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Infographic showing various job openings at Caliber Recruiting Group in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 59% Physical, 29% Hybrid, and 12% Remote job distribution.

Senior Tax Associate- Boutique Charlotte CPA & Advisory Firm

Caliber Recruiting Group

Charlotte, NC • On-site

$95K - $135K/yr

Other

Medical, Dental, Retirement

This job post has expired today. Applications are no longer accepted.

Job description

Job Description
Job Description
We have been retained by a boutique-style (regional & 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.

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