THE TEAM YOU WILL BE JOINING:
- 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.
LOCATION:
- Hybrid role based out of a professional office in the SouthPark 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.
WHAT THEY OFFER YOU:
- 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.
WHY THIS ROLE IS IMPORTANT:
- 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 and 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.
THE BACKGROUND THAT FITS:
- 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.
#LI-IK1 #LI-HYBRID
