Tax Associate jobs in United States
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Lesemann CPAs · 14 hours ago

Tax Associate

Lesemann CPAs is a boutique CPA and advisory firm based in the Lake Norman area outside Charlotte. They are seeking a Tax Associate to assist with tax compliance and advisory services, focusing on preparing tax returns and communicating with clients.

Accounting

Responsibilities

Prepare individual and business tax returns accurately and efficiently
Analyze and interpret client-provided information for proper tax reporting
Communicate directly with clients to answer questions and provide guidance
Maintain organized, cloud-based client files and documentation
Deliver responsive, professional client service
Join the team in our office (Lake Norman, NC) for occasional meetings

Qualification

Tax preparationAccounting experienceCPA certificationCloud-based environmentCommunication skills

Required

Bachelor's degree in Accounting or a related field
Minimum of 3 years of small business accounting experience
Minimum of 3 years of individual tax preparation experience
Strong written and verbal communication skills
Comfortable working in a cloud-based, paper-light environment

Preferred

CPA preferred, but not required
Experience with partnerships, corporations, and closely held entities is a plus
Military Spouse & Veteran Friendly

Benefits

Competitive compensation
Flexible hours and hybrid work environment
Opportunities for professional development, expanded responsibility, and long-term career growth
A firm culture that values competence, autonomy, and balance

Company

Lesemann CPAs

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We are a CPA firm that focuses on you, the client.

Funding

Current Stage
Early Stage
Company data provided by crunchbase