Tax Advisor

Sherpa | Recruiting, Staffing & Consulting; Charlotte (NC); On-site; USD 86,000 - 105,000; Full time

Job summary

Sherpa is seeking a Tax Advisor in Charlotte, NC to prepare returns for individuals and entities and to support client tax activities with accuracy and compliance. 2–4 years of tax compliance experience and CPA or Enrolled Agent credentials are preferred.

You will communicate with IRS and tax authorities, advise clients, and ensure timely, precise filings in a collaborative professional services setting. The candidate should be detail-oriented, a strong communicator, and capable of managing

Qualifications

• Two to four years of tax compliance experience is necessary (individual/partnership/corporation/trust).
• CPA or Enrolled Agent candidate required.
• Solid understanding and experience with federal and state tax compliance.
• Prior experience preparing complex individual/s-corp/estate/partnership tax returns.

Responsibilities

• Prepare individual, partnership, corporation and fiduciary income tax returns for review
• Support clients in tax related activities
• Manage communication with IRS, tax authorities or other parties
• Prepare and e-file W-2’s, 1099MISC, 1099NEC, and 1099INT

Skills

Strong communication

Attention to detail

Client relations

Education

CPA or EA credential

Job description

Job Overview – Tax Advisor – 34046

Our client, a professional services firm who has been in business for more than 40 years, is looking for a Tax Advisor to join their team due to the retirement of valued teammate. The ideal candidate will have knowledge of tax laws and compliance standards and the ability to anticipate needs both internally and externally for tax return activities. In addition, they'll need to be a skilled communicator with a client relations background, attentive to detail and knowledgeable of tax prep processes and procedures.

Compensation: To $95K

This is a great opportunity for a motivated and organized individual who enjoys interacting with a wide variety of clients. Two to four years of tax compliance experience is necessary (individual/partnership/corporation/trust). CPA or Enrolled Agent candidate required.

Duties

• Prepare individual, partnership, corporation and fiduciary income tax returns for review
• Support clients in tax related activities
• Manage communication with IRS, tax authorities or other parties
• Prepare and e-file W-2’s, 1099MISC, 1099NEC, and 1099INT

Requirements/Competencies

• Solid understanding and experience with federal and state tax compliance
• Prior experience preparing complex individual/s-corp/estate/partnership tax returns

Additional Job Details

Workplace Policy: Seniority Level: Associate Level

About Our Process

• We will notify you if you are selected as a candidate for this role. If not, but you fit our specializations, we'll consider you for future openings, and encourage you to apply for other Sherpa roles you're qualified for/interested in.
• Non-Local Candidates: Please note that you are competing with local candidates who don’t require relocation expenses and can start quickly, so let us know if you have plans to move to the area soon.
• Candidates for all Sherpa opportunities must be authorized to work in the United States.
• Sherpa is an Equal Opportunity Employer.