Tax Manager

Tax Manager (CPA) - Servicing high net worth clients including NBA, NASCAR, PGA and more!

This Jobot Job is hosted by: Patrick Murphy
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $125,000 - $155,000 per year

A bit about us:

***This role is for a hybrid onsite position (very flexible hours) in the Charlotte, NC area***

Based in Charlotte, NC we are a boutique CPA firm that prides ourselves on a flexible work environment while servicing top-notch clients within the high net worth and family groups. Our people like working together, we take pride in our client relationships, and we are involved in our community. We believe that putting your employees first is not only the right thing to do, but it also gives us the competitive edge to ensure our clients have an excellent experience! Over the years our reputation for providing our people with the very best has caught the eye of some reputable companies and individuals who have chosen to use us as their top-tier partner!

If you are a Tax Manager looking for a flexible environment with amazing mentorship and top industry clientele, then please apply today!

Why join us?

• Competitive salaries
• Unlimited PTO
• Discretionary bonuses based on performance
• Flexible work environment
• Paid time off
• Comp time for tax season hours
• Paid holidays
• Disability and life insurance
• Financial assistance with certification exams
• 401(k) with employee contribution
• Medical insurance coverage
• Free Parking

Job Details

Responsibilities:

• Perform technical reviews of tax returns of varying types and complexities
• Manage client relationships, including assessing client needs and developing strategies/solutions to provide clients with the highest level of service
• Prepare complex business, fiduciary, and individual tax returns
• Plan the timing and assigning of staff to engagements
• Prepare client invoicing
• Provide mentorship to other tax staff and admin; assist in the growth, development, and training of the team
• Business development

Qualifications:

• Minimum of 5 years of tax experience in a public accounting firm
• CPA required
• Experienced in preparation and tax planning with partnerships, S-corporations, C-corporations, trusts, and estates of high net-worth individuals
• Highly organized with the ability to efficiently manage projects
• Demonstrates excellent team skills, positive attitude, and high ethical standards
• Lacerte, Quickbooks, BNA Tax Planner, and Caseware experience a plus

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.