Tax Manager

Totlani & Partners; Charlotte (NC); On-site; USD 120,000 - 130,000; Full time

Benefits offered by this job

Bonuses

Medical reimbursement

Retirement plan

10 holidays

3 weeks PTO

Professional development

Recognition programs

Volunteer opportunities

Job summary

Totlani & Partners in Charlotte, NC seeks an experienced Accounting Manager to join the leadership team and transition from leave-compliance-heavy public accounting to a client-facing advisory role.

You will build client relationships, coach a team of five Accounting Specialists, and provide hands-on accounting support while driving process improvement and ensuring financial accuracy. The role offers a base salary in the $120k–$130k range with incentives and comprehensive benefits.

Qualifications

• Bachelor’s degree preferred
• 5+ years of accounting experience required
• Construction or contracting industry experience preferred
• Proficiency with QuickBooks and Excel
• Must reside in the Charlotte, NC area
• Travel to client locations ~10% of the time

Responsibilities

• Build and maintain strong client relationships
• Conduct regular client check-ins and quarterly business reviews
• Manage client scope, profitability, service quality, and satisfaction
• Identify opportunities to expand client relationships
• Escalate and help resolve client concerns and complex accounting matters
• Manage Accounting Specialist schedules and client assignments
• Review month-end closes and ensure outstanding items are resolved
• Provide hands-on accounting support when necessary
• Ensure established processes, procedures, and accounting best practices are followed
• Collaborate with senior leadership on client success and operational initiatives
• Coach, mentor, and manage a team of Accounting Specialists
• Conduct one-on-ones, training sessions, and performance reviews
• Provide actionable feedback and maintain team accountability
• Support hiring, onboarding, and employee training
• Maintain strong technical accounting knowledge and contribute to continuous improvement
• Participate in team meetings, company events, and relevant networking opportunities

Skills

Client relationship mgmt

Leadership

Communication

Problem solving

Accounting knowledge

Education

Bachelor’s degree in Accounting

Tools

QuickBooks

Excel

Job description

Our client, a growing accounting and consulting firm in the Charlotte area, is seeking an experienced Accounting Manager to join its leadership team.

Leave compliance-heavy public accounting for a client-facing advisory role where you’re the person actually helping business owners run their companies — with a $120–130K base and uncapped/meaningful commission for bringing in new business.

You should understand accounting and tax, and can sit down with a business owner, understand what’s happening in their business, clean up their books, explain their financials, handle their accounting needs, and recognize opportunities where you can provide additional services.”

This is a hands-on leadership opportunity for an accounting professional who excels at developing client relationships, coaching and managing teams, solving problems, and stepping in when needed. The Accounting Manager will lead a team of five Accounting Specialists while helping maintain a culture of accountability, collaboration, and exceptional client service.

The organization has an established track record, a growing client base, and a team-oriented culture. This is an excellent opportunity for someone who wants to have a visible impact within a growing professional services organization.

• $120,000–$130,000 base salary, depending on experience and performance
• Incentives and bonuses
• Pre-tax reimbursement for medical and dental insurance
• Retirement plan with employer matching contribution
• 10 paid holidays
• 3 weeks of PTO
• Professional development and advancement opportunities
• Employee recognition and milestone programs
• Volunteer and community service opportunities

Key Responsibilities

• Build and maintain strong client relationships
• Conduct regular client check-ins and quarterly business reviews
• Manage client scope, profitability, service quality, and satisfaction
• Identify opportunities to expand client relationships
• Escalate and help resolve client concerns and complex accounting matters
• Manage Accounting Specialist schedules and client assignments
• Review month-end closes and ensure outstanding items are resolved
• Provide hands‑on accounting support when necessary
• Ensure established processes, procedures, and accounting best practices are followed
• Collaborate with senior leadership on client success and operational initiatives
• Coach, mentor, and manage a team of Accounting Specialists
• Conduct one‑on‑ones, training sessions, and performance reviews
• Provide actionable feedback and maintain team accountability
• Support hiring, onboarding, and employee training
• Maintain strong technical accounting knowledge and contribute to continuous improvement
• Participate in team meetings, company events, and relevant networking opportunities

Qualifications

• Bachelor’s degree in Accounting preferred
• 5+ years of accounting experience required
• Construction or contracting industry experience preferred
• Strong client service, communication, and relationship‑management skills
• Proficiency with QuickBooks and Excel
• Strong organizational skills and attention to detail
• Self‑motivated with sound problem‑solving and decision‑making abilities
• Results‑oriented, dependable, and committed to high professional standards
• Must reside in the Charlotte, NC area
• Ability to travel to client locations approximately 10% of the time

The Ideal Candidate

The ideal candidate combines strong accounting expertise with a client‑service mindset and a practical leadership style. This person is comfortable delegating and developing others but is equally willing to roll up their sleeves and help the team solve problems.

Our client offers a fast‑paced, collaborative environment where employees are expected to take ownership of their work, support one another, and deliver a high level of service to clients.

The sweet spot is someone whose tax background has forced them to become a business advisor / relationship manager, because the role you described is really a hybrid of Client Advisory Services + bookkeeping/accounting + business development.

Our client is an equal opportunity employer.