Remote Tax Manager - Wealth Management & Planning

Royal Search Group

Myrtle Beach (SC)

Remote

USD 120,000 - 160,000

Full time

3 days ago
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Job summary

Royal Search Group seeks a Tax Manager to join its wealth management platform. You will oversee complex engagements, provide proactive tax planning, and lead a small team of tax professionals serving high‑net‑worth individuals and closely held businesses.

This is a fully remote role with occasional travel for client meetings in the Myrtle Beach area; CPA license and 6+ years of public accounting tax experience are required, along with deep knowledge of individuals, corporations, trusts,

Qualifications

  • Active CPA license required.
  • 6+ years of recent public accounting tax experience.
  • Experience leading tax engagements and supervising staff.
  • Experience with individual, corporate, partnership, nonprofit, trust, and estate taxation.

Responsibilities

  • Review and prepare complex federal and state tax returns for individuals, partnerships, corporations, trusts, estates, and nonprofit organizations.
  • Lead a small team of tax professionals and mentor staff.
  • Develop proactive tax planning strategies for clients.
  • Research complex tax matters and monitor regulatory developments.
  • Communicate tax concepts clearly to clients.
  • Partner with advisors to integrate tax strategy into wealth planning.

Skills

Analytical skills
Project management
Communication
Leadership
Client advisory
Public accounting tax

Education

CPA license

Tools

UltraTax
QuickBooks

Job description

Royal Search Group seeks a Tax Manager to join its wealth management platform. You will oversee complex engagements, provide proactive tax planning, and lead a small team of tax professionals serving high‑net‑worth individuals and closely held businesses.

This is a fully remote role with occasional travel for client meetings in the Myrtle Beach area; CPA license and 6+ years of public accounting tax experience are required, along with deep knowledge of individuals, corporations, trusts,

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