What are the responsibilities and job description for the Tax Associate position at Elevated Financial & Tax?
Job Title: Tax Associate
Location: Charlotte, NC (In-Office)
Job Type: Full-Time, Year-Round
Compensation: Commensurate with experience
About Us: Elevated Financial & Tax is a full-service tax and accounting firm based in Charlotte, NC, providing individual and business tax preparation, tax planning, and financial services to a growing client base. We pride ourselves on accuracy, responsiveness, and building long-term relationships with the clients we serve.
Position Overview: We are seeking a detail-oriented Tax Preparer to join our tax preparation team on a full-time, year-round basis. This role will handle a mix of individual and small business tax returns, support ongoing client correspondence with the IRS and state agencies, and contribute to the overall accuracy and timeliness of our tax preparation process.
Responsibilities:
- Prepare individual (Form 1040) and small business (Schedule C, 1065, 1120-S) tax returns
- Prepare other tax filing forms and special projects as assigned
- Review client-provided financial documents and source data for accuracy and completeness
- Research and resolve tax issues, including correspondence with tax authorities
- Communicate directly with clients to gather information and answer tax-related questions
- Maintain organized, up-to-date client files and documentation
- Commit to continuous professional development through ongoing education and training
Qualifications:
- Bachelor’s Degree in Accounting or related field
- Minimum of 1 year of professional tax preparation experience required; 2–3 years strongly preferred
- CPA or EA credentials are a plus! If not yet licensed, a drive to complete the educational requirements and achieve your CPA is highly valued
- Proficient in accounting, tax, and practice management software. Experience with TaxDome, Drake, QBO, and/or Digits is a plus (training on our specific tech stack will be provided).
- Highly organized with strong attention to detail, proficiency in Microsoft Office (Word, Excel, Outlook), and the ability to comfortably manage multiple client files simultaneously
- Excellent written and verbal communication skills, both for client-facing and internal teamwork.
Benefits:
- Five weeks of paid time off (PTO) annually
- Ten paid holidays per year
- Optional health, dental, and vision insurance
- Disability insurance
- Company 401(k) with up to 4% employer match, eligible after six months of employment