insightful tax guidance and planning
• Collaborate with internal teams to manage client accounts and deadlines efficiently

Qualifications:

• 1-3 years of experience in a public firm setting, focusing on tax returns for individuals, partnerships, S-Corporations, and trusts (experience from a small to medium-sized firm is preferred)
• CPA certification required (or CPA candidate in process)
• Solid understanding of federal and state tax compliance
• Experience with ProSystem fx Suite is a plus
• Proficiency in Microsoft Excel and other Microsoft products
• Excellent analytical and problem-solving skills
• Strong communication skills, both written and verbal
• Ability to work independently and manage multiple tasks in a fast-paced environment
• Professional and personable demeanor, with a strong sense of integrity and attention to detail

Why Join Us?

• Medical benefits with premiums covered 100% by the firm
• 401(k) with company match after one year
• CPE certification training fully covered by the firm to maintain CPA status
• Professional development opportunities, including Lunch and Learns several times per month
• Career progression with a potential track toward becoming a Tax Manager
• Hybrid work eligibility after one year of employment
• Work-life balance: 60 hours a week during peak tax seasons (Sept/Oct and Mar/Apr)
• Beautiful SouthPark office with onsite gym, coffee bar, free covered parking, and proximity to shops and restaurants

Work Environment:

Our business-casual office is situated in a walkable neighborhood, offering easy access to shopping, dining, and recreational amenities. We also host staff events throughout the year, including bowling nights, sporting events, and a holiday party to promote team bonding and fun!

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