AccruePartners · 1 day ago
Private Tax Accountant - Financial Services Firm
Charlotte, NC
Full-time
Hybrid
Mid, Senior Level
4+ years expAccruePartners is a growing boutique tax and financial advisory firm with an established reputation in Charleston, SC and a new presence in Charlotte. They are seeking a Private Tax Accountant to serve as the primary tax professional for Charlotte-based clients, handling complex individual and business entity returns while providing proactive client support and networking to generate referrals.
CRMHuman ResourcesInformation TechnologySoftware
Responsibilities
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
Qualification
Required
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
Benefits
A guaranteed base salary with additional upside through sharing a percentage of client billings, plus bonus opportunities.
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.
Company
AccruePartners
AccruePartners is a staffing and recruiting company providing workforce management solutions.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
JoAnn Siragusa
CFO
Amy Noland Pack
Principal Partner and Co - Founder
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