Tax Manager
W3Global · Charlotte, NC · 3 days ago
AccountingFull-time
We are partnering with an established, modern boutique CPA firm in the Charlotte area that specializes in tax strategy, compliance, and business advisory for closely held businesses and high-net-worth individuals. Unlike large regional or national firms bogged down by rigid corporate hierarchy, this firm operates with a nimble, collaborative culture where leadership actively invests in modern accounting technology and streamlined workflows. You will work directly alongside the Managing Partner, hold real autonomy over your daily workflow, and have a clear, unblocked runway toward firm partnership. The Role (Player-Coach): We are seeking a self-sufficient Tax Manager (Public Accounting - Direct Partner Track) Schedule: Hybrid flexibility outside of peak season (3 days in-office / 2 days remote), transitioning to 5 days in-office during spring tax season. Key Responsibilities Independently prepare and review complex federal and multi-state tax returns for Partnerships (Form 1065), S-Corporations (Form 1120-S), C-Corporations (Form 1120), and Individuals (Form 1040).Partner directly with business owners and families on year-round tax planning, compliance, and advisory projects.Provide technical review, guidance, and mentorship to junior tax staff.Collaborate with firm leadership to evaluate and implement new tax technologies and process improvements. Qualifications 6+ years of progressive tax preparation and review experience within a public accounting environment.Deep technical proficiency with Partnership (1065), S-Corp (1120-S), and High-Net-Worth Individual (1040) taxation, including multi-state filings.Active CPA license preferred; Enrolled Agent (EA) credentials will also be strongly considered.Prior hands-on proficiency with UltraTax CS (or similar Thomson Reuters tax suite tools) is strongly preferred.