Tax Staff - Public

Job Description

Job Description

We are looking for a detail-oriented Tax Senior Associate to join our public accounting team in Winston-Salem, NC, where you will support individuals, businesses, and fiduciary clients with accurate filings and practical tax guidance. This position blends hands-on return preparation with research, planning support, and close collaboration across related service lines. The role is ideal for someone who wants to strengthen technical tax knowledge, build lasting client relationships, and contribute to a high-service, team-oriented environment.

Responsibilities:

• Prepare and examine tax returns for individual, corporate, pass-through, and trust clients while maintaining a high standard of accuracy and completeness.

• Research tax rules and interpret guidance to address client questions, resolve filing issues, and support sound planning recommendations.

• Partner with colleagues in tax, accounting, and financial advisory functions to deliver well-rounded solutions tailored to client goals.

• Build strong client relationships through timely communication, dependable follow-through, and a consultative approach to service.

• Recognize opportunities to provide additional tax and advisory support that align with client needs and broader firm growth objectives.

• Keep current with federal, state, and multi-state tax developments and apply new guidance effectively in client work.

• Contribute to internal learning, mentoring, and knowledge-sharing efforts that strengthen team capability and consistency.

• Manage multiple engagements and deadlines efficiently while balancing quality, responsiveness, and client expectations.

• At least 3 years of progressive experience in public accounting with a focus on tax preparation and related client service.
• Bachelor’s degree in accounting or a closely related discipline is strongly preferred.
• CPA or Enrolled Agent credential, or active progress toward obtaining one, is preferred.
• Working knowledge of individual, corporate, and pass-through taxation, including planning considerations.
• Familiarity with federal and state tax regulations, with exposure to multi-state matters preferred.
• Strong communication skills with the ability to explain complex tax topics clearly to clients and colleagues.
• Experience using tax software, including CCH ProSystem or similar platforms, is preferred.
• Proven ability to organize priorities, manage deadlines, and collaborate effectively within a team environment.