Senior Private Client Tax Manager (HNW & Estates)

77 consultants; Charlotte (NC); On-site; USD 80,000 - 120,000; Full time

Job summary

77 consultants is seeking an experienced tax professional in Charlotte, North Carolina to lead client engagements and provide advisory services. You will be responsible for managing tax returns for high-net-worth individuals and trusts, advising on estate planning, and developing comprehensive wealth management strategies. Ideal candidates should have a CPA designation, a degree in Accounting, and over 5 years of public accounting experience. This role offers growth opportunities into senior leadership positions within the firm.

Qualifications

• 5+ years of experience in public accounting specializing in high-net-worth tax.
• Familiarity with high-net-worth individuals, trusts, and closely held entities.
• Experience in reviewing complex tax returns.

Responsibilities

• Oversee and scrutinize intricate tax returns for high-net-worth individuals.
• Advise on estate and gift tax planning and structuring trusts.
• Guide clients through significant transactions ensuring tax considerations are managed.

Skills

Strong background in tax planning and advisory services

In-depth understanding of estate, gift, and trust taxation regulations

Expertise in IRC Sections 671–679 (Grantor Trust rules)

Education

Bachelor's or Master's degree in Accounting

US CPA designation

Tools

Tax software (CCH Axess or similar)

Job description

77 consultants is seeking an experienced tax professional in Charlotte, North Carolina to lead client engagements and provide advisory services. You will be responsible for managing tax returns for high-net-worth individuals and trusts, advising on estate planning, and developing comprehensive wealth management strategies. Ideal candidates should have a CPA designation, a degree in Accounting, and over 5 years of public accounting experience. This role offers growth opportunities into senior leadership positions within the firm.