- Senior
- Office in Charlotte
The Tax team is dedicated to helping clients navigate a complex tax landscape with clarity and confidence. Our team delivers practical, forward-thinking guidance tailored to each client’s goals, offering reliable support through change, growth, and opportunity.What You Will Do:Guide a team in the preparation of income tax provision (ASC 740) calculations and reporting for public advisory clientsLead the planning and execution of tax compliance and advisory services for corporations (Forms 1120)Advise clients on technical financial services U.S. income tax conceptsConduct in-depth research on complex tax matters, apply insights to client engagements, and communicate findings clearly through well-structured written reportsReview tax return preparations completed by other staff to ensure accuracy and compliance with regulatory standardsBuild strong client relationships by identifying tax issues, delivering actionable insights, and offering strategic solutionsChampion client service excellence, acting as a trusted advisor and fostering long-term partnershipsMentor and manage tax professionals, providing coaching, performance feedback, and career development support to build a high-performing, collaborative team Delegate and oversee project tasks, ensuring timely and successful engagement deliveryOptimize resource allocation and resolve scheduling conflicts to maintain workflow efficiencyDrive business growth through strategic planning, client retention, and proactive business developmentExpand firm visibility and opportunities by representing the firm at industry events and networking forumsMaintain technical expertise through ongoing Continuing Professional Education (CPE), ensuring compliance and staying ahead of industry trends and regulatory changesDrive thought leadership by authoring technical publications and leading internal training sessions to elevate firm-wide knowledge and capabilitiesMinimum Qualifications:Bachelor's Degree in Accounting, Taxation or related field9+ years of relevant progressive tax experience in public accounting, or a combination of corporate tax and public accountingCurrent and valid CPA (Certified Public Accountant) license Proficiency in Microsoft Office Suite Ability to work a hybrid schedule, typically averaging three days per week in the assigned office Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays Preferred Qualifications: Master’s Degree in related field Deep experience in U.S. GAAP, including ASC 740 and business combinations 8+ years of tax and accounting experience in the financial services industry, specifically banking institutions Experience with tax technology platforms (OneSource Tax Provision, Corptax Provision or Longview)
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