Senior Tax Associate

Frederick Fox LLC; Charlotte (NC); On-site; USD 85,000 - 110,000; Full time

Job summary

Frederick Fox LLC in Charlotte, NC seeks a Senior Tax Associate to join a well-established accounting team. You will prepare and review individual, corporate, and partnership returns while offering tax planning guidance and mentoring junior staff.

The role emphasizes compliance with current tax laws and client service excellence. The ideal candidate has 2–5+ years of tax experience, CPA is preferred, and strong analytical and communication skills to collaborate with cross-functional teams and

Qualifications

• Bachelor’s degree in Accounting or related field.
• 2–5+ years of tax preparation and compliance experience.
• Experience with individual and business tax returns.
• CPA license preferred.
• Strong knowledge of tax laws and tax planning principles.

Responsibilities

• Prepare and review individual, corporate, and partnership tax returns.
• Analyze financial statements to identify tax-saving opportunities and provide planning recommendations.
• Conduct tax research and evaluate changes in tax legislation and regulations.
• Provide guidance and mentorship to junior tax associates in tax preparation, research, and client service.
• Collaborate with accounting, audit, and advisory teams to deliver client services.
• Communicate with clients to obtain necessary financial information and advise on tax compliance and planning.
• Identify potential tax risks and document activities.
• Assist with specialized filings, including trusts and not-for-profit tax returns.

Skills

Tax preparation

Tax compliance

Tax planning

Communication

Analytical skills

Mentoring

Education

Bachelor’s degree in Accounting

CPA license preferred

Job description

Senior Tax Associate

Job Description

We are seeking an experienced and detail-oriented Senior Tax Associate to join a professional accounting team. The ideal candidate will have a strong background in tax preparation, compliance, and planning, with experience handling individual and business tax returns. This role involves reviewing complex tax filings, providing tax planning recommendations, mentoring junior team members, and ensuring compliance with applicable tax laws and regulations.

Responsibilities

• Prepare and review individual, corporate, and partnership tax returns to ensure accuracy and compliance with applicable tax laws and regulations.
• Analyze financial statements, accounting records, and supporting documentation to identify tax-saving opportunities and provide tax planning recommendations.
• Conduct tax research and evaluate changes in tax legislation and regulations to assess their impact on clients.
• Provide guidance, mentorship, and technical support to junior tax associates in tax preparation, research, and client service.
• Collaborate with accounting, audit, and advisory teams to deliver comprehensive client services.
• Communicate with clients to obtain necessary financial information, address tax-related inquiries, and provide guidance on tax compliance and planning matters.
• Identify potential tax risks, recommend appropriate solutions, and maintain accurate documentation of tax-related activities.
• Assist with specialized tax filings, including trust and not-for-profit tax returns, as needed.

Requirements

• Bachelor’s degree in Accounting or a related field.
• Two to five or more years of tax preparation and compliance experience, preferably within a public accounting firm.
• Experience preparing and reviewing individual and business tax returns.
• Strong knowledge of applicable tax laws, regulations, and tax planning principles.
• Excellent analytical, organizational, and problem-solving skills.
• Strong written and verbal communication skills, with the ability to work effectively with clients and team members.
• Ability to manage multiple assignments, meet deadlines, and maintain a high level of accuracy.
• Certified Public Accountant (CPA) license preferred.
• Experience with trust tax returns and not-for-profit tax filings, including Form 990, is an advantage.
• Demonstrated experience in tax planning and the ability to mentor junior team members are highly desirable.