Private Tax Accountant - Financial Services Firm

Private Tax Accountant - Financial Services Firm

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• A growing boutique tax and financial advisory firm with an established reputation in Charleston, SC and newly acquired presence in Charlotte.
• Led by the founder who is a 20+ year tax veteran who built the firm on proactive planning, client education, and a holistic approach to financial health.
• Committed to supporting individuals and closely held businesses with complex tax, planning, and advisory needs.
• Focused on scaling the Charlotte office to $1M+ in revenue within 3–5 years through networking, business development, and high-touch client service.

• A growing boutique tax and financial advisory firm with an established reputation in Charleston, SC and newly acquired presence in Charlotte.
• Led by the founder who is a 20+ year tax veteran who built the firm on proactive planning, client education, and a holistic approach to financial health.
• Committed to supporting individuals and closely held businesses with complex tax, planning, and advisory needs.
• Focused on scaling the Charlotte office to $1M+ in revenue within 3–5 years through networking, business development, and high-touch client service.

• Hybrid role based out of a professional office in the South Park Charlotte.
• Extremely flexible hybrid schedule with presence required in the office for client meetings and select hours, typically a few mornings or afternoons a week.

• A guaranteed base salary with additional upside through sharing a percentage of client billings, plus bonus opportunities.
• A chance to step into a book of Charlotte clients with immediate revenue, while helping grow the office through referrals, networking, and partnerships with attorneys and business brokers.
• The freedom of a boutique firm environment with the backing of an established brand, processes, and remote staff support.
• A entrepreneurial culture designed for flexibility and autonomy, not rigid 9–5 hours.
• Pathway to build a practice alongside a seasoned tax leader with a vision for growth.

• Serves as the primary tax professional for Charlotte-based clients, handling both complex individual returns and business entity returns (S Corps, Partnerships, C Corps).
• Provides proactive client support to business owners and high-net-worth families.
• Delivers high-volume tax preparation (250–300 returns annually across tax season, summer, and extension deadlines).
• Acts as the face of the Charlotte office — networking in the local business community to generate referrals and build long-term relationships.
• Plays a key role in expanding the firm’s footprint and supporting the owner’s goal of scaling the office to $1M revenue.

• At least 4–5 years of tax preparation experience (preferably 7–10+) with both individual and business entity returns.
• CPA or EA designation is plus.
• Experience working in a public accounting firm, tax boutique, or complex HNW/closely held business environment.
• Proven ability to manage high-volume compliance while providing advisory-level client interaction.
• Comfortable in a hybrid model: virtual work, client‑facing meetings, and entrepreneurial business development.
• Ambitious, relationship‑driven professional seeking both immediate stability and long‑term growth opportunity.