Job Description

Job Description

Job Description

Tax & Audit Manager

Are you passionate about making an impact in students’ lives and their communities through the education system?

Charter Success Partners is seeking a highly organized and motivated Tax & Audit Manager to join our team. This role is crucial to our mission of providing peace of mind and financial security for charter school boards and administrators. You'll play a key role in ensuring our charter school clients are financially compliant and can focus on their most important mission: academic excellence.

What You'll Do

• Manage Annual Audits: Act as the primary liaison between auditors and our Fractional CFO Directors for over 40 charter schools, tracking progress from start to completion.

• Oversee Tax & Compliance: Support finance managers in filing state and federal payroll tax returns, prepare and manage W-2 mailings, and file State and Federal Quarterly Returns.

• Financial Reconciliation: Review and reconcile financial accounts and balance sheets for accuracy.

• Client Support: Assist schools with state and federal tax notices, prepare and send sales tax refund forms, and manage EIN/State IDs.

• General Administration: Track and ensure DUNS/Sam.gov accounts are registered annually and support workers' compensation audit completions.

What We're Looking For

• A clear alignment with CSP's Core Values: We are experts who get it, we nurture relationships through presence, we create solutions through collaboration, and we deliver what we promise.

• Previous experience in finance management for charter schools or other non-profit organizations.

• Bachelor’s degree in business or finance.

• Proven experience in tax and auditing.

• Impeccable organizational skills and time management.

• The ability to complete tasks accurately and on time.

• Excellent professional communication skills with both team members and clients.

• Must be able to work in person in our Durham, NC office for 1-3 months for initial training (M-F, 9:00 am - 5:00 pm).

Compensation & Benefits

• Pay: $65,000 - $80,000 per year, depending on experience.

• Job Type: Full-time, Hybrid (after the initial training period).

• Schedule: M - F, 9:00 am - 5:00 pm.

• Benefits:

  • 401(k) with matching

  • Health, Dental, and Vision insurance

  • Health Savings Account (HSA) and Flexible Spending Account (FSA)

  • Paid time off

  • On-the-job training

We are an equal opportunity employer committed to the employment of females, minorities, persons with disabilities, veterans, and others.

Charter Success Partners' mission is to provide the best customer service to charter schools through market leading operational support processes and products. We seek to provide security and peace of mind for charter school boards and administrators through timely, accurate and responsive service. Our team is our defining quality; and our team is driven to help your students succeed by allowing you to focus more on academic excellence!

Company Description

Charter Success Partners' mission is to provide the best customer service to charter schools through market leading operational support processes and products. We seek to provide security and peace of mind for charter school boards and administrators through timely, accurate and responsive service. Our team is our defining quality; and our team is driven to help your students succeed by allowing you to focus more on academic excellence!

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