Demo

Tax Senior Associate- Boutique CPA & Advisory Firm

Caliber Recruiting Group
Charlotte, NC Full Time
POSTED ON 7/17/2026
AVAILABLE BEFORE 9/17/2026

Apply on-line Now

Position Description

We have been retained by a boutique-style (regional & mid sized) and family operated accounting firm in the Charlotte, North Carolina Metro area. They are hiring for a skilled senior tax associate (Tax Senior) with 3-4 years of tax prep and review experience.

This is a firm that has a great work life schedule, puts employees first, and doesn't work wild hours like some firms (hours are capped at very reasonable amounts even during busy season). The partners are looking for someone on a fast track to promotion / manager or senior manager soon, and that handle a variety of tax prep and review for a variety of local area businesses.

About the Role:

  • Pay: $95,000- $135,000 (can be higher with right experience)
  • Prep and review tax returns for various entities, businesses, high net worth individuals, pass through entities, C-Corps, S-Corps, and Partnerships.
  • Enter this information into a variety of prep software programs like CCH, Pro System, and Ultra Tax
  • Ensure all business tax returns are filed in accordance with Firm guidelines as well as ensuring federal regulations are met
  • Work with the IRS at times for resolutions needed
  • Work well with the partners for any special cases

Background and Experience:

  • Bachelors degree in accounting, finance, stats, business administration or related field (econ, stats, math)
  • CPA eligible, CPA license currently, or in progress is ideal, EA is also a plus. or working to obtain the EA with 3-4 years of solid Tax experience in a business entity capacity
  • 3-4 years of solid tax prep and review experience in a local accounting environment, Big firm, regional firm, or equivalent firm doing daily tax prep and review work on multiple entities and HNW clients
  • Very proficient with various tax software programs, could be Thompson Reuters, CCH, or other well known tax software
  • Understanding of tax laws and ability to be in a fast paced tax environment to get work done efficiently
Job Details:

  • Full time Monday through Friday
  • Hours capped in busy season unlike a lot of firms where you may work 70-80 hours a week
  • Salary: $95,000- $135,000
  • Health Plan / Medical Employer subsidized
  • Tuition reimbursement for CPA licensure, EA courses, additional continuing Ed.
  • Flexible work environment - Hours Capped reasonable ad employee friendly hours
  • Dental Plan
  • 401k
  • Quick promotion potential, path to senior manager

If this sounds like a good fit, please apply today! {If you don't think this is the ideal role, still apply so we can talk more in detail about what specifically you are looking for} - Andrew

Caliber Recruiting Group focuses on partnering with progressive thinking, locally based accounting firms. Our partners we work with provide great employee work life balance, provide clear partner track for their senior members. We don't partner with firms that you may have personally experienced as having a high stress, never stop weekly schedule without a clear promotion path for both pay and management level.

Type: Full-time
Pay: $95,000.00 to $135,000.00 per YEAR

Apply on-line Now

Salary : $95,000 - $135,000

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Tax Senior Associate- Boutique CPA & Advisory Firm?

Sign up to receive alerts about other jobs on the Tax Senior Associate- Boutique CPA & Advisory Firm career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$94,700 - $117,561
Income Estimation: 
$117,813 - $152,327
Income Estimation: 
$116,747 - $155,141
Income Estimation: 
$152,615 - $211,890
Income Estimation: 
$120,877 - $156,226
Income Estimation: 
$111,130 - $143,851
Income Estimation: 
$129,014 - $179,213
Income Estimation: 
$140,569 - $203,638
Income Estimation: 
$152,615 - $211,890
Income Estimation: 
$141,735 - $180,909
Employees: Get a Salary Increase
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Caliber Recruiting Group

  • Caliber Recruiting Group Virginia, VA
  • Apply on-line Now Position Description We have partnered with a boutique-style, highly rated regional accounting firm in the city of lovers- Virginia Beach... more
  • 21 Days Ago

  • Caliber Recruiting Group Hollywood, FL
  • Apply on-line Now Position Description If you are looking for a new role with a medium sized and family operated accounting firm in South FL, specifically ... more
  • 23 Days Ago

  • Caliber Recruiting Group Jacksonville, FL
  • Apply on-line Now Position Description We have been engaged by a growing accounting practice (CPA / Advisory) in Jacksonville, FL that focuses on wealth ma... more
  • 24 Days Ago

  • Caliber Recruiting Group Coral Gables, FL
  • Apply on-line Now Position Description If you are at an accounting firm right now, maybe its a top firm, maybe a top 25 firm that is stressing you out- may... more
  • 28 Days Ago


Not the job you're looking for? Here are some other Tax Senior Associate- Boutique CPA & Advisory Firm jobs in the Charlotte, NC area that may be a better fit.

  • Caliber Recruiting Group Charlotte, NC
  • Apply on-line Now Position Description We are working with a top rated local CPA firm looking for a talented Tax Manager to join their growing firm in the ... more
  • 2 Months Ago

  • Forvis Mazars US Charlotte, NC
  • Description & Requirements This position provides tax preparation services related to partner tax matters. Work includes preparation of work papers, tax re... more
  • 25 Days Ago

AI Assistant is available now!

Feel free to start your new journey!