Private Wealth Services Tax Experienced Manager

Location: Charlotte, Atlanta, Raleigh, Columbia, Fort Lauderdale, Orlando, or Tampa, United States; hybrid with in-person attendance at least three days per week at a hirify.global office or client site.

Salary: $138,000–$172,500 base salary per year.

Company

hirify.global provides audit, tax, advisory, and professional services through a multinational platform serving clients across more than 150 global markets.

What you will do

• Conduct primary and secondary reviews of complex tax returns for high-net-worth, closely held business, and family business clients.
• Provide tax planning and consulting for estate, wills and trusts taxation, individual income taxes, charitable planning, gift taxes, and generation-skipping taxes.
• Manage multiple client service teams and tax engagements, including planning, execution, budgeting, compliance, and proposal activities.
• Research tax matters, use tax-related software, prepare and process returns, and respond to the IRS and other tax authorities.
• Develop, train, mentor, and evaluate tax staff.
• Maintain client relationships, manage expectations and deadlines, and support business development activities.

Requirements

• Bachelor’s degree in Accounting.
• CPA, licensed Bar membership, or Enrolled Agent designation with a master’s degree.
• Eight to ten years of progressive tax compliance or consulting experience in family wealth planning or a related area.
• Experience serving family units with net worth of $25 million or more and implementing tax strategies.
• Strong analytical, technical, tax accounting, technology, client service, communication, leadership, business development, coaching, and mentoring skills.
• Ability to manage multiple engagements and competing priorities in a fast-paced environment.

Culture & Benefits

• Hybrid work model with flexibility in work location, schedule, and time off.
• Personalized benefits supporting employee well-being and work-life integration.
• Access to high-quality tools, resources, and professional development opportunities.
• Commitment to diversity, equity, inclusion, and equal employment opportunity.
• Potential eligibility for a discretionary annual bonus based on individual and firm performance.

Hiring process

• Selected applicants are contacted by a hirify.global team member to schedule an interview.