Tax Senior - Real Estate

NorthPoint Search Group; Charlotte (NC); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Collaborative office environment

Professional growth opportunities

Job summary

A leading recruitment firm is seeking a Tax Senior for their Real Estate group in Charlotte. The role includes preparing and reviewing tax returns, mentoring junior staff, and conducting tax research. Candidates should have a Bachelor’s degree in Accounting or Finance, at least 2 years of public accounting experience, and progress towards CPA certification. This hybrid position promises a collaborative environment focused on professional growth and client service excellence.

Qualifications

• 2+ years of recent public accounting experience.
• Progress toward CPA certification.
• Ability to prepare/review full sets of financial statements.
• Ability to prepare/review full sets of financial statements.

Responsibilities

• Prepare and review intermediate-level flow-through returns and individual tax returns.
• Guide and mentor junior staff.
• Conduct tax research to meet client objectives.
• Gather necessary data from clients, A&A teams, and third-party sources.
• Conduct tax research to identify alternatives that meet client objectives.
• Resolve open issues on assigned engagements and monitor engagement economics.
• Manage multiple assignments simultaneously, ensuring on-time completion.
• Become a subject-matter expert in specific technical areas while managing productivity.
• Teach, mentor, and oversee staff through proper delegation and coaching.
• Provide timely, constructive feedback to team members.
• Identify opportunities within existing clients to expand services.
• Participate actively in firm committees, events, and departmental initiatives.

Skills

Analytical skills

Problem-solving skills

Time-management skills

Strong written and verbal communication

Time management

Education

Bachelor’s degree in Accounting or Finance

Job description

Tax Senior - Real Estate - Charlotte, NC

Who: A detail-oriented tax professional with 2+ years of recent public accounting experience and progress toward CPA certification.

What: Prepare and review intermediate-level individual and flow-through tax returns while guiding staff and ensuring timely, accurate client engagements.

When: Immediate full-time opportunity.

Where: Hybrid role within a confidential firm location.

Why: To support a growing real estate tax practice by delivering high-quality client service, mentoring junior staff, and contributing to firm development.

Office Environment: Collaborative, learning-oriented, and focused on professional growth.

Salary: Competitive and commensurate with experience.

Position Overview

The Tax Senior in the Real Estate Group provides comprehensive tax services to individuals and businesses, applying specialized tax knowledge to prepare and review intermediate-level returns. This role includes delegating work, supporting associates, managing engagements, providing proactive feedback, and contributing to a collaborative and growth-driven environment.

Key Responsibilities

• Prepare and review intermediate-level flow-through returns and individual tax returns.
• Review basic tax return engagements and analyze business transactions effectively.
• Perform efficient reviews of individual and business tax returns while guiding staff.
• Gather necessary data from clients, A&A teams, and third-party sources.
• Conduct tax research to identify alternatives that meet client objectives.
• Resolve open issues on assigned engagements and monitor engagement economics.
• Manage multiple assignments simultaneously, ensuring on-time completion.
• Become a subject-matter expert in specific technical areas while managing productivity.
• Teach, mentor, and oversee staff through proper delegation and coaching.
• Provide timely, constructive feedback to team members.
• Identify opportunities within existing clients to expand services.
• Participate actively in firm committees, events, and departmental initiatives.

Qualifications

• Bachelor’s degree in Accounting or Finance.
• 2+ years of recent public accounting experience.
• CPA certification or significant progress toward completion.
• Real estate experience preferred but not required.
• Ability to prepare/review full sets of financial statements.
• Strong written and verbal communication skills.
• Strong analytical, problem-solving, and time-management abilities.

If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.