Senior Tax Preparer - Close-Held Businesses, Flexible

Insite US; Charlotte (NC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Bonus potential

Flexible environment

Four weeks vacation

401(k) plan

Medical insurance

Study assistance

Dues covered

New client incentives

Free parking

Job summary

Insite US in Charlotte, NC is seeking an experienced Tax Preparer / Senior Tax Staff to join our growing tax team. This role focuses on partnerships, S-corps, individuals and fiduciaries, with hands-on preparation and close collaboration with a varied portfolio of closely held businesses and their owners.

You’ll handle 1065, 1120-S, 1040 and 1041 returns, manage deadlines, and contribute to a high-quality client service experience.

Qualifications

• 2+ years of tax preparation experience in a CPA/public accounting environment.
• Hands-on experience preparing tax returns, not just tax administration.
• Experience with 1065 and/or 1120-S returns.
• Experience with 1040s; 1041 exposure is a bonus.
• CPA candidate or progress toward CPA is advantageous, not essential.

Responsibilities

• Prepare federal and state partnership (1065) and S corporation (1120-S) returns.
• Prepare individual (1040) and fiduciary (1041) returns.
• Review financial information to ensure accurate reporting.
• Identify tax issues and resolve queries during preparation.
• Manage multiple returns and deadlines during the tax cycle.
• Collaborate with experienced tax professionals to deliver high-quality client service.
• Develop technical knowledge across business and individual taxation.

Skills

Tax return preparation

Attention to detail

Deadline management

Client service

Education

CPA candidate or CPA track

Job description

Insite US in Charlotte, NC is seeking an experienced Tax Preparer / Senior Tax Staff to join our growing tax team. This role focuses on partnerships, S-corps, individuals and fiduciaries, with hands-on preparation and close collaboration with a varied portfolio of closely held businesses and their owners.

You’ll handle 1065, 1120-S, 1040 and 1041 returns, manage deadlines, and contribute to a high-quality client service experience.