Tax Senior Manager - Financial Services

Staff Financial Group; Charlotte (NC); On-site; USD 150,000 - 200,000; Full time

Job summary

Staff Financial Group in Charlotte, NC seeks a Senior Tax Manager to lead complex ASC 740 engagements for financial institutions and drive a high-performing tax team. This full-time leadership role focuses on client advisory, engagement management, and business development.

The position requires 7+ years of public accounting experience, CPA certification, and strong corporate tax expertise. A dynamic, growth-oriented environment awaits.

Qualifications

• Bachelor’s degree in Accounting, Finance, or Law; Master’s in Tax/LLM preferred.
• CPA certification required.
• 7+ years of recent public accounting experience.

Responsibilities

• Develop, manage, and strengthen client relationships, serving as a trusted advisor.
• Anticipate client needs and consult on complex and emerging tax matters.
• Perform technical reviews of corporate tax accounting, including ASC 740 computations and reporting.
• Collaborate across service lines to provide comprehensive business solutions.
• Build and expand a professional network to support new business efforts.
• Continuously expand technical knowledge and support professional development.
• Hold yourself and team members accountable for business development goals.
• Recruit, develop, and motivate tax professionals, helping build ready-now leadership pipelines.
• Set and achieve stretch goals that contribute to the firm’s continued success.

Skills

Leadership

Project management

Communication

Networking

Relationship-building

Continuous learning

Multitasking

Education

Bachelor’s degree in Accounting, Finance, or Law

Master’s in Tax/LLM preferred

Tools

Tax software

Job description

Tax Senior Manager - Financial Services - Charlotte, NC

Who: A highly experienced tax professional with 7+ years of public accounting experience and strong ASC 740 and corporate tax expertise.

What: Lead complex tax consulting and compliance engagements for financial institutions while managing teams, advising clients, and driving business development.

When: Full-time leadership opportunity available immediately.

Where: Charlotte, NC

Why: To guide high-level tax strategy, develop future leaders, and support the continued growth of a specialized financial services tax practice.

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

Salary: Competitive and commensurate with experience.

Position Overview:

The Senior Tax Manager in the Financial Services Practice oversees tax compliance and consulting for financial institutions and financial services companies. This role includes technical reviews, ASC 740 expertise, engagement management, identifying tax issues, business development, and leading a high-performing tax team. The position is designed as a future leadership opportunity for an ambitious and forward-thinking professional.

Key Responsibilities:

• Develop, manage, and strengthen client relationships, serving as a trusted advisor.
• Anticipate client needs and consult on complex and emerging tax matters.
• Perform technical reviews of corporate tax accounting, including ASC 740 computations and reporting.
• Collaborate across service lines to provide comprehensive business solutions.
• Build and expand a professional network to support new business efforts.
• Continuously expand technical knowledge and support professional development.
• Hold yourself and team members accountable for business development goals.
• Recruit, develop, and motivate tax professionals, helping build ready-now leadership pipelines.
• Set and achieve stretch goals that contribute to the firm’s continued success.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or Law; Master’s in Tax/LLM preferred.
• 7+ years of recent public accounting experience.
• Strong background in corporate tax accounting and ASC 740 (highly preferred).
• CPA certification required.
• Demonstrated leadership and project management skills.
• Excellent written and verbal communication, networking, and relationship-building abilities.
• Experience with tax software and technology.
• Ability to multitask and demonstrate a commitment to continuous learning.