Senior Tax Manager

StevenDouglas; Charlotte (NC); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

100% paid health insurance

50% paid dependent coverage

Safe harbor matching that vests

100% paid parental leave

Job summary

StevenDouglas is seeking a Senior Tax Manager for its Wealth Management practice. The role focuses on leading the preparation and review of complex tax returns for high-net-worth clients and collaborating with financial advisors to integrate tax planning into wealth strategies.

The position offers a hybrid work arrangement with required onsite presence during peak tax season, and opportunity to advise on tax-saving opportunities and planning for sophisticated client needs.

Qualifications

• Bachelor's degree or equivalent experience in Accounting or Finance.

Responsibilities

• Lead preparation and review of complex tax returns (individual, fiduciary, partnership, corporate).
• Perform final review and signing of returns.
• Collaborate with financial advisors to integrate tax planning into wealth management strategies.
• Provide guidance on complex tax issues for high-net-worth clients.
• Analyze investment-related tax implications and coordinate with the investment team.

Skills

Tax return review

High-net-worth advisory

Wealth management integration

Tax planning

Client advisory

Leadership/mentoring

Education

Bachelor's degree in Accounting or Finance

Job description

Reputable and fast-growing Wealth Management services firm is seeking a Senior Tax Manager within their growing tax practice. They have an extensive book of business serving 5500+ households so this individual will not be required to generate new business. There is also internal opportunity to continue to add value thru tax consulting. The preferred work location is Asheville but they will also consider someone in Charlotte NC or Atlanta GA who can periodically be in Asheville with the team.

• 100% paid healthcare coverage for employee
• 50% paid for dependents
• Safe harbor match that vests immediately
• 100% paid maternity/paternity leave

This role offers a hybrid work arrangement throughout the year; however, full-time onsite attendance is required during the tax season.

The Senior Tax Manager will partner with financial advisors and the Director of Tax Services to identify tax-saving opportunities, support wealth planning strategies, and ensure accurate and timely tax reporting. Provides guidance on complex tax issues while helping clients navigate changing tax regulations and minimize tax liabilities.

What Makes YOU Successful:

• Lead the preparation and review of complex individual, fiduciary, partnership and corporate tax returns, with a focus on insights and advisory in addition to compliance.
• Responsible for performing the final review and signing of tax returns.
• Collaborate with financial advisors to integrate tax planning into comprehensive wealth management strategies for clients including evaluating the tax implications of investment decisions, estate planning, charitable giving, and retirement strategies.
• Serve as a trusted tax advisor to high-net-worth individuals and families.
• Analyze realized/unrealized gains, income distributions, and tax-loss harvesting opportunities in coordination with the investment team.
• Review and facilitate tax projections for clients and advisors.

What YOU Contribute:

• Bachelor's degree or equivalent experience in Accounting or Finance
• 15+ years' of experience of professional tax experience, preferably with partnerships, individual and/or fiduciary returns