About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Overview

Confidential Client is hiring a Federal Tax Associate to join its Private Client Services team in Charlotte, NC. This role focuses on tax planning, research, and compliance for high-net-worth individuals, closely held businesses, estates, trusts, and private foundations. The position is full-time.

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What You’ll Do

• Work directly with high-net-worth families, closely held businesses, estates, trusts and private foundations to deliver tax compliance and planning services.
• Build strong client relationships, understand client needs, and manage communications.
• Complete federal and state & local tax returns accurately and on schedule.
• Conduct tax research and prepare written memoranda on complex tax issues.
• Contribute to developing tax planning ideas to help lower clients’ overall effective tax rates.
• Apply knowledge of entity reporting requirements and compliance across different entity types.
• Prepare work for review and ensure deliverables meet engagement standards.
• Stay current on federal tax legislation affecting private client service clients.

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Required Qualifications

• Bachelor’s degree in accounting or a business-related field.
• Required coursework to sit for the CPA exam, or a licensed JD, or Enrolled Agent credential.
• Strong written and verbal communication skills and proven ability to work in a collaborative team environment.
• Excellent client relations and interpersonal skills for gathering information and answering client inquiries.
• Outstanding organizational skills with the ability to manage multiple priorities and own assigned tasks.

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Preferred Qualifications

• CPA, JD, or Enrolled Agent designation.
• LL.M. in Taxation and/or Master’s in Taxation.
• Prior experience with private client services, tax planning, or working with high-net-worth clients is a plus.

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Compensation & Benefits

• Compensation Range: $70,400 - $84,000 per year.
• Competitive benefits and flexible scheduling to help balance client needs and personal commitments.
• Additional benefits and total rewards will be discussed during the interview process.

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Additional Information & Compliance

• This opportunity is posted for candidates who are eligible to work in the U.S. Confidential Client does not intend to sponsor entry-level candidates who require sponsorship now or in the future.
• Qualified applicants with arrest or conviction records will be considered in accordance with applicable law.
• Reasonable accommodations are available upon request to applicants with disabilities during the hiring process.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.