State & Local Tax Associate — Data & Excel Focus (Charlotte)

Cherry Bekaert LLP; Charlotte (NC); On-site; USD 66,000 - 76,000; Full time

Benefits offered by this job

Annual bonus

Medical, dental, and vision insurance

Disability and life insurance

Paid Time Off

Retirement plans

Paid Care Leave

Job summary

Cherry Bekaert LLP in Charlotte, NC, is seeking a Sales & Local Tax Staffer to support state tax advisory work. You will work with tax professionals on a variety of projects, perform data entry in Excel, and help organize client records and forms.

The role emphasizes data gathering, analysis, and research of state statutes, with a focus on accuracy, client communication, and timely project updates. Strong Excel skills and a bachelor's degree in accounting are preferred.

Qualifications

• Bachelor’s degree, preferably in accounting.
• Strong Excel data manipulation skills.
• Ability to work overtime during peak seasons.
• Proficiency with Excel, Word, and PowerPoint.
• Access experience is a plus.
• Excellent interpersonal and communication skills.
• High attention to detail.
• Team-oriented with ability to work in a fast-paced environment.

Responsibilities

• Work directly with tax professionals on a wide variety of projects, including data entry in Excel, copying client records, organizing data files, completing forms, sending and managing receipt of correspondence with State tax agencies, and various other client-related administrative tasks
• Gather, manipulate, and analyze data
• Participate in research of state tax statutes, regulations, and rulings
• Thoroughly verify work for completeness and accuracy
• Interact with clients via on-site meetings, video calls, and project status reports

Education

Bachelor’s degree in accounting

Overtime availability

Team player

Attention to detail

Interpersonal communication

Excel data manipulation

Data gathering & analysis

Research state tax statutes

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Access

Job description

Cherry Bekaert LLP in Charlotte, NC, is seeking a Sales & Local Tax Staffer to support state tax advisory work. You will work with tax professionals on a variety of projects, perform data entry in Excel, and help organize client records and forms.

The role emphasizes data gathering, analysis, and research of state statutes, with a focus on accuracy, client communication, and timely project updates. Strong Excel skills and a bachelor's degree in accounting are preferred.