Tax Manager - Financial Services
Company: NorthPoint Search Group
Location: Charlotte
Posted on: April 1, 2026
|
|
|
Job Description:
Tax Manager - Financial Services - Charlotte, NC Who: A tax
professional with 5 years of recent public accounting experience
and strong corporate/ASC 740 expertise. What: Manage complex tax
compliance and consulting engagements for financial institutions
while leading a team and delivering high-quality technical reviews.
When: Full-time opportunity available immediately. Where:
Charlotte, NC Why: To support a growing financial services tax
practice, mentor developing professionals, and strengthen client
relationships through high-level advisory work. Office Environment:
Collaborative, growth-focused, and committed to inclusion,
engagement, and professional development. Salary: Competitive and
commensurate with experience. Position Overview: The Tax Manager in
the Financial Services Practice oversees tax compliance and
consulting work for financial institutions and related service
companies. This role includes technical review of tax research,
workpapers, allocations, and tax returns, as well as income tax
accounting support. Responsibilities also include team development,
engagement management, and supporting business development efforts
across the practice. Key Responsibilities: - Develop and maintain
strong customer relationships within the financial services market.
- Perform technical reviews of federal and state tax workpapers,
research, allocations, and tax returns. - Review and assist with
income tax accounting and ASC 740 reporting. - Anticipate client
needs and consult on emerging and complex tax issues. - Communicate
engagement progress, challenges, and resolutions clearly to
customers. - Collaborate across teams to expand services and
support overall firm growth. - Manage engagement economics,
including billing and collections. - Continuously develop
professional expertise and specialty knowledge. - Coach and develop
team members, providing guidance and year-round performance
feedback. - Build a professional network through colleagues,
referral partners, prospects, and community involvement. -
Represent the firm in the business community and within
professional organizations. - Promote a culture of accountability,
inclusion, engagement, and alignment with firm values. - Set and
achieve meaningful stretch goals to increase impact within the
firm. Qualifications: - Bachelor’s degree in Accounting, Finance,
or Law; Master’s in Tax/LLM preferred. - 5 years of recent public
accounting experience. - Strong background in corporate tax
accounting; ASC 740 expertise preferred. - EA license or CPA
certification required. - Strong leadership and project management
skills. - Excellent communication and networking capabilities. -
Ability to manage and grow client relationships. - Experience with
tax software and technology tools. - Strong multitasking ability
and commitment to continuous learning. If you’re interested in
learning more about this opportunity or would like to discuss your
qualifications, please apply now.
Keywords: NorthPoint Search Group, Kannapolis , Tax Manager - Financial Services, Accounting, Auditing , Charlotte, North Carolina
