Tax Senior; Charlotte, NC

Tax Senior – Public Accounting

In this Tax Senior role, you will work closely with clients to understand their businesses and support their success through high-quality tax services. Responsibilities include tax compliance, projections, responding to tax notices, assisting with special projects, and building strong client relationships through consistent communication.

• Adhere to professional ethics standards, including those established by the AICPA
• Maintain strict client confidentiality
• Deliver high-quality client service, demonstrating a proactive and solutions-oriented approach
• Assist with handling audits, inquiries, and notices from federal and state agencies
• Maintain regular client communication, providing updates and addressing questions
• Gather and analyze client information necessary for tax return preparation and filings
• Meet annual and interim billable hour targets (e.g., 1,700 annually, busy season goals)
• Identify and evaluate tax issues, collaborating with leadership and subject matter experts to resolve them
• Prepare and review tax accrual work papers
• Prepare more complex tax returns and address review comments thoroughly
• Stay current on tax law developments and assess applicability to client situations
• Support internal training initiatives and mentor junior staff

• Bachelor's degree in Accounting, Finance, or related field
• CPA license strongly preferred (or CPA eligible with 150 credit hours completed)
• 2–5 years of public accounting experience preferred
• Working knowledge of GAAP and basic accounting principles
• Proficiency in Microsoft Office (Excel, Word, Outlook)
• Strong multitasking, organizational, and time management skills
• Excellent written and verbal communication abilities
• Ability to meet deadlines in a fast-paced, team-oriented environment