Tax Manager Jobs in Charlotte, NC

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Overview:

We're looking for a Tax Manager who wants to own a client book, develop a team, and continue to grow as a leader in the company. You will oversee a portfolio of 500–700 tax returns, manage client relationships directly, and work alongside Jonas as you learn and eventually lead the tax strategy conversations. Initially, you will own preparing and reviewing tax returns.

Apex Business Consulting was founded in 2020 by Jonas, a CPA and MBT who spent years in both public accounting and as an auditor for the Department of Revenue. We’ve grown into one of the fastest-growing tax and accounting practices in the Charlotte area, and we now serve small and mid-size businesses remotely across 42 states.

We've grown by doing two things well: delivering results for clients and building a team that actually wants to be here. We’re adding to our team because we're growing, and looking for a Tax Manager who can grow with us.

Responsibilities:

Client Engagement

• Own the client experience for your portfolio: communication, deliverables, and relationships.
• Handle client-facing responses to tax notices and federal or state examinations
• Handle initial client escalations, with support as needed from team and leadership

Tax Preparation & Review

• Own the full process initially from preparing and reviewing tax returns, primarily: 1040, 1120S, and 1065, occasionally 1120 and 1041.
• Role overtime will shift toward review, client-facing, and tax strategy as direct reports are added.
• Reviewing client financials before prep, identifying red flags in P&Ls and balance sheets, and resolving issues before a return moves forward.
• Provide written feedback to junior preparers on return quality when capacity allows

Tax Strategy & Development

• Prepare forward-looking tax projections and planning documents for client meetings
• Apply relevant strategies during the review process, not just checking for accuracy
• Build toward owning the full tax strategy conversation with clients over time

Team Development & Oversight

• Mentor and coach junior tax accountants on technical work
• Maintain quality standards across your team and help train teammates

Requirements:

• 5+ years of experience in public accounting
• Experience working for mid-sized or regional firm
• Experience independently preparing 1040, 1120S, and 1065 returns; 1120 and 1041 experience is a strong plus
• Comfortable reviewing P&L statements / balance sheets and resolving what you find.
• Experience being client facing and being the main point of contact.
• Experience training or mentoring more junior team members.
• Cloud-based tax software required
• Applied tax strategy experience
• CPA or MBT designation preferred
• Russian speaking is a plus
• Real estate and/or construction industry experience is a plus
• Ownership mentality, with the ability to be a great team player and drive results.

Results:

• Own and manage a portfolio of 500–700 tax returns
• Complete returns with minimal errors and excellent client experience
• Develop and mentor a team of junior tax accountants under you
• Build toward leading more client-facing tax strategy meetings

Logistics:

Location: Remote (Charlotte, NC preferred, not required)

*This position is open to candidates based in the United States only.

Salary: $120,000–$150,000 base + performance-based bonus

Benefits:

• Health + Dental Insurance
• Traditional IRA match up to 3% (after 1 year; transition to 401k)
• Paid holidays + PTO
• Equipment provided
• 20% client referral bonus

Pay: $120,000.00 - $150,000.00 per year

Benefits:

• Health insurance
• Health savings account
• Opportunities for advancement
• Work from home

Application Question(s):

• Have you independently prepared 1040, 1120S, and 1065 returns?
• Have you mentored or trained junior staff on technical tax work?

Experience:

• public accounting: 5 years (Required)

Work Location: Remote