Tax Associate

Join our Dynamic firm as a Tax Associate!

Location: Wilmington, Raleigh, or Charlotte, NC

Hybrid: 3 days in office, 2 days work from home

Open to Relocation Candidates: Yes

Relocation Assistance: No

Company Overview:

Join a dynamic public accounting firm that specializes in preparing tax returns for individuals and closely held businesses, including S Corporations and Partnerships. Our team ranges from 1-10 members, and we are part of a larger organization with 11-150 employees. We are privately funded and dedicated to providing expert financial guidance to our clients.

Role Summary:

As a Tax Associate, you will be responsible for preparing individual, corporate, and partnership tax returns. This role includes communicating with clients to collect necessary documents, providing outsourced CFO services, and assisting in the annual cleanup of accounting records. The successful candidate will also prepare 1099s, Business Personal Property Tax listings, and work with management to create tax strategies.

Key Responsibilities:

• Prepare tax returns for individuals, corporations, and partnerships.
• Gather supporting documents from clients.
• Provide outsourced CFO services.
• Prepare financial documents like 1099s and Business Personal Property Tax listings.
• Respond to tax notices from authorities.
• Work collaboratively with management on tax planning.

Must-Have Skills:

• Public Accounting experience.
• Experience in preparing tax returns for individual and closely held businesses and pass-thru entities (S Corp and Partnership).
• Reside within a 60-mile radius of Wilmington, Raleigh, or Charlotte.

Desired Qualifications:

• BS/BA in Accounting; Masters in Accounting/Tax preferred.
• 1-3 years of experience in Public Accounting.
• CPA license or candidacy.
• Experience with high net-worth individuals and multi-state tax returns.
• Knowledge in Not-for-Profit entity tax returns is a plus.
• Strong project management, analytical, and communication skills.
• Proficiency in QuickBooks is preferred.
• Team-oriented with a strong professional growth mindset.

Experience Required:

• Minimum 3 years of relevant experience in tax and accounting.

Salary:

• Up to $75,000 annually, depending on experience.

Additional Notes:

• No job hoppers; stable work history required.
• U.S. Citizenship or Permanent Residency is required. No sponsorship is available.

How to Apply:

Interested candidates are invited to apply. Please ensure that your application includes examples of past work related to the skills required for this position. We look forward to discussing how your background, skills, and passions align with the needs of our team.