Senior Tax Manager | Future Partner Opportunity

Current; Charlotte (NC); On-site; USD 120,000 - 175,000; Full time

Job summary

Current in Charlotte, NC seeks an experienced CPA-qualified professional to support private company clients with tax planning, compliance, and advisory services.

You will lead reviews for various entity structures, mentor junior staff, and collaborate on process improvements while delivering high‑quality client service and growth opportunities.

Qualifications

• Active CPA license
• Minimum of 9 tax seasons working with privately held companies in public accounting
• Minimum of 4 tax seasons as a manager in public accounting performing technical review of work
• Experience with QuickBooks Desktop and QuickBooks Online

Responsibilities

• Maintain client relationships with management and decision-makers to ensure service needs are met with all offerings.
• Interact with clients to provide business and tax planning, consulting, and compliance expertise.
• Review the preparation of S‑Corporations, Partnerships, C‑Corporations, and high‑net‑worth individuals’ U.S. federal and multi‑state returns.
• Supervise and mentor staff and interns within the mentorship program.
• Support tax calculations, reconciliations, and book‑to‑tax differences; implement process improvements.

Education

CPA license

Tools

QuickBooks Desktop

QuickBooks Online

Job description

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

Join a growing Charlotte-based CPA firm where client relationships, collaboration, and career growth come first. We're looking for service-oriented, personable professionals who are passionate about supporting privately held small- and mid-sized businesses. Through hands-on experience, mentorship, and formal training, you'll have the opportunity to build your technical skills, work directly with clients, and grow your career with clear paths for advancement and specialization.

Responsibilities

• Maintain an active relationship with client management and decision-makers to ensure all client service needs are being met with all available offerings.
• Interact directly with clients to provide innovative business and tax planning, consulting, and compliance expertise.
• Review the preparation of S‑Corporations, Partnerships, C‑Corporations, and ultra‑high net worth individuals’ U.S. federal and multi‑state income tax returns.
• Supervise and mentor a team of staff and interns within our mentorship program.
• Review fixed asset registers, prepaid and accrual schedules, month‑end close process, and business personal property tax returns.
• Review and assist with tax calculations and reconciliations for book‑to‑tax differences, special projects in support of corporate goals, implement process improvements and other objectives as directed by the Executive Team.
• Prepare or review reconciliations and analyses for accounts as assigned and support external audits.
• Assist in the preparation of the Company’s US (federal) quarterly and annual income tax provision calculations and related financial statement disclosures, including computation of book‑to‑tax differences, M‑1/M‑2/M‑3.
• Contribute to client processes and technology improvements aimed at streamlining compliance and reporting.
• Generate invoices for client services for partner review.
• Actively develop new business relationships with potential clients and company personnel to grow the clientele base and work to foster ongoing efforts to obtain additional opportunities for the firm.

Requirements

• Active CPA license
• Minimum of 9 tax seasons working with privately held companies in public accounting
• Minimum of 4 tax seasons as a manager in public accounting performing technical review of work
• Experience with various versions of QuickBooks Desktop and Online.

Preferred

• Experience with business clients $5‑$50+ million in revenue
• Industry knowledge for construction/contractors, real estate, and/or professional services
• Motivated to be an advisor to a variety of clients with varying skill levels
• Expertise in areas including income tax planning, estate and gift planning, international tax, and tax controversy
• Seeking opportunities to guide and foster team members towards their technical and career goals

Compensation & Benefits

This position offers a competitive salary range of $120,000.00–$175,000.00 annually, commensurate with experience and qualifications.

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

Equal Opportunity

We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.