Private Wealth Services Tax Experienced Manager

Location: Hybrid role based in Charlotte, Atlanta, Columbia, Raleigh, Orlando, Tampa, or Fort Lauderdale, United States. In-person attendance is required 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 is a professional services organization providing tax, advisory, audit, and assurance services through its U.S. entities and international network.

What you will do

• Review complex individual, estate, gift, trust, and family wealth tax returns.
• Provide tax planning and consulting for high-net-worth individuals, closely held businesses, and family businesses.
• Manage multiple client service teams and tax engagements from planning through completion.
• Research federal estate, gift, charitable planning, and generation-skipping tax matters and respond to IRS inquiries.
• Manage budgets, deadlines, client communications, proposals, and business development activities.
• Develop, train, mentor, and evaluate tax professionals.

Requirements

• Bachelor’s degree in Accounting.
• CPA certification, Bar membership, or an 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 field.
• Experience serving families with $25 million or more in net worth and implementing tax strategies.
• Strong analytical, tax accounting, technology, client service, communication, leadership, and business development 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 flex time off.
• Comprehensive benefits supporting employee well-being and different household needs.
• Work-life integration options and an inclusive workplace focused on diversity, equity, and inclusion.
• 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.