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Tax Advisor

Sherpa | Recruiting, Staffing & Consulting · Charlotte

Mid 🇬🇧 English
Federal and state tax compliance

Job description

About the role

Our client, a long‑standing professional services firm, is seeking a Tax Advisor to fill a vacancy created by a retirement. The role involves delivering tax compliance services to a diverse portfolio of individual, partnership, corporate and fiduciary clients.

Key responsibilities

  • Prepare and review individual, partnership, corporate and fiduciary income tax returns.
  • Support clients with various tax‑related matters and answer inquiries.
  • Manage communications with the IRS, state tax authorities and other parties.
  • Prepare and e‑file W‑2, 1099‑MISC, 1099‑NEC and 1099‑INT forms.

Required profile

  • 2–4 years of tax compliance experience covering individuals, partnerships, corporations or trusts.
  • CPA or Enrolled Agent designation (or candidate).
  • Strong attention to detail and excellent client‑service orientation.

Required skills

  • Federal and state tax compliance.
  • Tax return preparation for individuals, S‑corps, estates and partnerships.
  • E‑filing of W‑2 and 1099 series forms.
  • Communication with IRS and other tax authorities.

What we offer

  • Competitive compensation up to $95,000 per year.
  • Opportunity to work with a reputable firm with over 40 years of history.
  • Professional growth interacting with a wide variety of clients.

Questions fréquentes

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Published 2 months ago

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Sherpa | Recruiting, Staffing & Consulting

Charlotte