Tax Senior Manager - Financial Services

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.