Tax Compliance Specialist

6 days ago


Charlotte, North Carolina, United States HR Talent Partners Full time
About the Opportunity
HR Talent Partners is seeking a highly skilled Tax Compliance Specialist to join our team. This role requires a strong technical background, leadership capabilities, and exceptional client management skills.

We are looking for an individual with expertise in trust and estate tax compliance, planning, and consulting. The successful candidate will play a key role in supporting our high-net-worth clients.

Key Responsibilities:
  • Prepare and review complex trust, estate, and gift tax returns (Forms 1041, 706, and 709), ensuring accuracy and compliance with current regulations.
  • Collaborate with clients to develop and implement strategic tax planning solutions for trusts, estates, and high-net-worth individuals.
  • Build and maintain strong relationships with clients, providing proactive guidance on tax strategies, compliance matters, and legislative changes.
  • Stay current on federal, state, and local tax laws, performing in-depth research on complex tax issues and presenting findings in clear, actionable ways.
  • Supervise, mentor, and develop junior team members, providing guidance and support to enhance their technical and professional skills.

Qualifications:
Education: Bachelor's degree in Accounting, Finance, or a related field (Master's in Taxation or related discipline preferred).
Certification: CPA license is required.
Experience: Minimum of 2 years of experience in tax, with a focus on trusts and estates. Experience in public accounting, wealth management, or a specialized tax advisory firm is highly preferred.
Salary Range:$80,000 - $110,000 per year, depending on qualifications and experience.

This is a unique opportunity to work with a leading recruitment agency, utilizing your skills and knowledge to make a real impact. If you are a motivated and detail-oriented individual with a passion for tax compliance, we encourage you to apply.

  • Charlotte, North Carolina, United States Connexzia Full time

    About the RoleAt Connexzia, we are seeking a talented Tax Compliance Specialist to join our team. In this role, you will be responsible for ensuring the accuracy and timeliness of tax filings for our clients. You will work closely with our senior tax professionals to develop and implement tax strategies that minimize liabilities and optimize tax benefits.Key...


  • Charlotte, North Carolina, United States Compass Corporate Full time

    Are you a seasoned accounting professional looking for a challenging role with a leading company? Compass Corporate has an exciting opportunity for a Sr. Accountant to join its Indirect Tax team in Charlotte, USA.About the RoleThis role involves working with a dynamic team to manage property tax and unclaimed property reporting, including data analysis,...


  • Charlotte, North Carolina, United States Tax Management Associates Full time

    About Our CompanyTax Management Associates is a national property tax consulting and audit firm that works exclusively with state and local government clients. We offer a comprehensive benefits package, intensive training, and career opportunities in a dynamic work environment.Job DescriptionAs a Business Tax Consultant, you will perform audits and reconcile...


  • Charlotte, North Carolina, United States Tax Management Associates Full time

    About the JobWe are looking for a highly skilled Auditor to join our team. In this role, you will perform audits of various businesses in that area for numerous jurisdictions across the United States. This position involves local and statewide travel, including occasional overnight stays. You will interact frequently with taxpayers in person, via email, and...


  • Charlotte, North Carolina, United States eTeam Full time

    About eTeameTeam is a leading provider of financial services, dedicated to delivering exceptional customer experiences and expert advice.Compensation PackageThe estimated salary for this role is $80,000 - $120,000 per year, depending on experience.Job DescriptionWe are seeking an experienced Tax Planning Specialist to join our team. In this role, you will...

  • Compliance Specialist

    4 weeks ago


    Charlotte, North Carolina, United States The GEO Group Full time

    About the RoleWe are seeking a highly skilled Compliance Specialist to join our team at The GEO Group, Inc.Job SummaryThis role is responsible for providing compliance oversight and management of our Day Reporting Centers and In-Custody operations in Reentry Services and BI's ISAP facilities divisions.Key ResponsibilitiesConduct on-site contract compliance...

  • Tax Specialist

    6 days ago


    Charlotte, North Carolina, United States Elite Sourcing LLC Full time

    Job OverviewWe are seeking an experienced Tax Associate to join a small, dynamic boutique firm in the Charlotte area.This hybrid role offers the opportunity to work remotely part of the week while collaborating in-office 3 days per week. Our ideal candidate will be responsible for preparing individual, corporate, and partnership tax returns, as well as...


  • Charlotte, North Carolina, United States True Find Staffing Full time

    Job DescriptionWe are seeking an experienced Tax Manager to join our team at True Find Staffing. The ideal candidate will have a proven track record of delivering tailored tax solutions to clients and managing high-performing teams.Key Responsibilities:Client Relationship Management: Build and maintain strong client relationships by understanding their needs...


