Tax Senior / Tax Manager

NorthPoint Search Group • Greenville, SC

2d • Onsite

About The Position

Our client is a progressive, mid-size, full-service Certified Public Accounting and Integrated Wealth Management firm located in Greenville, South Carolina. The firm serves high-net-worth and high-income individuals and families, businesses, and healthcare professionals. Its services include tax, accounting, business consulting, investment management, financial planning, family office, and retirement plan services.

The Tax Senior / Tax Manager establishes and maintains client relationships, prepares and reviews tax returns, handles tax estimates and projections, and applies complex tax issues to client situations and transactions. The role also supervises engagements and special assignments, mentors and develops staff, and participates in practice development efforts.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field.
• CPA license required.
• Recent public accounting experience required.
• 5–7 years of tax experience, including preparation and review.
• Strong organizational and communication skills.
• Strong professional presence and leadership skills.
• Highly dedicated, positive, self-motivated, and proactive in seeking opportunities in a fast-paced environment.
• Proficient in technology, including Excel and QuickBooks.

Responsibilities

• Establish and maintain strong client relationships and provide outstanding client service.
• Review and prepare 1065, 1120S, 1040, and 1041 tax returns.
• Prepare tax estimates and projections.
• Understand complex tax issues and how they apply to client situations and transactions.
• Maintain a high level of attention to detail throughout tax preparation and review.
• Assume responsibility for supervising engagements and special assignments, using established firm policies and procedures and requiring minimal supervision.
• Participate in the firm's practice development efforts, including expanding services to clients.
• Mentor and develop staff.

Benefits

• Generous compensation.
• PTO plan.
• Excellent benefits package.
• Work/life balance benefits designed to help employees balance work with interests outside the office.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior