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Staff Tax Accountant

Charlotte, NC

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TYPE: Contract to Hire

WHY THIS COMPANY: Our client is a boutique financial advising group, with a unique approach and custom-tailored plans. You would work with a team of diverse professionals, who are considered experts in their individual fields. The friendly, small office atmosphere allows for a positive work environment. Our client is growing quickly, expanding their services and areas of expertise.


  • Preparation of federal, multi-state, and local tax returns for individuals and small businesses
  • Maintain financial reports and general ledgers
  • Build and maintain strong client relationships
  • Complete complex write ups and forecasting plans for clients 
  • Prepare and analyze budgets
  • General bookkeeping duties including posting journal entries, monthly closing, and monthly financial reports
  • Work with the Wealth Advisors to improve financial procedures 
  • Stay current on tax laws, regulations, and rules 

Job Requirements


  • Bachelor's Degree - Accounting, Finance, or related 
  • 2 - 5 years of public accounting experience
  • Must have experience with QuickBooks
  • Experience with business and individual income taxation 
  • Strong communication skills, ability to build relationships, and attention to detail 
  • Experience with Drake software is preferred 
Apply Now