Top Tech Jobs & Startup Jobs in Charlotte, NC

Support AI project teams by executing workstreams, preparing client-facing presentations and documentation, assisting implementation activities, maintaining required certifications, using relevant technology, communicating with stakeholders, and traveling as needed for client engagements.

Perform buy-side and sell-side financial due diligence including quality of earnings, working capital, cash flow, net debt, and profitability analyses; develop client-ready deliverables; communicate findings to clients and internal teams; participate in management calls and deal reviews; mentor junior staff and contribute to team culture while supporting transaction decisions on valuation, structure, and key risks.

Lead credit risk due diligence and field examinations for specialty lending clients. Supervise and mentor staff, act as subject-matter expert, manage engagement deliverables and budgets, support client development and proposals, ensure quality control, handle billing and realization, recommend internal process improvements, and travel as needed. Requires CPA and strong communication and client management skills.

Serve as a senior finance operator for private-equity-backed portfolio companies: execute accounting and finance workstreams, manage client relationships, support post-acquisition integration, improve financial reporting and close processes, prepare audit readiness materials, perform working capital and cash flow analysis, deliver client-ready analyses and schedules, and manage assigned workstreams to meet engagement timelines.

Provide US-outbound international tax and transfer pricing advice for US-headquartered multinationals. Manage engagements, prepare and review tax filings and disclosures (ASC 740, Forms 5471/8858/8865/1120-series, FATCA/FBAR), support audits, restructuring, repatriation, foreign tax credit optimization, and maintain tax basis and documentation. Coordinate with transfer pricing teams and prepare technical memoranda, elections, and global tax calculations.

Lead and manage multiple buy-side and sell-side financial due diligence engagements for private equity clients. Oversee analyses, review workpapers, manage timelines and quality control, present findings to stakeholders, exercise technical transaction judgment, and coach junior team members.

Manage and optimize employee benefits technology (primarily Employee Navigator). Train staff and clients, schedule and execute implementations, troubleshoot platform issues, configure sites for renewals and open enrollment, and provide ongoing product training and support.

Serve as a hands-on finance operator for private equity-backed portfolio companies, executing complex accounting and finance workstreams, improving reporting and close processes, supporting audit readiness, and leading client deliverables while managing assigned teams and timelines.

Lead SALT (state and local tax) compliance and consulting engagements for financial services clients. Provide technical guidance on multistate income/franchise, sales/use, nexus, apportionment, and income sourcing. Advise on tax treatment of financial products, intercompany transactions, fintech models, and complex entity structures. Conduct nexus and filing footprint analyses, support audit defense and controversy matters, monitor state tax developments, and help grow SALT offerings within the firm.

Lead tax engagements for multiple clients, manage staff and budgets, perform technical and strategic reviews, ensure timely delivery, support business development, and mentor team members while maintaining billing and quality standards.