Tax-Focused CPA: Client Returns & Planning

Sherpa | Recruiting, Staffing & Consulting; Charlotte (NC); On-site; USD 72,000 - 88,000; Full time

Job summary

Sherpa is seeking a Certified Public Accountant in Charlotte for a tax-focused role. The position offers growth within a collaborative firm and involves handling individual and business tax returns, tax planning, and client communication.

Active CPA license is required with 2+ years of accounting or tax experience preferred. Strong attention to detail and the ability to manage multiple deadlines are essential, with UltraTax experience as a plus.

Qualifications

• Active CPA license required.
• 2+ years of accounting or tax experience preferred.
• Some tax experience preferred, but not required.
• Strong understanding of accounting fundamentals.
• Strong attention to detail and organization.
• Ability to manage multiple clients and deadlines.
• Good written and verbal communication skills.
• UltraTax experience is a plus, but not required.
• Candidates with a corporate accounting background and interest in tax are encouraged to apply.

Responsibilities

• Prepare individual and business tax returns.
• Assist with corporate, partnership, and fiduciary tax returns.
• Review financial information and supporting documents.
• Assist with tax planning and research.
• Work directly with clients to gather needed information.
• Assist with accounting and financial reporting as needed.
• Manage multiple clients and deadlines.
• Maintain organized workpapers and client records.

Skills

CPA license

Tax experience

Attention to detail

Communication skills

Tools

UltraTax

Job description

Sherpa is seeking a Certified Public Accountant in Charlotte for a tax-focused role. The position offers growth within a collaborative firm and involves handling individual and business tax returns, tax planning, and client communication.

Active CPA license is required with 2+ years of accounting or tax experience preferred. Strong attention to detail and the ability to manage multiple deadlines are essential, with UltraTax experience as a plus.