Tax Senior - Real Estate at Staff Financial Group in Charlotte, NC

Tax Senior - Real Estate - Charlotte, NC

Who: A detail-oriented tax professional with 2+ years of recent public accounting experience and progress toward CPA certification.

What: Prepare and review intermediate-level individual and flow-through tax returns while guiding staff and ensuring timely, accurate client engagements.

When: Immediate full-time opportunity.

Where: Hybrid role within a confidential firm location.

Why: To support a growing real estate tax practice by delivering high-quality client service, mentoring junior staff, and contributing to firm development.

Office Environment: Collaborative, learning-oriented, and focused on professional growth.

Salary: Competitive and commensurate with experience.

Position Overview: The Tax Senior in the Real Estate Group provides comprehensive tax services to individuals and businesses, applying specialized tax knowledge to prepare and review intermediate-level returns. This role includes delegating work, supporting associates, managing engagements, providing proactive feedback, and contributing to a collaborative and growth-driven environment.

Key Responsibilities:

• Prepare and review intermediate-level flow-through returns and individual tax returns.
• Review basic tax return engagements and analyze business transactions effectively.
• Perform efficient reviews of individual and business tax returns while guiding staff.
• Gather necessary data from clients, A&A teams, and third-party sources.
• Conduct tax research to identify alternatives that meet client objectives.
• Resolve open issues on assigned engagements and monitor engagement economics.
• Manage multiple assignments simultaneously, ensuring on-time completion.
• Become a subject-matter expert in specific technical areas while managing productivity.
• Teach, mentor, and oversee staff through proper delegation and coaching.
• Provide timely, constructive feedback to team members.
• Identify opportunities within existing clients to expand services.
• Participate actively in firm committees, events, and departmental initiatives.

Qualifications:

• Bachelor’s degree in Accounting or Finance.
• 2+ years of recent public accounting experience.
• CPA certification or significant progress toward completion.
• Real estate experience preferred but not required.
• Ability to prepare/review full sets of financial statements.
• Strong written and verbal communication skills.
• Strong analytical, problem-solving, and time-management abilities.

If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.