Tax Associate

Elevated Financial & Tax; Charlotte (NC); In loco; USD 45.000 - 65.000; Tempo pieno

Vantaggi offerti da questo lavoro

PTO 5 weeks

Holidays 10 days

Health insurance (optional)

Disability insurance

401(k) with employer match

Descrizione del lavoro

Elevated Financial & Tax in Charlotte, NC is seeking a detail-oriented Tax Preparer to join our full-time team. You will handle individual and small business returns, review documents, and communicate with IRS and state agencies to ensure accuracy and timeliness.

The role emphasizes organization, client service, and ongoing professional development, with benefits including PTO and holidays, optional health, dental and vision coverage, disability insurance, and a 401(k) with employer matching.

Competenze

• Bachelor’s Degree in Accounting or related field.
• Minimum of 1 year of professional tax preparation experience required; 2-3 years strongly preferred.
• CPA or EA credentials are a plus; driving to complete CPA is valued.
• Proficient in accounting, tax, and practice management software. Training on our tech stack provided.
• Highly organized with strong attention to detail and proficiency in Microsoft Office.
• Five weeks of paid time off (PTO) annually and ten paid holidays per year.

Mansioni

• Prepare individual (Form 1040) and small business (Schedule C, 1065, 1120‑S) tax returns
• Prepare other tax filing forms and special projects as assigned
• Review client‑provided financial documents and source data for accuracy and completeness
• Research and resolve tax issues, including correspondence with tax authorities
• Communicate directly with clients to gather information and answer tax‑related questions
• Maintain organized, up-to-date client files and documentation
• Commit to continuous professional development through ongoing education and training

Conoscenze

Attention to detail

Organizational skills

Communication skills

MS Office proficiency

Formazione

Bachelor’s Degree in Accounting or related field

Strumenti

TaxDome

Drake

QBO

Digits

Descrizione del lavoro

Compensation:

Commensurate with experience

About Us:

Elevated Financial & Tax is a full-service tax and accounting firm based in Charlotte, NC, providing individual and business tax preparation, tax planning, and financial services to a growing client base. We pride ourselves on accuracy, responsiveness, and building long-term relationships with the clients we serve.

Position Overview:

We are seeking a detail-oriented Tax Preparer to join our tax preparation team on a full-time, year-round basis. This role will handle a mix of individual and small business tax returns, support ongoing client correspondence with the IRS and state agencies, and contribute to the overall accuracy and timeliness of our tax preparation process.

Responsibilities:

• Prepare individual (Form 1040) and small business (Schedule C, 1065, 1120‑S) tax returns
• Prepare other tax filing forms and special projects as assigned
• Review client‑provided financial documents and source data for accuracy and completeness
• Research and resolve tax issues, including correspondence with tax authorities
• Communicate directly with clients to gather information and answer tax‑related questions
• Maintain organized, up-to-date client files and documentation
• Commit to continuous professional development through ongoing education and training

Qualifications:

• Bachelor’s Degree in Accounting or related field
• Minimum of 1 year of professional tax preparation experience required; 2-3 years strongly preferred
• CPA or EA credentials are a plus! If not yet licensed, a drive to complete the educational requirements and achieve your CPA is highly valued
• Proficient in accounting, tax, and practice management software. Experience with TaxDome, Drake, QBO, and/or Digits is a plus (training on our specific tech stack will be provided).
• Highly organized with strong attention to detail, proficiency in Microsoft Office (Word, Excel, Outlook), and the ability to comfortably manage multiple client files simultaneously
• Excellent written and verbal communication skills, both for client‑facing and internal teamwork.
• Five weeks of paid time off (PTO) annually
• Ten paid holidays per year
• Optional health, dental, and vision insurance
• Disability insurance
• Company 401(k) with up to 4% employer match, eligible after six months of employment