Senior CPA Advisor: Tax Strategy & Client Leadership

Impact Performance Team; Charleston (SC); On-site; USD 100,000 - 125,000; Full time

Benefits offered by this job

ICHRA health coverage

401(k) with Roth option

Paid holidays

Paid time off

Membership fees paid

Flexible scheduling in summer

Job summary

Impact Performance Team seeks an experienced CPA to manage a portfolio of individual and business clients, delivering tax preparation, review, planning, and advisory services. The role requires strong technical judgment, attention to detail, and independent work with firm leadership support.

You will own client relationships, review staff work, and drive efficiency with the team. The ideal candidate will bring 5–8 years in public accounting, a solid understanding of federal and state tax

Qualifications

• Licensed CPA with public accounting background.
• 5-8 years of public accounting experience.
• Experience preparing and reviewing federal and state tax returns.

Responsibilities

• Prepare and review federal and state tax returns for individuals, partnerships, S corporations, C corporations, fiduciaries, and nonprofits.
• Manage a portfolio of clients and serve as a year-round contact.
• Provide proactive tax planning and practical recommendations to individuals and business owners.
• Review financial statements, workpapers, ledgers, and supporting documentation.
• Research tax matters and communicate findings clearly to clients and team members.
• Identify tax risks and planning opportunities.

Skills

Licensed CPA

5-8 years experience

Client management

Tax planning

Attention to detail

Communication skills

QuickBooks

CCH Access Tax

Tools

QuickBooks

CCH Access Tax

Workflow software

Job description

Impact Performance Team seeks an experienced CPA to manage a portfolio of individual and business clients, delivering tax preparation, review, planning, and advisory services. The role requires strong technical judgment, attention to detail, and independent work with firm leadership support.

You will own client relationships, review staff work, and drive efficiency with the team. The ideal candidate will bring 5–8 years in public accounting, a solid understanding of federal and state tax