Job Description
Experience: Mid Level
Salary: $110,000 - $160,000 per year
Job Details
Key Responsibilities & Duties
- Manage and review complex tax engagements for individuals, S Corporations, C Corporations, and Partnerships.
- Provide tax planning, consulting, compliance, and advisory services.
- Research complex federal and state tax matters and develop practical client solutions.
- Manage engagement timelines, budgets, deliverables, and client expectations.
- Build and maintain strong client relationships through proactive communication.
- Collaborate with Partners, Principals, and firm leadership on client engagements.
- Review work prepared by staff for accuracy and compliance.
- Supervise, mentor, train, and develop tax professionals.
- Serve as a technical tax resource for the department.
- Assist with engagement staffing and workload management.
- Train employees on software, processes, and firm procedures.
- Recommend process improvements and operational efficiencies.
- Support firm growth initiatives and strategic goals.
Qualifications Needed
- Bachelor's Degree in Accounting, Taxation, Finance, or related field.
- CPA License or EA designation preferred but not required.
- Minimum 8+ years of public accounting experience with a concentration in taxation.
- Significant experience with Individual, S Corporation, C Corporation, and Partnership taxation.
- Experience providing tax planning, consulting, compliance, and advisory services.
- Advanced knowledge of federal and state tax laws and regulations.
- Strong tax research and problem-solving abilities.
- Proven ability to manage multiple client engagements and deadlines.
- Demonstrated success supervising, mentoring, and developing staff.
- Strong client relationship management and communication skills.
- Healthcare and/or Dental industry experience preferred.
- Proficiency with tax software such as UltraTax, CCH ProSystem fx, or ProSeries.
- Strong Microsoft Office skills.
A bit about us
Founded nearly three decades ago and based in North Carolina, we are a client-focused public accounting firm providing tax planning, consulting, advisory, and compliance services to individuals and privately held businesses. We take pride in building long-term client relationships, delivering practical tax solutions, and fostering a collaborative environment where professionals can develop their expertise and grow their careers.
Why join us?
- Competitive Compensation: Top-tier base salary (DOE) + bonus potential
- 401(k) with Company Match
- Comprehensive Benefits: Medical, Dental, Vision, Life Insurance
- Generous PTO & Paid Holidays
- Career Growth Opportunities: Clear path to leadership and partnership-track opportunities
- Collaborative Environment: Work alongside experienced tax professionals and firm leadership
- Professional Development: Ongoing technical training, mentorship, and CPA support
- Hybrid Flexibility Available
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