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General information

Name
Associate, Tax
Posting Title
Associate, Tax
Ref #
2235941
Date Published
Tuesday, October 14, 2025
City
Charleston
State
South Carolina
Country
United States
Job Category
Tax
Advertised Location
US-SC-Charleston
Working time
Full Time

Description & Requirements

The Tax team is dedicated to helping clients navigate a complex tax landscape with clarity and confidence. Our team delivers practical, forward-thinking guidance tailored to each client’s goals, offering reliable support through change, growth, and opportunity. 

What You Will Do: 
  • Provide tax compliance and advisory services to individuals (Forms 1040, 1040-NR), partnerships (Form 1065), and corporations (Forms 1120, 1120-S) across a variety of industries
  • Deliver exceptional client service that exceeds expectations through timely, unmatched support while cultivating strong relationships as a trusted advisor and partner in their success
  • Collaborate proactively with key client management to identify issues and recommend practical solutions. 
  • Take ownership of assigned tasks by organizing workflows, monitoring progress, and ensuring timely completion within budget and scope to consistently deliver high-quality outcomes 
  • Utilize technology tools effectively and demonstrate a commitment to process improvement through innovation 
  • Complete Continuing Professional Education (CPE) requirements to maintain technical proficiency and industry knowledge 

Minimum Qualifications: 
  • Bachelor's Degree in Accounting, Taxation or related field 
  • Must be eligible to sit for the CPA exam, meeting the educational requirements as defined by the applicable state board of accountancy. 
  • Proficiency in Microsoft Office Suite 
  • Ability to work a hybrid schedule, typically averaging three days per week in the assigned office
  • Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays. 

Preferred Qualifications: 
  • Master’s Degree in related field 
  • 1+ years of relevant tax experience 
  • Current and valid CPA (Certified Public Accountant) license
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