Private Wealth Services Tax Manager (Tax)

TL;DR

Private Wealth Services Tax Manager (Tax): Conducting primary and secondary reviews of complex tax returns and providing income, estate, and gift tax planning strategies for high net worth and family business clients with an accent on tax savings opportunities and compliance. Focus on managing client service teams, implementing tax strategies for entities with $25M+ net worth, and ensuring accuracy and quality in high-value solutions.

Location: Hybrid (in-person attendance at least three days per week). Must be based in one of the following locations: Charlotte, NC; Atlanta, GA; Raleigh, NC; Columbia, SC; Fort Lauderdale, FL; Orlando, FL; or Tampa, FL.

Salary: $138,000 – $172,500

Company

A global professional services firm providing tax, audit, and advisory services through a multinational, multidisciplinary platform.

What you will do

• Provide tax planning and consulting for high net worth clients regarding estate, wills, trusts, and individual income taxes.
• Manage multiple client service teams, planning and executing tax projects across various industries.
• Mentor, train, and develop staff, providing performance assessments and year-end reviews.
• Research federal estate, gift, charitable planning, and generation-skipping tax matters.
• Manage client expectations and maintain active communication to ensure deadlines are met.
• Support business development, proposal development, and other pursuit activities.

Requirements

• Bachelor's degree in Accounting.
• CPA, Bar license, or Enrolled Agent designation (with Masters Degree) required.
• 6-10 years of progressive tax compliance or consulting experience in Family Wealth Planning.
• Proven track record of implementing tax strategies for family units with $25 million+ net worth.
• Must be based in or be able to work from one of the specified US locations to comply with the hybrid work model.
• Exceptional client service and communication skills.

Culture & Benefits

• Hybrid work model offering flexibility in weekly schedules and time off.
• Comprehensive benefits tailored to individual needs and well-being.
• Medical, dental, and vision insurance programs.
• Discretionary annual performance-based bonus.
• Eligibility for 401(k) savings and retirement plans.