Crete Professionals Alliance Logo

Crete Professionals Alliance

Senior Tax Accountant

Posted 4 Days Ago
Be an Early Applicant
In-Office
Charlotte, NC, USA
85K-100K Annually
Senior level
In-Office
Charlotte, NC, USA
85K-100K Annually
Senior level
The Senior Tax Associate prepares and reviews various tax returns, conducts tax research, communicates with clients, and mentors junior staff while managing multiple engagements during tax season.
The summary above was generated by AI

Founded in 2023, Crete Professionals Alliance (Crete PA) delivers big four firepower to local American firms. Our rapid growth has made us a magnet for leading firms nationwide, eager to join our revolution in accounting. We empower small to mid-market firms with PE-backed capital, strategic technology partnerships, and innovative workforce solutions—including national recruiting and offshore support—while preserving a personal, local touch. With a presence in over half the US, 31 regional offices, 1,500 dedicated professionals, and offshore operations in Asia, we're the fastest-growing accounting firm in the nation and well on our way to the top 20. At Crete PA, our culture and relationships are the cornerstone of our success, and we’re always looking for talented, ambitious people to join our team. Do you have what it takes to keep up?


Our member firm is hiring for their offices based in Charlotte, NC!

Position Summary
We are seeking a detail-oriented and experienced Senior Tax Associate to join our firm. This role is responsible for preparing and reviewing a wide variety of tax returns, supporting tax planning initiatives, and serving as a key point of contact for clients. The ideal candidate is technically strong, organized, and comfortable working in a collaborative, client-focused environment.

Key Responsibilities

  • Prepare and review 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)

  • Analyze financial statements and supporting documentation to ensure accurate tax reporting

  • Identify tax planning opportunities and assist in implementing strategies to minimize client tax liabilities

  • Conduct tax research and stay current on tax laws and regulations

  • Communicate directly with clients to request information, answer questions, and provide guidance

  • Review work prepared by junior staff and provide mentorship and training

  • Coordinate and manage multiple engagements and deadlines during peak tax seasons

  • Assist with IRS and state tax notices, audits, and correspondence

  • Support partners and managers with special projects and advisory services

Qualifications

  • Bachelor’s degree in Accounting or related field (Master’s in Taxation preferred)

  • CPA license or active pursuit of CPA required

  • 3–6+ years of public accounting tax experience

  • Experience with a variety of tax return types (individual, business, and fiduciary)

  • Strong knowledge of federal and state tax regulations

  • Proficiency in tax software (e.g., ProSystem fx, UltraTax, or similar) and Microsoft Excel

  • Excellent analytical, organizational, and problem-solving skills

  • Strong communication and interpersonal skills

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.

We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of $85-100k annually, commensurate with experience and qualifications.
In addition to a rewarding career, we provide a robust benefits package, including:

  • 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

We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!

Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.

Top Skills

Excel
Prosystem Fx
Ultratax

Similar Jobs

15 Days Ago
In-Office or Remote
Charlotte, NC, USA
81K-122K Annually
Senior level
81K-122K Annually
Senior level
Fintech • Insurance • Financial Services
The Senior Tax Accountant prepares tax provisions, reviews tax returns, conducts tax code research, and ensures audit compliance in a collaborative team environment.
Top Skills: Tax Research SoftwareU.S. Tax Code
10 Days Ago
Remote or Hybrid
8 Locations
Senior level
Senior level
Other
The Tax Project Manager will ensure tax compliance, assist in tax returns, collaborate across departments, and support tax strategic initiatives while leading technology and process improvements.
Top Skills: ExcelOnesource CompliancePower PlanS4/Hana
6 Days Ago
Hybrid
Charlotte, NC, USA
75K-118K Annually
Mid level
75K-118K Annually
Mid level
Fintech • Financial Services
The Sr Tax Accountant will oversee tax compliance, prepare tax forms, consult on tax regulations, and guide junior staff in tax processes.
Top Skills: Checkpoint ResearchMicrosoft SuitePeoplesoft

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account