Senior Tax Manager | Future Partner Opportunity

Crete Professionals Alliance; Charlotte (NC); On-site; USD 120,000 - 145,000; Full time

Benefits offered by this job

Health, Dental, and Vision Insurance

Company-Paid Life and Long-Term Disability Insurance

401(k) Plan with employer contributions

Opportunities for professional growth

Job summary

A leading accounting firm located in Charlotte, NC is seeking an experienced Tax Manager to oversee tax return preparations and manage client relationships. The successful candidate will lead proactive tax planning and have a strong background in various tax return types. This position offers a competitive salary between $120,000 and $145,000 annually and includes benefits such as health insurance, a 401(k) plan, and opportunities for professional development. Join us to thrive in a supportive and inclusive workplace.

Qualifications

• 5–8+ years of public accounting tax experience, preferably in a small or mid-sized firm.
• Strong experience with a variety of tax return types and industries.
• In-depth knowledge of federal and state tax laws and regulations.

Responsibilities

• Manage and review the preparation of federal, state, and local tax returns.
• Serve as the primary point of contact for clients.
• Provide proactive tax planning and consulting.

Skills

Client relationship management

Tax preparation and review

Research complex tax issues

Project management

Education

Bachelor’s degree in Accounting

Master’s in Taxation (preferred)

CPA license

Tools

UltraTax

ProSystem fx

Microsoft Excel

Job description

Founded in 2023, Crete Professionals Alliance (Crete PA) delivers big four firepower to local American firms. Our rapid growth has made us a magnet for leading firms nationwide, eager to join our revolution in accounting. We empower small to mid-market firms with PE-backed capital, strategic technology partnerships, and innovative workforce solutions—including national recruiting and offshore support—while preserving a personal, local touch. With a presence in over half the US, 31 regional offices, 1,500 dedicated professionals, and offshore operations in Asia, we're the fastest-growing accounting firm in the nation and well on our way to the top 20. At Crete PA, our culture and relationships are the cornerstone of our success, and we’re always looking for talented, ambitious people to join our team. Do you have what it takes to keep up?

Our member firm is hiring for their offices based in Charlotte, NC!

Position Summary

We are seeking an experienced Tax Manager to join our firm. This role will oversee the preparation and review of a wide range of tax returns, manage client relationships, and provide strategic tax planning and advisory services. The ideal candidate is a proactive leader who thrives in a collaborative, client-focused environment and enjoys working with a variety of individuals and businesses.

Key Responsibilities

• Manage and review the preparation of federal, state, and local tax returns for:

  • Individuals (Form 1040)

  • Partnerships (Form 1065)

  • S Corporations (Form 1120-S)

  • C Corporations (Form 1120)

  • Trusts and estates (Form 1041)

• Serve as the primary point of contact for clients, building and maintaining strong relationships

• Provide proactive tax planning and consulting to minimize client tax liabilities and support long-term financial goals

• Research complex tax issues and provide clear, actionable guidance

• Manage multiple client engagements and ensure timely delivery of services, especially during peak tax seasons

• Review and supervise the work of senior associates and staff; provide coaching, training, and performance feedback

• Assist partners with practice development, client onboarding, and retention strategies

• Handle IRS and state tax notices, audits, and correspondence

• Identify process improvements and help enhance firm efficiency and workflows

Qualifications

• Bachelor’s degree in Accounting or related field (Master’s in Taxation preferred)

• CPA license required

• 5–8+ years of public accounting tax experience, preferably in a small or mid-sized firm

• Strong experience with a variety of tax return types and industries

• In-depth knowledge of federal and state tax laws and regulations

• Proficiency in tax software (e.g., UltraTax, ProSystem fx, or similar) and Microsoft Excel

• Proven ability to manage multiple projects and deadlines

This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs.

We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of $120,000-145,000 annually, commensurate with experience and qualifications.

Benefits

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)

• Company-Paid Life and Long-Term Disability Insurance

• Ancillary Benefits such as supplemental life insurance and short-term disability options

• Classic Safe Harbor 401(k) Plan with employer contributions

• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!

Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state or federal law.