Senior Tax Manager

Brewer Morris; Charlotte (NC); Remote; USD 130,000 - 170,000; Full time

Benefits offered by this job

Robust healthcare benefits

401(k) with company match

Firm-sponsored team-building events,旅行

Job summary

Brewer Morris is seeking a Senior Tax Manager for its High Net Worth practice. This role focuses on sophisticated HNW/UHNW clients, complex pass-through structures, and family-owned businesses, with leadership and potential ownership opportunities. Fully remote, TZ flexibility, strong healthcare and 401(k) package.

Qualifications

• 8+ years of progressive public accounting tax experience.
• Strong experience with HNW/UHNW individual tax compliance and planning.
• Significant exposure to pass-through entities (Partnerships and S-Corporations).
• Experience reviewing complex federal and multi-state tax returns.

Responsibilities

• Review and manage complex individual, trust, and pass-through entity tax returns.
• Advise HNW and UHNW clients on tax planning and compliance matters.
• Lead tax engagements and collaborate with preparers and reviewers across both individual and business returns.
• Mentor and develop tax staff and seniors.
• Build strong client relationships and serve as a trusted advisor.
• Identify planning opportunities and provide strategic tax guidance.
• Collaborate with firm leadership on client service initiatives and practice growth.
• Build long-term client relationships and business development opportunities.

Skills

HNW/UHNW tax experience

Pass-through tax

Leadership

Client relationship mgmt

Tax planning

Review complex returns

Education

CPA or EA preferred

Job description

Senior Tax Manager | High Net Worth (HNW) & Ultra High Net Worth (UHNW) Clients

Remote - Central or Eastern Time Zone Preferred

*** Opportunity to take over a BoB in coming years***

A highly respected public accounting and advisory firm is conducting a confidential search for a Senior Tax Manager to join its growing High Net Worth practice. This role offers the opportunity to work with sophisticated HNW/UHNW clients, complex pass-through entity structures, and family-owned businesses while providing a clear path toward expanded leadership and client ownership responsibilities.

The Opportunity

This position is ideal for a tax professional who thrives in a client-facing advisory environment and enjoys partnering with successful individuals, families, and privately held businesses.

The selected candidate will oversee the review and management of complex tax engagements, serve as a trusted advisor to clients, and mentor a team of tax professionals. The role offers significant visibility within the firm and the ability to help shape the future direction of your career.

What You'll Be Doing

• Review and manage complex individual, trust, and pass-through entity tax returns
• Advise HNW and UHNW clients on tax planning and compliance matters
• Lead tax engagements and collaborate with preparers and reviewers across both individual and business returns
• Mentor and develop tax staff and seniors
• Build strong client relationships and serve as a trusted advisor
• Identify planning opportunities and provide strategic tax guidance
• Collaborate with firm leadership on client service initiatives and practice growth
• Build long-term client relationships and business development opportunities

Ideal Background

• 8+ years of progressive public accounting tax experience
• Strong experience with HNW/UHNW individual tax compliance and planning
• Significant exposure to pass-through entities (Partnerships and S-Corporations)
• Experience reviewing complex federal and multi-state tax returns
• CPA or EA preferred
• Strong client communication and relationship management skills
• Leadership experience managing and developing staff
• Fully remote position
• Candidates must reside in the Central or Eastern Time Zones
• Candidates located in New York and California are not being considered at this time
• Local employees typically gather in person once per week, including complimentary team lunches
• Firm-sponsored team-building events held twice annually, with travel provided for remote employees
• Competitive compensation package
• Robust healthcare benefits
• 401(k) with company match
• Professional development and advancement opportunities
• Supportive, collaborative culture focused on long-term succes