Leads tax planning, compliance, preparation, and client engagements for high-net-worth clients while mentoring the team and overseeing local office operations, culture, and coordination with firm leadership.
Senior Tax Manager | Future Partner Opportunity
π Description
- Build client relationships and provide tax planning, consulting, and compliance services.
- Review federal and multistate income tax returns for corporations, partnerships, S corporations, and high-net-worth individuals.
- Supervise and mentor staff and interns; review accounting schedules, reconciliations, and month-end close processes.
- Support tax provision calculations, financial statement disclosures, external audits, and special projects.
- Improve client compliance and reporting processes and develop new business relationships.
π οΈ Requirements
- Active CPA license
- Minimum of 9 tax seasons working with privately held companies in public accounting
- Minimum of 4 tax seasons as a manager in public accounting performing technical review of work
- Experience with various versions of QuickBooks Desktop and Online.
- Experience with business clients $5-$50+ million in revenue
- Industry knowledge for construction/contractors, real estate, and/or professional services
- Motivated to be an advisor to a variety of clients with varying skill levels
- Expertise in areas including income tax planning, estate and gift planning, international tax, and tax controversy
- Seeking opportunities to guide and foster team members towards their technical and career goals
β¨ Benefits
- Dental
- Vision Insurance (with options for fully paid employee only coverage for health and dental)
- Company-Paid Life and Long-Term & Short-Term Disability Insurance
- Ancillary Benefits such as supplemental life insurance
- Accident insurance
- Classic Safe Harbor 401(k) Plan with employer contributions
- Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
Full job description
About the Company
At Current, everything starts with people. We partner with leading accounting firms across the United States, bringing them together through a shared platform that supports their growth while preserving the local identities and client relationships that make each firm unique. Our partner firms combine the close connections of a local team with the resources of a national community, giving professionals access to broader career opportunities, learning, collaboration, and innovative technology. Whether you join Current or one of our partner firms, youβll be part of a connected team investing in your development and shaping the future of accounting.
Our member firm is hiring for their office based in Charlotte, NC!
Join a growing Charlotte-based CPA firm where client relationships, collaboration, and career growth come first. We're looking for service-oriented, personable professionals who are passionate about supporting privately held small- and mid-sized businesses. Through hands-on experience, mentorship, and formal training, you'll have the opportunity to build your technical skills, work directly with clients, and grow your career with clear paths for advancement and specialization.
Responsibilities
Maintain an active relationship with client management and decision-makers to ensure all client service needs are being met with all available offerings.
Interact directly with clients to provide innovative business and tax planning, consulting, and compliance expertise.
Review the preparation of S-Corporations, Partnerships, C-Corporations, and ultra-high net worth individualsβ U.S. federal and multi-state income tax returns.
Supervise and mentor a team of staff and interns within our mentorship program.
Review fixed asset registers, prepaid and accrual schedules, month-end close process, and business personal property tax returns.
Review and assist with tax calculations and reconciliations for book to tax differences, special projects in support of corporate goals, implement process improvements and other objectives as directed by the Executive Team.
Prepare or review reconciliations and analyses for accounts as assigned and support external audits.
Assist in the preparation of the Company's US (federal) quarterly and annual income tax provision calculations and related financial statement disclosures, including computation of book to tax differences, M-1/M-2/M-3.
Contribute to client processes and technology improvements aimed at streamlining compliance and reporting.
Generate invoices for client services for partner review.
Actively develop new business relationships with potential clients and company personnel to grow the clientele base and work to foster on-going efforts to obtain additional opportunities for the firm.
Requirements
Active CPA license
Minimum of 9 tax seasons working with privately held companies in public accounting
Minimum of 4 tax seasons as a manager in public accounting performing technical review of work
Experience with various versions of QuickBooks Desktop and Online.
Preferred
Experience with business clients $5-$50+ million in revenue
Industry knowledge for construction/contractors, real estate, and/or professional services
Motivated to be an advisor to a variety of clients with varying skill levels
Expertise in areas including income tax planning, estate and gift planning, international tax, and tax controversy
Seeking opportunities to guide and foster team members towards their technical and career goals
We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of $120,000.00-$175,000.00 annually, commensurate with experience and qualifications.
We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!
Compensation & Benefits
The total rewards package at Current includes base salary and benefits.
Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidateβs experience, expertise, geographic location, and internal pay equity relative to peers.
We provide a robust benefits package, including:
Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
Company-Paid Life and Long-Term & Short-Term Disability Insurance
Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance
Classic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
Equal Opportunity
We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.
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