Tax Advisor

Tax Advisor

Boutique Wealth, Estate & Tax Advisory Firm | Charlotte, NC

• Compensation: Base Salary: Up to approximately $95,000
• Long-term growth and leadership advancement opportunity

Work Model: Fully onsite during the first year

• Additional flexibility may be available based on performance and tenure

Company Overview

We are partnering with a highly respected advisory practice that serves affluent families, entrepreneurs, trusts, estates, closely held businesses, and multi-generational wealth structures. The firm provides integrated tax, estate, business, and wealth planning services and has built a reputation for delivering highly personalized advice and long-term client relationships.

Unlike many large accounting environments where professionals specialize narrowly, this team takes a holistic approach, allowing tax professionals to gain broad exposure across multiple entity types, planning strategies, and advisory engagements.

The Opportunity

This is not a traditional tax preparation position. The firm is seeking a Tax Advisor who wants to become deeply involved in client relationships, tax planning discussions, and long-term advisory work. The position offers direct exposure to business owners, high-net-worth individuals, trusts, estates, and family wealth structures.

The leadership team is focused on developing future leaders within the tax practice, making this an attractive opportunity for someone seeking long-term growth beyond pure compliance work.

Key Responsibilities

Tax Compliance & Preparation

• Prepare and review individual, partnership, corporate, and fiduciary tax returns
• Maintain supporting workpapers and documentation for tax filings
• Assist with tax compliance matters across multiple entity structures
• Prepare various informational and reporting forms as required

Tax Planning & Advisory

• Identify tax planning opportunities for individuals and business owners
• Assist with wealth preservation, estate planning, and business succession strategies
• Support implementation of tax-efficient planning recommendations
• Participate in discussions regarding complex client tax matters

Client Service & Relationship Management

• Work directly with clients to gather information and address tax-related questions
• Assist clients with responses to taxing authorities and regulatory inquiries
• Develop trusted relationships with business owners, families, and advisors
• Participate in ongoing client service and planning engagements

Research & Technical Analysis

• Conduct federal and state tax research
• Analyze tax legislation and technical guidance
• Document research findings and planning recommendations
• Assist with special projects and complex client engagements

Ideal Candidate Profile

• 2–5 years of tax compliance experience
• Experience preparing:
• Individual (1040) returns
• Partnership (1065) returns
• S Corporation returns
• Corporate tax returns
• Exposure to trust, estate, or fiduciary taxation preferred
• Strong tax research and analytical capabilities
• Ability to manage multiple client engagements simultaneously
• Strong communication and interpersonal skills
• Detail-oriented with excellent organizational skills

Preferred Backgrounds

• Local CPA firms
• Regional public accounting firms
• Boutique tax advisory practices
• Family office tax groups
• Wealth management tax practices

Candidates coming from broad-based tax environments often align particularly well due to exposure across multiple entity types and direct client interaction.

The firm is open to:

• CPA
• CPA candidates actively pursuing certification
• Enrolled Agent (EA)
• EA candidates pursuing designation

Why This Opportunity

• Clear path toward increased responsibility and potential future leadership
• Exposure to sophisticated high-net-worth and family wealth planning matters
• Opportunity to participate in both tax compliance and tax planning
• Direct interaction with business owners, entrepreneurs, trusts, estates, and family offices
• Collaborative, relationship-driven culture with strong leadership access
• Broad tax exposure rather than narrow specialization
• Stable and highly respected advisory platform with long-standing client relationships