Tax Senior (Charlotte, NC)

Tax Senior (Charlotte, NC)

Charlotte, North Carolina, United States Or refer someone

Tax Senior Public Accounting

Summary 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.

Key Responsibilities

• 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 workpapers
• 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

Qualifications

• Bachelor's degree in Accounting, Finance, or related field
• CPA license strongly preferred (or CPA eligible with 150 credit hours completed)
• 25 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

Or refer someone