Senior Tax Advisor — High-Net-Worth Planning (Hybrid)

Employee Relations Associates, Inc.; Charlotte (NC); Hybrid; USD 110,000 - 160,000; Full time

Benefits offered by this job

Medical benefits

Dental

Vision

Life insurance

Short-term disability

401(k) and holiday pay

Job summary

Employee Relations Associates, Inc. in Charlotte, NC (Hybrid) seeks a Tax Advisor to manage a client portfolio and deliver high‑quality tax preparation, planning, and advisory services for complex, high‑net‑worth individuals.

The role partners with Wealth Enhancement teams to provide proactive tax guidance within broader financial plans. The position requires CPA/EA/JD credentials, strong client communication, and leadership in a collaborative tax practice.

Qualifications

• Bachelor's degree in accounting, taxation, finance, business, or related field required.
• CPA, Enrolled Agent, or JD required.
• Minimum of 7 years of progressive tax compliance, planning, and advisory experience.

Responsibilities

• Independently manage an assigned portfolio of clients and serve as the primary tax contact.
• Prepare, review, and sign federal, state, and local income tax returns for complex and high-net-worth scenarios.
• Provide year-round tax planning and proactive guidance on equity compensation, trusts, multi-state taxation, retirement planning, and charitable giving.
• Lead client meetings, communicate engagement status, and collaborate with Wealth Enhancement teams.

Skills

Client service

Tax planning

Communication

Team collaboration

Analytical thinking

Leadership

Education

Bachelor's degree in accounting, taxation, finance, business, or related field

CPA, Enrolled Agent, or JD

Tools

CCH Axcess

Bloomberg Tax Planner (BNA)

Tax research platforms

Job description

Employee Relations Associates, Inc. in Charlotte, NC (Hybrid) seeks a Tax Advisor to manage a client portfolio and deliver high‑quality tax preparation, planning, and advisory services for complex, high‑net‑worth individuals.

The role partners with Wealth Enhancement teams to provide proactive tax guidance within broader financial plans. The position requires CPA/EA/JD credentials, strong client communication, and leadership in a collaborative tax practice.