Tax Associate

Job Title: Tax AssociateLocation: Charlotte, NC (In-Office)Job Type: Full-Time, Year-RoundCompensation: Commensurate with experienceAbout Us: Elevated Financial & Tax is a full-service tax and accounting firm based in Charlotte, NC, providing individual and business tax preparation, tax planning, and financial services to a growing client base. We pride ourselves on accuracy, responsiveness, and building long-term relationships with the clients we serve.Position Overview: We are seeking a detail-oriented Tax Preparer to join our tax preparation team on a full-time, year-round basis. This role will handle a mix of individual and small business tax returns, support ongoing client correspondence with the IRS and state agencies, and contribute to the overall accuracy and timeliness of our tax preparation process.Responsibilities:Prepare individual (Form 1040) and small business (Schedule C, 1065, 1120-S) tax returnsPrepare other tax filing forms and special projects as assignedReview client-provided financial documents and source data for accuracy and completenessResearch and resolve tax issues, including correspondence with tax authoritiesCommunicate directly with clients to gather information and answer tax-related questionsMaintain organized, up-to-date client files and documentationCommit to continuous professional development through ongoing education and trainingQualifications:Bachelor’s Degree in Accounting or related fieldMinimum of 1 year of professional tax preparation experience required; 2–3 years strongly preferredCPA or EA credentials are a plus! If not yet licensed, a drive to complete the educational requirements and achieve your CPA is highly valuedProficient in accounting, tax, and practice management software. Experience with TaxDome, Drake, QBO, and/or Digits is a plus (training on our specific tech stack will be provided).Highly organized with strong attention to detail, proficiency in Microsoft Office (Word, Excel, Outlook), and the ability to comfortably manage multiple client files simultaneouslyExcellent written and verbal communication skills, both for client-facing and internal teamwork. Benefits:Five weeks of paid time off (PTO) annuallyTen paid holidays per yearOptional health, dental, and vision insuranceDisability insuranceCompany 401(k) with up to 4% employer match, eligible after six months of employment