Job Title: Tax Associate

Reports to: Senior Tax Managers & Firm Partner

Contract Type: Full-Time

Working Location: Hybrid – Charlotte, NC

WHO WE ARE

Sharpe Patel PLLC is a full-service accounting firm that provides audits, reviews, compilations, bookkeeping, tax, and advisory services for a variety of clients. We are a small team with room to continue growing while creating a collaborative culture that supports each staff in their personal growth in the industry. Our firm is dedicated to providing superior solutions by gaining an understanding of each client's business and providing personalized services to fit their every need.

ABOUT THIS ROLE

Sharpe Patel PLLC is looking for a bright and eager candidate seeking a full-time position in tax in our Charlotte office. This position would work directly with our tax department. The tax team serves a variety of clients including individuals, businesses, not for profit organizations, trusts, and various other entities.

PRIMARY RESPONSIBILITES

· Prepare federal and state tax returns including the following: individuals, pass through entities, corporations, trusts, and exempt organizations

· Review and make corrections to client financials prior to tax preparation

· Communicate directly with clients to gather supporting documents

· Utilize software to organize client documents

· Conduct research of federal, state, and local tax laws and regulations

· Collaborate with team to create tax plans for clients

· Work alongside the audit department to prepare exempt organization’s tax filings

· Complete administrative tasks when required

REQUIRED QUALIFICATIONS

· Bachelor’s Degree in Accounting or related field

· 1-3 years of experience in Public Accounting

· Experience preparing individual and closely held business tax returns

· Ability to manage multiple priorities, deadlines, and budgets

· Ability to work both within a team environment but also can independently prioritize tasks

· Excellent project management, analytical, interpersonal, oral, and written communication skills

· Proficient with Microsoft (MS) Windows and Office products

· Solid understanding of accounting principles

· Reliable transportation and ability to work in-person in the Charlotte office multiple days during the week

PREFERRED QUALIFICATIONS

· CPA License or Candidate

· Experience with QuickBooks

· Experience with high net-worth individual and multi-state tax returns

· Experience preparing exempt organization tax returns

At Sharpe Patel PLLC, we encourage a healthy work/life balance by providing you with the tools, compensation, and benefits to achieve a high quality of life. See below for some of the benefits we provide to our employees.

FIRM BENEFITS

· Flexible Paid Time Off

· Health, Dental & Vision Insurance

· 401k Retirement Plan with Employer Matching

· Hybrid Work Location

· Continuing Education Opportunities

· Routine Company Outings & Events

· Relaxed Office Environment

Sharpe Patel is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identify/expression, disability status, or any other characteristic protected by law.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Continuing education credits
• Dental insurance
• Disability insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Vision insurance

Experience level:

• 1 year

Schedule:

• Monday to Friday

Ability to Commute:

• Charlotte, NC 28203 (Required)

Ability to Relocate:

• Charlotte, NC 28203: Relocate before starting work (Required)

Work Location: Hybrid remote in Charlotte, NC 28203