Tax Senior Associate- Boutique CPA Advisory Firm

Caliber Recruiting Group
Charlotte, NC
We have been retained by a boutique-style (regional amp; mid sized) and family operated accounting firm in the Charlotte, North Carolina Metro area. They are hiring for a skilled senior tax associate (Tax Senior) with 3-4 years of tax prep and review experience.

This is a firm that has a great work life schedule, puts employees first, and doesn't work wild hours like some firms (hours are capped at very reasonable amounts even during busy season). The partners are looking for someone on a fast track to promotion / manager or senior manager soon, and that handle a variety of tax prep and review for a variety of local area businesses.

About the Role:

  • Pay: $95,000- $135,000 (can be higher with right experience)
  • Prep and review tax returns for various entities, businesses, high net worth individuals, pass through entities, C-Corps, S-Corps, and Partnerships.
  • Enter this information into a variety of prep software programs like CCH, Pro System, and Ultra Tax
  • Ensure all business tax returns are filed in accordance with Firm guidelines as well as ensuring federal regulations are met
  • Work with the IRS at times for resolutions needed
  • Work well with the partners for any special cases

Background and Experience:

  • Bachelors degree in accounting, finance, stats, business administration or related field (econ, stats, math)
  • CPA eligible, CPA license currently, or in progress is ideal, EA is also a plus. or working to obtain the EA with 3-4 years of solid Tax experience in a business entity capacity
  • 3-4 years of solid tax prep and review experience in a local accounting environment, Big firm, regional firm, or equivalent firm doing daily tax prep and review work on multiple entities and HNW clients
  • Very proficient with various tax software programs, could be Thompson Reuters, CCH, or other well known tax software
  • Understanding of tax laws and ability to be in a fast paced tax environment to get work done efficiently

Job Details:

  • Full time Monday through Friday
  • Hours capped in busy season unlike a lot of firms where you may work 70-80 hours a week
  • Salary: $95,000- $135,000
  • Health Plan / Medical Employer subsidized
  • Tuition reimbursement for CPA licensure, EA courses, additional continuing Ed.
  • Flexible work environment - Hours Capped reasonable ad employee friendly hours
  • Dental Plan
  • 401k
  • Quick promotion potential, path to senior manager

If this sounds like a good fit, please apply today! { If you don't think this is the ideal role, still apply so we can talk more in detail about what specifically you are looking for} - Andrew

Caliber Recruiting Group focuses on partnering with progressive thinking, locally based accounting firms. Our partners we work with provide great employee work life balance, provide clear partner track for their senior members. We don't partner with firms that you may have personally experienced as having a high stress, never stop weekly schedule without a clear promotion path for both pay and management level.

Posted 2026-01-03

Recommended Jobs

Assistant Manager of Dining Services

Carolina Inn at Village Green
Fayetteville, NC

Assistant Manager of Dining Services Location Fayetteville, NC : Expected Hours: Full-time, days will vary-Holidays are a MUST Carolina Inn was founded on the hospitality principle of combining a re…

View Details
Posted 2026-01-10

Physician Leader in Hayesville, NC

Hayesville Area Post-Acute Practice
Hayesville, NC

Are you a passionate primary care physician seeking a leadership role with a strong emphasis on patient care? TeamHealth offers an exceptional opportunity to build a fulfilling career as a medical di…

View Details
Posted 2025-12-15

Senior Product Manager

Epic Games
Cary, NC

WHAT MAKES US EPIC? At the core of Epic’s success are talented, passionate people. Epic prides itself on creating a collaborative, welcoming, and creative environment. Whether it’s building award-wi…

View Details
Posted 2025-11-25

Clinical Research Assistant (human subject research / TBI)

General Dynamics Information Technology
Fort Bragg, NC

Public Trust: NACLC (T3) Requisition Type: Regular Your Impact Own your opportunity to work alongside federal civilian agencies. Make an impact by providing services that help the governmen…

View Details
Posted 2026-01-10

DevOps / SRE Engineer

Cloud Analytics Technologies LLC
Charlotte, NC

Job Description :  Set up CI/CD pipelines and Helm charts for deployments. Implement GitOps for declarative infrastructure. Integrate observability tools for logs, metrics, and traces. Ski…

View Details
Posted 2026-01-09

Kitchen and Bath Designer (Design Sales)

Charlotte, NC

Now Hiring: Kitchen and Bath Designer (Design Sales) ProSource’s mission is to help our trade pros and their customers complete successful projects. As a ProSource Kitchen and Bath Designer, you …

View Details
Posted 2026-01-05

Controls Engineer

Peregrine Search Solutions
Charlotte, NC

Controls Engineer (Hybrid) Location: Charlotte, NC (Hybrid) Are you a highly skilled Controls Engineer ready to drive critical infrastructure? We are seeking a passionate problem-solver who th…

View Details
Posted 2026-01-02