Tax Manager - Financial Services

100X Recruiting; Charlotte (NC); On-site; USD 110,000 - 160,000; Full time

Job summary

100X Recruiting seeks a Tax Manager in the Financial Services Practice in Charlotte, NC for a full-time role. The ideal candidate has 5+ years of recent public accounting experience and ASC 740 expertise, and will manage complex tax compliance and consulting engagements for financial institutions.

The role includes technical reviews, engagement leadership, coaching and development of staff, and building client relationships while delivering high-quality tax work and contributing to business

Qualifications

• Bachelor’s degree in Accounting, Finance, or Law; Master’s in Tax/LLM preferred.
• 5+ years of recent public accounting experience.
• Strong background in corporate tax accounting; ASC 740 expertise preferred.
• EA license or CPA certification required.

Responsibilities

• Develop and maintain strong customer relationships within the financial services market.
• Perform technical reviews of federal and state tax workpapers, research, allocations, and tax returns.
• Review and assist with income tax accounting and ASC 740 reporting.
• Anticipate client needs and consult on emerging and complex tax issues.
• Coach and develop team members, providing guidance and year-round performance feedback.
• Represent the firm in the business community and within professional organizations.

Skills

Leadership

Communication

Project management

Networking

Education

Bachelor's in Accounting/Finance/Law

Master's in Tax/LLM preferred

Tools

Tax software

Job description

Tax Manager - Financial Services - Charlotte, NC

Who: A tax professional with 5+ years of recent public accounting experience and strong corporate/ASC 740 expertise.

What: Manage complex tax compliance and consulting engagements for financial institutions while leading a team and delivering high-quality technical reviews.

When: Full-time opportunity available immediately.

Where: Charlotte, NC

Why: To support a growing financial services tax practice, mentor developing professionals, and strengthen client relationships through high-level advisory work.

Office Environment: Collaborative, growth-focused, and committed to inclusion, engagement, and professional development.

Salary: Competitive and commensurate with experience.

Position Overview

The Tax Manager in the Financial Services Practice oversees tax compliance and consulting work for financial institutions and related service companies. This role includes technical review of tax research, workpapers, allocations, and tax returns, as well as income tax accounting support. Responsibilities also include team development, engagement management, and supporting business development efforts across the practice.

Key Responsibilities

• Develop and maintain strong customer relationships within the financial services market.
• Perform technical reviews of federal and state tax workpapers, research, allocations, and tax returns.
• Review and assist with income tax accounting and ASC 740 reporting.
• Anticipate client needs and consult on emerging and complex tax issues.
• Communicate engagement progress, challenges, and resolutions clearly to customers.
• Collaborate across teams to expand services and support overall firm growth.
• Manage engagement economics, including billing and collections.
• Continuously develop professional expertise and specialty knowledge.
• Coach and develop team members, providing guidance and year-round performance feedback.
• Build a professional network through colleagues, referral partners, prospects, and community involvement.
• Represent the firm in the business community and within professional organizations.
• Promote a culture of accountability, inclusion, engagement, and alignment with firm values.
• Set and achieve meaningful stretch goals to increase impact within the firm.

Qualifications

• Bachelor’s degree in Accounting, Finance, or Law; Master’s in Tax/LLM preferred.
• 5+ years of recent public accounting experience.
• Strong background in corporate tax accounting; ASC 740 expertise preferred.
• EA license or CPA certification required.
• Strong leadership and project management skills.
• Excellent communication and networking capabilities.
• Ability to manage and grow client relationships.
• Experience with tax software and technology tools.
• Strong multitasking ability and commitment to continuous learning.