Tax Manager

Career Legal; Charlotte (NC); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with firm match

Generous PTO and paid holidays

Hybrid work arrangements

Job summary

Career Legal in Charlotte, NC seeks an experienced Tax Manager to lead engagements, supervise a tax team, review complex returns, and guide planning strategies. This role reports to a Tax Partner and is a key step toward Principal.

You will manage a portfolio of individual, business, trust, and exempt organization clients, mentor seniors and staff, and collaborate on process improvement and growth initiatives. Hybrid work in Charlotte with busy-season hours.

Qualifications

• Active CPA license in NC or eligible for practice privileges, or EA status.

Responsibilities

• Manage a portfolio of individual, business, trust, and exempt organization clients from engagement through delivery.
• Review federal and North Carolina returns (Forms 1040, 1065, 1120-S, 1120, 1041, 990) for accuracy.
• Lead tax planning discussions and advise on entity structure, succession, and multi-state issues.
• Lead complex tax research and prepare clear memos to support recommendations.
• Represent clients before the IRS and NC Department of Revenue in notices, examinations, and appeals.
• Manage workflow, budgets, deadlines, and realization across engagements, especially during busy season.
• Supervise, mentor, and evaluate seniors, staff, and interns.
• Collaborate with firm leadership on process improvement and quality control.
• Support business development through client referrals and proposals.
• Stay current on tax law changes and disseminate updates to team and clients.
• Represent the firm in the Charlotte business community.

Skills

Leadership

Communication

Project management

Quality standards

Client relations

Education

Bachelor's degree in accounting

Master's degree in taxation

CPA or EA certification

North Carolina practice eligibility

Tools

CCH Axcess

UltraTax CS

GoSystem

RIA Checkpoint

Microsoft Excel

Job description

We are seeking an experienced Tax Manager who is a CPA or an IRS Enrolled Agent (EA) to lead engagements and manage our tax team. You will oversee a portfolio of clients, review complex returns, guide planning strategies, and develop senior and staff accountants. This role reports to a Tax Partner and is a key step on the path to Principal.

Key Responsibilities

• Manage a portfolio of individual, business, trust, and exempt organization clients from engagement through delivery
• Review federal and North Carolina returns, including Forms 1040, 1065, 1120-S, 1120, 1041, and 990, for technical accuracy and quality
• Serve as the primary client contact, advising on tax planning, entity structure, succession, and multi-state issues
• Lead research on complex technical issues and prepare clear, well-supported memos
• Represent clients before the IRS and North Carolina Department of Revenue in notices, examinations, and appeals
• Manage workflow, budgets, deadlines, and realization across engagements, especially during busy season
• Supervise, train, and mentor seniors, staff, and interns, and provide timely performance feedback
• Partner with firm leadership on process improvement, technology adoption, and quality control
• Support business development through client referrals, networking, and proposals
• Stay current on tax law changes and share updates with the team and clients
• Represent the firm in the Charlotte business and professional community

Required Qualifications

• Active CPA license (North Carolina or eligible for practice privileges) or active IRS Enrolled Agent (EA) status
• Bachelor's degree in accounting or a related field
• 6+ years of public accounting tax experience, including at least 2 years in a supervisory or review role
• Strong technical knowledge of federal income tax law, including pass-through entities and multi-state taxation
• Experience representing clients before the IRS and state taxing authorities
• Proficiency with tax preparation and research software (e.g., CCH Axcess, UltraTax CS, GoSystem, RIA Checkpoint) and Microsoft Excel
• Excellent written, verbal, and client communication skills

Preferred Qualifications

• Master's degree in taxation or accountancy
• North Carolina state and local tax experience
• Experience in real estate, construction, healthcare, manufacturing, or nonprofit industries
• Experience with business transactions, partnership structuring, and succession planning
• Established professional network in the Charlotte area

Skills and Attributes

• Strong leadership and coaching ability
• Sound judgment and a high standard for quality
• Client-focused and comfortable advising owners and executives
• Excellent project management and prioritization
• Commitment to ethics and professional standards

Compensation and Benefits

• Salary range: $120,000 – $150,000, based on experience and credentials
• Performance-based bonus
• Health, dental, and vision insurance
• 401(k) with firm match
• Generous PTO and paid holidays
• Flexible and hybrid work arrangements, with a seasonal busy-season schedule
• Annual CPE allowance and paid professional dues and licensing fees
• Clear path to Senior Manager and Principal
• This position is based in our Charlotte, NC office with hybrid flexibility. Extended hours are expected during tax season (roughly January through April and again before the October extension deadline), balanced by a lighter schedule in the off-season.