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Tax Manager / Sr. Tax Manager

LanceSoft
Charlotte, NC Full Time
POSTED ON 3/5/2025
AVAILABLE BEFORE 6/4/2025

Enter Job Description...

  • We are seeking a tax focused CPA with 6 years of current public accounting experience. This role requires the candidate to have a genuine interest in developing a comprehensive understanding of our clients' business and tax environments, as well as providing a proactive year-round tax planning approach.
  • successful team member at MMB enjoys working with a wide variety of clients and demonstrates organizational skills, technical skills, and effective communication. You will be able to work closely with partners of the firm, interact with high level business clients, and will have opportunities for staff and admin supervision and advancement. The firm offers competitive benefits, a team-oriented culture, and opportunities for continuing education and professional growth.

Responsibilities :

  • Perform technical reviews of tax returns of varying types and complexities
  • Manage client relationships, including assessing client needs and developing strategies / solutions to provide clients with the highest level of service; services to include income tax compliance / planning and other business consulting needs.
  • Plan the timing and assigning of staff to engagements
  • Prepare client invoicing
  • Provide mentorship to other tax staff and admin; assist in the growth, development, and training of the team
  • Qualifications :

  • Minimum of 6 years' tax experience in public accounting firm
  • CPA required
  • Experienced in preparation and tax planning with partnerships, S-corporations, C-corporations, trusts and estates of high net-worth individuals
  • Highly organized with the ability to efficiently manage projects
  • Demonstrates excellent team skills, positive attitude, and high ethical standards
  • Lacerte, QuickBooks, BNA Tax Planner, and CaseWare experience a plus
  • EEO Employer

    LanceSoft is a certified Minority Business Enterprise (MBE) and an equal opportunity employer. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

    This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. LanceSoft makes hiring decisions based solely on qualifications, merit, and business needs at the time.

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