Job Type
Full-Time Regular
Location
Charlotte NC
Years Experience
5 — 0
Salary
$125,000.00 — $150,000.00

Carolina PRG is seeking an experienced and detail-oriented Tax Professional to join a in-house tax team. In this role, you will focus on the preparation, analysis, and filing of complex tax returns for high-net-worth individuals, pass-through entities, and related business interests. This position reports directly to the Head of Tax and offers a unique opportunity to work closely with senior partners and investment stakeholders on strategic tax planning, compliance, and automation initiatives.

*** Based in or willing to relocate to Charlotte, NC preferred; open to remote candidates located on the East Coast.

Responsibilities:

  • Partner directly with executives to provide tailored tax planning, consulting, and compliance support.
  • Prepare and review federal, state, local, and international tax filings for high-net-worth individuals and pass-through entities.
  • Manage tax data including K-1s, 1099s, and other supporting documentation.
  • Conduct tax research and propose strategies aligned with current tax developments and long-term financial goals.
  • Collaborate with external investment partners to understand and analyze the tax impact of current and prospective investments.
  • Support corporate tax compliance and reporting efforts
  • Help build and refine automation strategies to streamline documentation flow and reduce manual input.
  • Partner with the Head of Tax on special strategic projects (M&A advisory, Tax Modeling, Integrations)

Qualifications:

  • Bachelor’s degree in accounting required
  • 5+ years of experience in tax with experience working on high-net-worth individual tax compliance and planning.
  • Strong knowledge of pass-through entity taxation (partnerships, S corps).
  • Experience with international tax issues is a plus.
  • Working knowledge of automation tools like Alteryx, Automation Anywhere, or other RPA platforms is a plus.
  • CPA strongly preferred.
  • Strong communication, organization, and analytical skills; comfortable working in a fast-paced environment with multiple priorities.