Tax Preparer

Insite US; Charlotte (NC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Bonus potential

Flexible environment

Four weeks vacation

401(k) plan

Medical insurance

Study assistance

Dues covered

New client incentives

Free parking

Job summary

Insite US in Charlotte, NC is seeking an experienced Tax Preparer / Senior Tax Staff to join our growing tax team. This role focuses on partnerships, S-corps, individuals and fiduciaries, with hands-on preparation and close collaboration with a varied portfolio of closely held businesses and their owners.

You’ll handle 1065, 1120-S, 1040 and 1041 returns, manage deadlines, and contribute to a high-quality client service experience.

Qualifications

• 2+ years of tax preparation experience in a CPA/public accounting environment.
• Hands-on experience preparing tax returns, not just tax administration.
• Experience with 1065 and/or 1120-S returns.
• Experience with 1040s; 1041 exposure is a bonus.
• CPA candidate or progress toward CPA is advantageous, not essential.

Responsibilities

• Prepare federal and state partnership (1065) and S corporation (1120-S) returns.
• Prepare individual (1040) and fiduciary (1041) returns.
• Review financial information to ensure accurate reporting.
• Identify tax issues and resolve queries during preparation.
• Manage multiple returns and deadlines during the tax cycle.
• Collaborate with experienced tax professionals to deliver high-quality client service.
• Develop technical knowledge across business and individual taxation.

Skills

Tax return preparation

Attention to detail

Deadline management

Client service

Education

CPA candidate or CPA track

Job description

Tax Preparer / Senior Tax Staff

Charlotte, North Carolina | Established CPA Firm

The Opportunity

An established CPA firm in Charlotte, NC is growing its tax team and is looking for an experienced Tax Preparer / Senior Tax Staff professional with at least two years of hands-on tax preparation experience.

This is a strong opportunity for someone who enjoys the technical side of tax and wants to work with a varied portfolio of closely held businesses, business owners and their related family entities.

The role is particularly suited to someone who wants to build depth across partnership, S corporation, individual and fiduciary tax returns, while working within an established and collaborative team.

What You’ll Be Doing

• Prepare federal and state partnership (1065) and S corporation (1120-S) tax returns.
• Prepare individual (1040) and fiduciary (1041) returns for business owners and related family entities.
• Review financial information and supporting documentation to ensure accurate tax reporting.
• Identify potential tax issues and work through queries as part of the preparation process.
• Manage multiple returns and deadlines throughout the tax cycle.
• Work alongside experienced tax professionals and contribute to a high-quality client service experience.
• Continue developing your technical knowledge across business and individual taxation.

What We’re Looking For

• 2+ years of tax preparation experience within a CPA or public accounting environment.
• Strong hands-on experience preparing tax returns rather than primarily focusing on tax administration or bookkeeping.
• Experience with 1065 and/or 1120-S returns.
• Experience with 1040s is important; exposure to 1041s is beneficial.
• Strong attention to detail and the ability to manage competing deadlines.
• A genuine interest in developing your career within tax.
• CPA, CPA candidate or progress towards the CPA would be advantageous, but is not essential.

Why Consider It?

• Competitive salary and bonus potential.
• Flexible working environment.
• Minimum four weeks' vacation, based on tenure.
• Safe harbour 401(k) plan.
• Medical, dental, disability and life insurance.
• CPA exam study assistance, considered on a case-by-case basis.
• Firm-paid professional association dues.
• Incentive compensation for successful new client acquisition.
• Free parking.
• Opportunity to work with closely held businesses and their owners, gaining exposure across both business and individual taxation.
• Join a growing team of approximately 45 employees within an established CPA firm.

The Ideal Next Step

If you’re an experienced tax preparer looking for a role where tax preparation is genuinely at the centre of the position, with exposure to closely held businesses, business owners and their families, this could be a strong next move.

The firm offers a supportive environment, strong benefits and the opportunity to continue developing your technical tax career without moving away from the hands-on preparation work you enjoy.