Remote HNW Tax Manager: Strategic Planning & Advisory

Frazier & Deeter; Charlotte (NC); Remote; USD 120,000 - 150,000; Full time

Job summary

Frazier & Deeter is seeking a High Net Worth (HNW) Tax Manager in the United States to lead planning, management, and review of engagements for high net worth individuals and closely held entities. You will deliver proactive tax planning, wealth preservation strategies, and multi-jurisdictional advice.

You will also support business development, cultivate long-term client relationships, and serve as a primary contact for designated clients, offering a high-touch advisory experience.

Qualifications

• Bachelor’s or Master’s in Accounting required.
• Active CPA license required.
• 5+ years of progressive public accounting experience in HNW tax planning, compliance, and consulting.

Responsibilities

• Manage and review complex tax returns for high net worth individuals, closely held businesses and trusts.
• Understand client’s business needs, identify and analyze tax issues, and clearly articulate relevant tax issues, application of authority, and conclusions.
• Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery.
• Develop and maintain strong client relationships by providing exceptional service and understanding their business needs.
• Ensure timely and accurate filing of client tax returns, meeting all regulatory deadlines.
• Review work performed by team members, providing constructive feedback to ensure quality and accuracy.
• Strong analytical skills and attention to detail, including the ability to interpret complex tax laws and regulations.
• Extensive knowledge of federal, state, and local tax regulations.
• Strong project management and organizational skills, with the ability to manage multiple engagements and deadlines simultaneously.

Skills

Analytical skills

Project management

Tax planning

Client relationship management

Education

Bachelor’s degree in Accounting

Master’s degree in Accounting

CPA license

Tools

CCH Axcess

Microsoft Office

Job description

Frazier & Deeter is seeking a High Net Worth (HNW) Tax Manager in the United States to lead planning, management, and review of engagements for high net worth individuals and closely held entities. You will deliver proactive tax planning, wealth preservation strategies, and multi-jurisdictional advice.

You will also support business development, cultivate long-term client relationships, and serve as a primary contact for designated clients, offering a high-touch advisory experience.