Tax Manager - Financial Services

Staff Financial Group; Charlotte (NC); On-site; USD 110,000 - 140,000; Full time

Job summary

Staff Financial Group in Charlotte, NC is seeking a Tax Manager to lead complex tax compliance and consulting engagements for financial institutions. You will supervise a team, review tax research and returns, and provide ASC 740 guidance.

The role emphasizes client relationship development, engagement management, and collaboration across practice groups, with a focus on mentoring staff and delivering high‑quality technical work in a growth‑oriented environment.

Qualifications

• Bachelor’s degree in Accounting, Finance, or Law; Master’s in Tax/LLM preferred.
• 5+ years of recent public accounting experience.
• EA license or CPA certification required.
• Strong leadership and project management skills.
• Excellent communication and networking capabilities.

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.
• Coach and develop team members, providing guidance and year-round performance feedback.
• Manage engagement economics, including billing and collections.
• Collaborate across teams to expand services and support firm growth.

Skills

Client relationships

Technical tax reviews

ASC 740

Leadership

Engagement management

Billing & collections

Team development

Education

Bachelor’s degree in Accounting/Finance/Law

Master’s in Tax/LLM (preferred)

CPA or EA certification required

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.