North Carolina Licensed Tax Associate

Job Summary

A company is looking for a Tax Associate to manage client tax needs and contribute to business growth.

Key Responsibilities

• Serve as the primary tax professional for Charlotte-based clients, handling complex individual and business entity returns
• Provide proactive support to business owners and high-net-worth families while managing high-volume tax preparation
• Network within the local business community to generate referrals and build long-term relationships

Required Qualifications

• 4-5 years of tax preparation experience, preferably 7-10 years with both individual and business entity returns
• CPA or EA designation is a plus
• Experience in public accounting, tax boutique, or complex HNW/closely held business environments
• Proven ability to manage high-volume compliance with advisory-level client interaction
• Ambitious, relationship-driven professional comfortable in a hybrid work model