Senior CPA: Tax Strategy & Client Advisor

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

Benefits offered by this job

Salary $100,000 - $125,000 annually

ICHRA health reimbursement arrangement

401(k) with Roth option

Membership fees & continuing education

Paid holidays and PTO

Flexible summer scheduling

Job summary

Impact Performance Team seeks an experienced CPA to manage a portfolio of individual and business clients, handling tax preparation, review, planning, accounting oversight, and advisory services. You’ll work independently yet stay connected with firm leadership, reviewing others’ work, identifying planning opportunities, and ensuring timely, accurate delivery.

A strategic advisor to owners and a mentor to staff are expected.

Qualifications

• 5–8 years of public accounting experience.
• Strong technical tax knowledge and ability to communicate complex matters clearly.
• Experience reviewing work and mentoring staff.

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 point of 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 to clients and team members.
• Identify tax risks and planning opportunities and additional client needs.
• Review staff work and provide guidance.
• Coordinate with management to move assignments efficiently.
• Contribute to workflow improvements and quality control.

Skills

Public accounting experience

Client relationship management

Tax planning

Attention to detail

Tools

QuickBooks or equivalent

CCH Access Tax

Job description

Impact Performance Team seeks an experienced CPA to manage a portfolio of individual and business clients, handling tax preparation, review, planning, accounting oversight, and advisory services. You’ll work independently yet stay connected with firm leadership, reviewing others’ work, identifying planning opportunities, and ensuring timely, accurate delivery.

A strategic advisor to owners and a mentor to staff are expected.