Senior Tax Advisor: Planning & Client Advisory

Concentric Corporation; Winston-Salem (NC); On-site; USD 85,000 - 120,000; Full time

Job summary

Concentric Corporation is conducting a confidential search for an experienced Tax Professional to join a growing professional services organization in Winston-Salem, NC. The role focuses on preparing and reviewing federal and state tax engagements for individuals, businesses, pass-through entities, and trusts, while supporting strategic tax planning and developing strong client relationships.

The ideal candidate has a strong public accounting foundation, with emphasis on individual and

Qualifications

• 3+ years of progressive public accounting experience.
• Experience preparing and reviewing individual and business tax returns.
• Strong understanding of individual and pass-through entity taxation and planning.
• Knowledge of federal and multi-state tax regulations.
• Working knowledge of GAAP and general accounting principles.
• Experience researching tax matters and applying technical guidance to client situations.
• Experience managing multiple client engagements and deadlines.
• Strong analytical, critical-thinking, and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to translate complex tax matters into clear guidance for clients.
• Strong interpersonal and relationship-building skills.
• Experience working directly with clients and managing ongoing client relationships.
• Ability to work collaboratively while independently managing assigned responsibilities.

Responsibilities

• Prepare and review federal and state tax engagements for individuals, businesses, pass-through entities, and trusts.
• Review tax returns and supporting documentation for accuracy, completeness, and compliance.
• Research federal, state, and multi-state tax matters and apply findings to client-specific situations.
• Provide proactive tax planning and identify opportunities that support clients' broader financial objectives.
• Serve as a trusted resource to clients by anticipating needs and providing clear, timely guidance.
• Develop and maintain strong client relationships through consistent communication and exceptional service.
• Explain complex tax matters in a clear and understandable way.
• Collaborate with tax, accounting, and financial professionals to provide coordinated client solutions.
• Manage multiple client engagements, projects, and deadlines simultaneously.
• Assist with year-round tax planning and advisory initiatives in addition to traditional compliance work.
• Identify opportunities where additional services or planning may benefit existing clients.
• Stay current on changes to federal and state tax laws, GAAP, and emerging tax planning opportunities.
• Provide guidance, technical support, and mentorship to less experienced team members.
• Participate in internal training, professional development, and knowledge-sharing initiatives.
• Contribute to process improvements and other initiatives that strengthen the overall client experience.

Skills

Public accounting

Tax preparation

Tax research

Client relationship

Communication skills

Education

Bachelor's degree in Accounting

CPA or EA designation

Tools

CCH Axcess

Engagement

Job description

Concentric Corporation is conducting a confidential search for an experienced Tax Professional to join a growing professional services organization in Winston-Salem, NC. The role focuses on preparing and reviewing federal and state tax engagements for individuals, businesses, pass-through entities, and trusts, while supporting strategic tax planning and developing strong client relationships.

The ideal candidate has a strong public accounting foundation, with emphasis on individual and