Top Tech Jobs & Startup Jobs in Charlotte, NC

The Managing Director will build a tax division, oversee tax returns, deliver advisory services, and collaborate with RIA teams to enhance client tax strategies.

Prepare and support nonprofit review and compilation engagements: perform analytical procedures, identify accounting/reporting issues, prepare workpapers and schedules, reconcile financial data, collaborate with team and clients, and apply firm methodology and standards.

Prepare 150–200 business and individual tax returns annually, emphasizing business entities and 1040s. Support client transitions, maintain accuracy and efficiency during seasonal deadlines, stay current with tax law, and gradually mentor team members while progressing toward a Manager role. The position requires public accounting tax experience, strong business return preparation skills, and self-directed performance in a high-volume environment.

The Tax Manager will lead the tax function at a growing investment advisory firm, managing client relationships and developing tax services from the ground up.

Lead client acquisition and manage onboarding; own relationships for individual and business clients; prepare and review complex tax returns including fiduciary returns; drive proactive tax planning and research complex tax issues; manage workflow across engagements and supervise and develop a small team while applying data analytics to client situations.

Prepare and begin reviewing complex federal and state tax returns (1040, 1120, 1120S, 1065); support engagements from planning to completion; provide proactive tax planning and projections; manage client relationships under manager oversight; review staff work and maintain quality control; use CCH Axcess, CCH Engagement, and Lacerte.

Manage in-house tax compliance for an existing RIA client book: prepare, review, and sign returns; advise clients on conversions, estate and tax planning; build tax workflows and processes; support business development and lay groundwork for bookkeeping as the firm scales.

The Staff Accountant will manage monthly accounting engagements, perform full-cycle accounting tasks, prepare financial statements, and ensure accuracy in reporting for a portfolio of clients.

The Tax Manager will lead tax engagements, mentor junior staff, and ensure compliance with tax regulations, while maintaining client relationships.

Lead and review complex U.S. federal and state tax compliance and international filings, coordinate with an offshore delivery team, manage client relationships, advise on cross-border tax matters (Subpart F, GILTI, FDII, BEAT, foreign tax credits), perform technical research, and grow into a long-term leadership role overseeing the U.S. tax function.