10 ΡΠ°ΡΠΎΠ² Π½Π°Π·Π°Π΄
Senior Tax Manager - High Net Worth/FWS (Tax)
ΠΡΡΡ & Π‘ΠΎΠΏΡΠΎΠ²ΠΎΠ΄
ΠΠ»Ρ ΠΌΡΡΡΠ° Ρ ΡΡΠΎΠΉ Π²Π°ΠΊΠ°Π½ΡΠΈΠ΅ΠΉ Π½ΡΠΆΠ΅Π½ Plus
ΠΠΏΠΈΡΠ°Π½ΠΈΠ΅ Π²Π°ΠΊΠ°Π½ΡΠΈΠΈ
Π’Π΅ΠΊΡΡ:
TL;DR
Senior Tax Manager - High Net Worth/FWS (Tax): Providing tax, gift, and estate planning and compliance services for high-net-worth individuals, related partnerships, trusts, and estates with an accent on complex tax consulting, client engagement oversight, and team leadership. Focus on solving complex tax issues, managing compliance projects, developing trusted-advisor relationships, and growing referral networks.
Location: Charlotte, North Carolina, United States; hybrid work arrangement
Company
provides tax, assurance, and consulting services through a network of offices in growing U.S. cities.
What you will do
- Provide tax, gift, and estate planning and compliance services for high-net-worth individuals, related family partnerships, trusts, and estates.
- Oversee tax preparation, technical reviews, quarterly and year-end consulting, and client engagements.
- Identify complex tax issues and recommend creative solutions that support accurate and efficient results.
- Build trusted-advisor relationships with clients and develop referral networks to attract new business.
- Recruit, train, motivate, develop, and review team members while fostering collaboration and accountability.
- Set and achieve stretch goals that increase professional contribution and organizational value.
Requirements
- Bachelorβs degree in Accounting, Finance, or Law required; a Masterβs degree in Tax or an LLM in Tax is preferred.
- At least 7 years of recent public accounting firm experience working with individuals, partnerships, trusts, and estates.
- CPA certification required.
- Experience managing multiple projects and client engagements.
- Leadership, project management, team management, communication, networking, and client relationship skills.
- Experience with tax software and technology.
Culture & Benefits
- Flexible work schedules and hybrid workplace options.
- Generous paid time off and firm holidays, including the week between Christmas and New Yearβs.
- Paid maternity, adoption, parental, and caregiver leave once eligible.
- Health and wellness benefits, including wellness coaching and mental health counseling.
- Professional coaching and leadership and career development programs.
- Access to Beyond, a program offering personal and professional development experiences.
ΠΡΠ΄ΡΡΠ΅ ΠΎΡΡΠΎΡΠΎΠΆΠ½Ρ: Π΅ΡΠ»ΠΈ ΡΠ°Π±ΠΎΡΠΎΠ΄Π°ΡΠ΅Π»Ρ ΠΏΡΠΎΡΠΈΡ Π²ΠΎΠΉΡΠΈ Π² ΠΈΡ ΡΠΈΡΡΠ΅ΠΌΡ, ΠΈΡΠΏΠΎΠ»ΡΠ·ΡΡ iCloud/Google, ΠΏΡΠΈΡΠ»Π°ΡΡ ΠΊΠΎΠ΄/ΠΏΠ°ΡΠΎΠ»Ρ, Π·Π°ΠΏΡΡΡΠΈΡΡ ΠΊΠΎΠ΄/ΠΠ, Π½Π΅ Π΄Π΅Π»Π°ΠΉΡΠ΅ ΡΡΠΎΠ³ΠΎ - ΡΡΠΎ ΠΌΠΎΡΠ΅Π½Π½ΠΈΠΊΠΈ. ΠΠ±ΡΠ·Π°ΡΠ΅Π»ΡΠ½ΠΎ ΠΆΠΌΠΈΡΠ΅ "ΠΠΎΠΆΠ°Π»ΠΎΠ²Π°ΡΡΡΡ" ΠΈΠ»ΠΈ ΠΏΠΈΡΠΈΡΠ΅ Π² ΠΏΠΎΠ΄Π΄Π΅ΡΠΆΠΊΡ. ΠΠΎΠ΄ΡΠΎΠ±Π½Π΅Π΅ Π² Π³Π°ΠΉΠ΄Π΅ β
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