Tax Manager

Tax Manager - Charlotte, NC Our member firm is hiring for its offices based in Charlotte, NC! We are seeking an experienced Tax Manager to join our firm. This role will oversee the preparation and review of a wide range of tax returns, manage client relationships, and provide strategic tax planning and advisory services. The ideal candidate is a proactive leader who thrives in a collaborative, client-focused environment and enjoys working with a variety of individuals and businesses. Key Responsibilities Manage and review the preparation of federal, state, and local tax returns for: Individuals (Form 1040) Partnerships (Form 1065) S Corporations (Form 1120-S) C Corporations (Form 1120) Trusts and estates (Form 1041) Serve as the primary point of contact for clients, building and maintaining strong relationships Provide proactive tax planning and consulting to minimize client tax liabilities and support long-term financial goals Research complex tax issues and provide clear, actionable guidance Manage multiple client engagements and ensure timely delivery of services, especially during peak tax seasons Review and supervise the work of senior associates and staff; provide coaching, training, and performance feedback Assist partners with practice development, client onboarding, and retention strategies Handle IRS and state tax notices, audits, and correspondence Identify process improvements and help enhance firm efficiency and workflows Qualifications Bachelor’s degree in Accounting or related field (Master’s in Taxation preferred) CPA license required 5–8+ years of public accounting tax experience, preferably in a small or mid-sized firm Strong experience with a variety of tax return types and industries In-depth knowledge of federal and state tax laws and regulations Proficiency in tax software (e.g., UltraTax, ProSystem fx, or similar) and Microsoft Excel Proven ability to manage multiple projects and deadlines This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs. This position offers a competitive salary range of $120,000–145,000 annually, commensurate with experience and qualifications. Compensation & Benefits Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental) Company-Paid Life and Long-Term Disability Insurance Ancillary Benefits such as supplemental life insurance and short-term disability options Classic Safe Harbor 401(k) Plan with employer contributions Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning Equal Opportunity We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic. #J-18808-Ljbffr