Senior Tax Accountant

Crete Professionals Alliance; Charlotte (NC); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Health, Dental, and Vision Insurance

Company-Paid Life and Long-Term Disability Insurance

401(k) Plan with employer contributions

Professional growth opportunities

Job summary

A growing accounting firm in Charlotte, NC is seeking a Senior Tax Associate. This role involves preparing various tax returns, analyzing financial records, and providing guidance to clients. Candidates should possess a Bachelor’s in Accounting, a CPA license, and 3–6+ years of public accounting experience. The position offers a salary range of $85–100k annually and benefits including health insurance and a 401(k) plan. Join a firm that values growth and inclusivity in the workplace.

Qualifications

• 3–6+ years of public accounting tax experience is required.
• Experience with a variety of tax return types including individual and business.
• Strong knowledge of federal and state tax regulations.

Responsibilities

• Prepare and review federal, state, and local tax returns.
• Analyze financial statements for accurate tax reporting.
• Identify tax planning opportunities.

Skills

Detail-oriented

Analytical skills

Organizational skills

Communication skills

Interpersonal skills

Problem-solving skills

Education

Bachelor’s degree in Accounting

Master’s in Taxation

CPA license or active pursuit

Tools

ProSystem fx

UltraTax

Microsoft Excel

Job description

Founded in 2023, Crete Professionals Alliance (Crete PA) delivers big four firepower to local American firms. Our rapid growth has made us a magnet for leading firms nationwide, eager to join our revolution in accounting. We empower small to mid-market firms with PE-backed capital, strategic technology partnerships, and innovative workforce solutions—including national recruiting and offshore support—while preserving a personal, local touch. With a presence in over half the US, 31 regional offices, 1,500 dedicated professionals, and offshore operations in Asia, we're the fastest-growing accounting firm in the nation and well on our way to the top 20. At Crete PA, our culture and relationships are the cornerstone of our success, and we’re always looking for talented, ambitious people to join our team. Do you have what it takes to keep up?

Our member firm is hiring for their offices based in Charlotte, NC!

Position Summary

We are seeking a detail-oriented and experienced Senior Tax Associate to join our firm. This role is responsible for preparing and reviewing a wide variety of tax returns, supporting tax planning initiatives, and serving as a key point of contact for clients. The ideal candidate is technically strong, organized, and comfortable working in a collaborative, client-focused environment.

Key Responsibilities

• Prepare and review federal, state, and local tax returns for:
  • Individuals (Form 1040)
  • Partnerships (Form 1065)
  • S Corporations (Form 1120-S)
  • C Corporations (Form 1120)
  • Trusts and estates (Form 1041)
• Analyze financial statements and supporting documentation to ensure accurate tax reporting
• Identify tax planning opportunities and assist in implementing strategies to minimize client tax liabilities
• Conduct tax research and stay current on tax laws and regulations
• Communicate directly with clients to request information, answer questions, and provide guidance
• Review work prepared by junior staff and provide mentorship and training
• Coordinate and manage multiple engagements and deadlines during peak tax seasons
• Assist with IRS and state tax notices, audits, and correspondence
• Support partners and managers with special projects and advisory services

Qualifications

• Bachelor’s degree in Accounting or related field (Master’s in Taxation preferred)
• CPA license or active pursuit of CPA required
• 3–6+ years of public accounting tax experience
• Experience with a variety of tax return types (individual, business, and fiduciary)
• Strong knowledge of federal and state tax regulations
• Proficiency in tax software (e.g., ProSystem fx, UltraTax, or similar) and Microsoft Excel
• Excellent analytical, organizational, and problem-solving skills
• Strong communication and interpersonal skills

This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs.

We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of $85-100k annually, commensurate with experience and qualifications.

In addition to a rewarding career, we provide a robust benefits package, including:

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

We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!

Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state or federal law.