  • Charlotte, North Carolina, United States QIMA Full time

    Job OverviewWe are seeking a highly skilled Supply Chain Compliance Specialist to join our team at QIMA. As a key member of our auditing team, you will be responsible for conducting site audits to ensure compliance with international standards and client requirements.


  • Charlotte, North Carolina, United States Collabera Full time

    Job OverviewWe are seeking a skilled Regulatory Reporting Compliance Specialist to join our team at Collabera.As a key member of our organization, you will play a critical role in executing governance processes for non-financial regulatory reporting and supporting regulatory reporting specialists and report owners in the lines of business.This is a 06 months...


  • Charlotte, North Carolina, United States Jackson Hewitt - 3575 Full time

    About the RoleAs a Tax Preparation Specialist at Jackson Hewitt, you will have the opportunity to work within one of our kiosk locations in Walmart. This role involves assisting clients with tax preparation and answering questions from walk-ins, while also engaging with Walmart customers and employees.Key ResponsibilitiesProvide exceptional customer service...


  • Charlotte, North Carolina, United States MD Andersen CPA PA Full time

    Job OverviewWe are a non-traditional CPA firm based in South Charlotte, seeking an experienced Tax Preparer to join our team.About the Role:Prepare individual, corporate, and partnership tax returns with precision and efficiency.Conduct tax planning and research to ensure compliance with federal and state regulations.Maintain accurate records and provide...


  • Charlotte, North Carolina, United States Collabera Full time

    At Collabera, we are seeking a highly skilled Tax Specialist to join our team. As a key member of our financial services department, you will play a critical role in ensuring compliance with tax laws and regulations.About the RoleThis is an exciting opportunity for a detail-oriented professional who can analyze complex financial data, identify tax deductions...


  • Charlotte, North Carolina, United States BIPello Full time

    BIP.Monticello Consulting is a leading provider of management consulting services to the financial services industry. With a strong focus on developing talent and building a world-class consulting toolkit, we are seeking a detail-oriented and motivated individual to join our team as a Senior Broker Compliance Specialist.We operate in a challenging...

  • Tax Professional

    4 weeks ago


    Charlotte, North Carolina, United States Elite Sourcing LLC Full time

    Job OverviewWe are working with a leading public accounting firm to find an experienced Tax Senior who will provide tax compliance and advisory services to clients.About the RoleThis Tax Senior role involves preparing and reviewing various tax returns, researching tax laws and regulations, and collaborating with clients and team members to ensure compliance...


  • Charlotte, North Carolina, United States Ecton Law Firm, PA Full time

    Job OverviewSalary: $45,000 - $60,000 per year.Ecton Law Firm, PA is a small, unique law office providing tax problem resolution services in North and South Carolina. We are searching for an energetic and self-motivated individual to join our team as a Tax Resolution Support Specialist. This role requires excellent communication and organizational skills,...

  • Senior Tax Advisor

    2 weeks ago


    Charlotte, North Carolina, United States Connexzia Full time

    Job SummaryWe are seeking a highly skilled and experienced Tax Planning Specialist to join our team at Connexzia. As a key member of our tax department, you will be responsible for providing expert advice on tax planning strategies to minimize liabilities and optimize tax benefits for clients.The ideal candidate will have a strong foundation in tax law,...


  • Charlotte, North Carolina, United States Apex Systems Full time

    About the RoleWe are seeking a skilled Data Compliance Specialist to join our team at Apex Systems, focused on HR analytics and compliance. As an EEO Compliance Data Specialist, you will play a pivotal role in ensuring our organization meets critical regulatory requirements with precision and impact.Responsibilities:You will assist in preparing essential...


  • Charlotte, North Carolina, United States Apex Systems Full time

    Job DescriptionApex Systems is seeking a highly motivated and experienced Environmental Compliance Specialist to join our team in Charlotte, NC.About the Job:We are looking for an individual with strong knowledge of sanitation requirements, equipment, and procedures in a manufacturing environment. The ideal candidate will have 1 year of related experience in...

  • Tax Preparer

    7 days ago


    Charlotte, North Carolina, United States Imperial Solution Full time

    Job OverviewWe are seeking a skilled Tax Professional to join our team at Imperial Solution. As a key member of our staff, you will be responsible for preparing and reviewing tax returns for individuals, small businesses, and corporations.About the RoleThis role requires staying up-to-date with current tax regulations, ensuring compliance, and identifying...