Tax Consultant CPA

$85,000 - $110,000/Yr

Vaco - Charlotte, NC

Full-time - Entry Level

Charlotte, NC

Administrative and Support Services

About the position

The Tax Consultant CPA position at Vaco offers a unique opportunity to join a dynamic, client-centered accounting firm in Charlotte, NC. This role focuses on providing top-tier tax consulting services to individuals, partnerships, S-Corporations, and trusts. The firm promotes a professional yet personable work environment, encouraging growth and development while ensuring compliance with tax laws and personalized tax planning strategies for clients.

Responsibilities

• Prepare complex individual, partnership, S-Corporation, and fiduciary income tax returns
• Identify and execute tax planning strategies to maximize clients' financial worth
• Support clients in dealing with the IRS and other tax authorities
• Conduct complex tax research and analysis, ensuring compliance with federal and state tax regulations
• Participate in virtual and phone client meetings, providing insightful tax guidance and planning
• Collaborate with internal teams to manage client accounts and deadlines efficiently

Requirements

• 1-3 years of experience in a public firm setting, focusing on tax returns for individuals, partnerships, S-Corporations, and trusts
• CPA certification required (or CPA candidate in process)
• Solid understanding of federal and state tax compliance
• Experience with ProSystem fx Suite is a plus
• Proficiency in Microsoft Excel and other Microsoft products
• Excellent analytical and problem-solving skills
• Strong communication skills, both written and verbal
• Ability to work independently and manage multiple tasks in a fast-paced environment
• Professional and personable demeanor, with a strong sense of integrity and attention to detail

Nice-to-haves

• Experience from a small to medium-sized firm is preferred

Benefits

• Medical benefits with premiums covered 100% by the firm
• 401(k) with company match after one year
• CPE certification training fully covered by the firm to maintain CPA status
• Professional development opportunities, including Lunch and Learns several times per month
• Career progression with a potential track toward becoming a Tax Manager
• Hybrid work eligibility after one year of employment
• Work-life balance: 60+ hours a week during peak tax seasons
• Beautiful SouthPark office with onsite gym, coffee bar, free covered parking, and proximity to shops and restaurants