Senior Associate – Income Tax in Charlotte, North Carolina
Posted 06/22/22


  • Fortune 500 financial services firm headquartered in Charlotte, NC with a significant investment in innovation
  • Recognized by Fortune as one of the worlds most admired companies in 2012 along with many other awards around social responsibility, diversity, equity and inclusion and client experience.
  • Purpose driven and team-oriented environment with focuses on leveraging employee talents, cutting edge technology, and best practices and processes
  • Organization that is recognized for being truly multicultural; diversity and feedback rich is in their DNA


  • Highly visible opportunity as it supports organization tax policy
  • Results driven organization that values accountability and continuous improvement
  • Opportunity to make an impact and add value - Forthcoming investment in tools and technology to improve current processes
  • Excellent Company Benefits to include medical, dental, 401k and generous PTO policy


  • Apply a solid understanding of tax concepts and use knowledge of the business and key processes gained from practical experience in the preparation of tax analysis, including tax provisions, federal and state tax returns, research, memoranda and other various planning and compliance projects.
  • Gather relevant accounting and financial data, apply requisite tax laws/regulations and input results into supporting work papers and tax applications.
  • Prepare federal and state income tax returns and related work papers, as well as other necessary tax filings, including estimated payments, extensions, etc.
  • Prepare and maintain accounting for income tax records necessary for proper Generally Accepted Accounting Principles (GAAP) financial statement presentation.
  • Perform research, interpret tax laws and other authoritative guidance and concisely communicate analysis to other tax professionals through emails, formal memoranda, etc.
  • Actively participate in projects within the Department, including planning and execution activities.
  • Prepare responses to inquiries from taxing authorities.
  • Revise and maintain departmental procedures.
  • Proactively identify issues and escalate them accordingly.
  • Work under moderate supervision while demonstrating strong self-review skills.


  • Bachelor's degree and 2+ years of Big 4 or large corporate tax experience or an equivalent combination of education and experience.
  • Prior tax return preparation and work paper presentation experience, including cross referencing and documentation.
  • Solid understanding of principles, practices, theories, and/or methodologies associated with the tax discipline including knowledge of tax return software.
  • Ability to manage competing priorities.
  • Strong computer skills in Excel and other Microsoft products.
  • Able to read and interpret financial statements.
  • Ability to solve problems in straightforward situations by analyzing possible solutions using experience, judgment and precedents.
  • Ability to use discretion and to communicate complex information, in both written and verbal forms, in straightforward situations.
  • Attention to detail, with an emphasis on accuracy and consistency.
  • Previous experience with OneSource Income Tax and OneSource Tax Provision is a plus



  • Employee Type: Direct Hire
  • Location: Charlotte, North Carolina
  • Category: Accounting and Finance
  • Date Posted: 06/22/22
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