Tax Senior Manager Jobs in Charlotte, NC

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Overview:

We’re looking for a Senior Tax Associate who is looking to accelerate their career. Initially, you’ll prepare and review returns across a substantial client portfolio, work directly with clients, and learn tax strategy from our senior team. We expect that within a year, you’ll be in a position to be promoted to Tax Manager, owning a client book and leading a team.

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. The people here are driven both in their professional and personal life. We encourage and protect both. We’re adding to our team because we're growing, and we’re looking for a Senior Tax Associate who can grow with us.

Responsibilities:

Client Engagement

• Serve as a day-to-day contact for clients in your portfolio, managing communication and deliverables.
• Prepare responses to tax notices and assist with federal and state examinations
• Help resolve client issues, escalating to leadership when needed

Tax Preparation & Review

• Prepare and review tax returns, primarily 1040, 1120S, and 1065, with occasional 1120 and 1041
• Review client financials before prep, flagging issues in P&Ls and balance sheets and resolving them before a return moves forward
• Deliver accurate, complete returns the first time; quality is tracked on every return
• Provide written feedback to junior preparers on return quality
• As you grow toward Tax Manager, your focus will shift toward review, client strategy, and leading a team.

Tax Strategy & Development

• Assist in preparing tax projections and planning documents for client meetings
• Identify planning opportunities during prep and review, going beyond accuracy checks
• Join client strategy meetings alongside leadership, building toward leading them yourself

Team Support

• Support junior tax accountants with technical questions and on-the-job coaching
• Help train teammates and contribute to our quality standards
• Show the leadership and mentoring skills that prepare you to manage a team

Requirements:

• 3+ 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 communicating directly with clients
• Some experience training or helping junior team members, or a strong interest in doing so
• Experience with cloud-based tax software
• Exposure to tax planning, with a desire to grow in it
• CPA or MBT preferred; actively pursuing a CPA is a plus
• 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:

• Prepare and review returns across a portfolio of 500–700 tax returns, in partnership with leadership
• Complete returns with minimal errors and deliver an excellent client experience
• Support the growth of junior tax accountants through coaching and review feedback
• Take on increasing ownership of client relationships and strategy meetings
• Within a year, demonstrate the quality, client ownership, and leadership needed for promotion to Tax Manager

Logistics:

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

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

Salary: $95,000–$115,000 base

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: $95,000.00 - $115,000.00 per year

Benefits:

• Health insurance
• Paid time off
• Work from home

Experience:

• preparing 1040, 1120S and 1065: 3 years (Required)
• public accounting: 3 years (Required)

Work Location: Remote