Tax Senior

Jobot; Charlotte (NC); Hybrid; USD 85,000 - 105,000; Full time

Benefits offered by this job

Performance bonus

401(k) match

Comprehensive benefits

Generous PTO

Flexible work environment

CPA exam support

Membership dues covered

Career growth opportunities

Job summary

Jobot is seeking a Tax Senior for a hybrid role at a well-established local accounting firm in Charlotte, NC.

You will prepare and review federal and state tax returns for individuals, partnerships, S-corporations, and trusts; assist with planning for high-net-worth clients; mentor junior staff and support client advisory work while staying current on tax law developments.

Qualifications

• Bachelor’s degree in Accounting or related field; Master’s preferred.
• CPA license or active pursuit of CPA.
• 3-6+ years of public accounting tax experience.
• Strong knowledge of individual and flow-through entity taxation.
• Experience with high-net-worth clients and closely held businesses is a plus.
• Excellent analytical, communication, and organizational skills.
• Ability to manage multiple priorities in a deadline-driven environment.

Responsibilities

• Prepare and review federal and state tax returns for individuals, partnerships, S-corporations, and trusts.
• Assist with tax planning strategies for high-net-worth individuals and closely held businesses.
• Conduct tax research and provide guidance on complex tax issues and regulations.
• Build and maintain strong client relationships through proactive communication and advisory support.
• Collaborate with managers and partners on client engagements and planning initiatives.
• Mentor and review work of junior staff, providing guidance and technical development.
• Analyze financial data to identify tax savings opportunities and planning strategies.
• Stay current on changes in tax laws and industry developments.

Skills

Tax knowledge

Client communication

Analytical skills

Organizational skills

Mentoring

Education

Bachelor’s degree in Accounting or related field

Master’s degree preferred

Job description

Hybrid Opportunity as a Tax Senior at local accounting firm!

Salary: $85,000 - $105,000 per year

A bit about us:

We are a well-established, full-service public accounting firm with over 50 years of experience serving individuals, families, and closely held businesses across a variety of industries. Our firm is built on a client-first philosophy, emphasizing long-term relationships, high-touch service, and strategic partnership. Our team works closely with high-net-worth individuals and business owners, providing tailored tax planning, compliance, and advisory services. We pride ourselves on a collaborative, growth-oriented culture where professionals are given early responsibility and the opportunity to develop into trusted advisors.

Why join us?

• Competitive base salary + performance-based bonus
• 401(k) with employer contribution
• Comprehensive health, dental, vision, life, and disability insurance
• Generous PTO and paid holidays
• Flexible work environment / work-life balance focus
• CPA exam support and continuing education assistance
• Professional membership dues covered
• Clear path for career growth and advancement

Job Details

Key Responsibilities

• Prepare and review federal and state tax returns for individuals, partnerships, S-corporations, and trusts
• Assist with tax planning strategies for high-net-worth individuals and closely held businesses
• Conduct tax research and provide guidance on complex tax issues and regulations
• Build and maintain strong client relationships through proactive communication and advisory support
• Collaborate with managers and partners on client engagements and planning initiatives
• Mentor and review work of junior staff, providing guidance and technical development
• Analyze financial data to identify tax savings opportunities and planning strategies
• Stay current on changes in tax laws and industry developments

Qualifications

• Bachelor’s degree in Accounting or related field (Master’s preferred)
• CPA license or active pursuit of CPA
• 3-6+ years of public accounting tax experience
• Strong knowledge of individual and flow-through entity taxation
• Experience working with high-net-worth clients and closely held businesses is a plus
• Excellent analytical, communication, and organizational skills
• Ability to manage multiple priorities in a deadline-driven environment

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.