Senior Associate, Tax Services

Greerwalker Cpas And Advisors - Charlotte, NC

Full-time - Mid Level

Charlotte, NC

About the position

The Senior Associate, Tax Services at GreerWalker CPAs and Advisors is responsible for preparing and reviewing various tax returns, including federal corporate and individual tax returns, while also supervising and mentoring junior staff. This role emphasizes client engagement, tax planning, and compliance, with a focus on professional development and community involvement.

Responsibilities

• Prepare and review federal corporate (C and S) and multi-state tax returns, and partnership returns
• Prepare and review basic and intermediate individual tax returns
• Prepare adjusting journal entries for tax purposes
• Respond to tax notices
• Prepare tax technical memorandums and correspondence
• Create tax depreciation schedules including proper classification of assets
• Research complex tax issues using internal revenue code, treasury regulations and other relevant authorities/guidance
• Participate in client meetings and serve as the Engagement Lead on specific client accounts, taking responsibility for pre-engagement planning, execution, and final deliverable development
• Participate in the tax planning process, including preparing tax projections
• Supervise, train, and mentor associates and interns on tax process and assess performance of staff for engagement reviews; perform in-charge role as needed
• Review compliance and other work performed by associates and assist in their career development
• Perform other duties as needed on engagements and as assigned by supervisory personnel
• Attend professional development and training sessions on a regular basis.

Requirements

• 3-4 years of tax preparation or reviewing experience in a public accounting or professional services firm
• Excellent project management, analytical, interpersonal, oral and written communication skills
• Demonstrated ability to function well in a team setting and interact with professionals at all levels
• Superior client service focus
• Ability to thrive and adapt in a fast-paced, dynamic environment
• Integrity, dependability, and trustworthiness
• Ability to succinctly communicate and document procedures performed
• Ability to supervise other staff while maintaining multiple client engagements and competing priorities
• Strong leadership, training and mentoring skills
• Strong computer skills with general office use software and an ability to adapt to new software applications
• Bachelor's degree in accounting; Masters in accounting preferred
• CPA license in good standing is preferred

Nice-to-haves

• Foreign language skills (particularly German)

Benefits

• Healthy work-life balance
• Continuous professional development
• Engaging client work
• Minimal travel
• Mentorship opportunities
• Positive and supportive working environment