Senior Tax Associate

We are seeking an experienced and dynamic Senior Tax Associate and/or Tax Manager to lead and oversee our tax engagements, ensuring excellence in service delivery while supporting the development of our team. This role involves managing complex tax matters, fostering client relationships, and driving team success through mentorship and strategic leadership. We would like this person to reside in Charlotte, NC. We have co-working office space in Charlotte and Mooresville.

Key Responsibilities:

· Take full accountability for the successful completion of large and complex tax engagements including those with multistate complexities.

· Lead and coordinate the preparation, review, and timely filing of all federal, state and local tax returns, ensuring compliance with tax regulations.

· Correspond with IRS for resolution of tax issues.

· Conduct in-depth tax research to address intricate tax matters and provide informed recommendations.

· Develop and implement customized tax strategies for high-net-worth individuals and closely held businesses.

· Drive process improvements and implement technology solutions to enhance tax reporting and compliance efficiency.

· Oversee the delegation of tasks and provide comprehensive training to personnel assigned to client engagements.

· Manage personnel scheduling, ensure adherence to deadlines, and monitor time budgets for all engagements.

· Inspire and mentor staff to foster their professional growth, providing direct training, guidance, and participation in firm-wide seminars.