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Tax Manager - Financial Services
Tax Manager - Financial ServicesNorthPoint Search Group • Charlotte, NC, US
Tax Manager - Financial Services

Tax Manager - Financial Services

NorthPoint Search Group • Charlotte, NC, US
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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.

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