Senior Tax Manager, HNW & Wealth Planning (Hybrid)

Frazier & Deeter; Charlotte (NC); Hybrid; USD 150,000 - 220,000; Full time

Job summary

Frazier & Deeter is seeking a dedicated HNW Tax Senior Manager in Charlotte to lead and review complex high net worth engagements, advising clients on sophisticated tax planning and compliance. You will guide teams, manage planning, and contribute to growth of the high net worth practice.

The role emphasizes minimizing tax liability for clients while staying compliant with evolving laws, including estate, gift, and trust tax considerations.

Qualifications

• Strong technical expertise in high net-worth tax planning and compliance.
• Excellent ability to interpret complex tax laws and regulations.
• Proactive in advising clients on sophisticated tax and wealth planning matters.

Responsibilities

• Manage and review complex tax returns for high net worth individuals, closely held businesses and trusts.
• Lead engagements from planning through delivery, including budgeting and fees.
• Develop and maintain strong client relationships with exceptional service.

Job description

Frazier & Deeter is seeking a dedicated HNW Tax Senior Manager in Charlotte to lead and review complex high net worth engagements, advising clients on sophisticated tax planning and compliance. You will guide teams, manage planning, and contribute to growth of the high net worth practice.

The role emphasizes minimizing tax liability for clients while staying compliant with evolving laws, including estate, gift, and trust tax considerations.