Tax Manager

W3Global; Charlotte (NC); Hybrid; USD 171,000 - 209,000; Full time

Benefits offered by this job

Medical insurance

Dental and vision insurance

401(k) with employer match

Unlimited PTO

Disability insurance

Job summary

W3Global in Charlotte, NC is seeking a Tax Manager or Senior Tax Manager to lead engagements for high-net-worth individuals, families, and closely held businesses. Flexible work environment with remote and hybrid options and significant client interaction.

You will oversee complex returns, planning, research, and mentoring, while delivering high-quality tax planning and compliance. CPA or EA required, 5-7+ years public accounting tax experience, strong communication and leadership skills.

Qualifications

• Active CPA license or Enrolled Agent designation.
• 5–7+ years of public accounting tax experience, with Senior Manager level exposure.
• Strong technical tax expertise and ability to mentor staff.

Responsibilities

• Manage and review complex tax returns for individuals, partnerships, trusts, estates, and S corporations.
• Lead tax engagements from planning through completion with timely delivery.
• Provide tax planning, research, and consulting for high-net-worth clients and closely held businesses.
• Advise on estate planning, charitable giving, and tax-efficient structures.
• Develop client relationships and supervise staff with technical guidance.

Skills

CPA/EA designation

Tax planning

Client relationship mgmt

Mentoring staff

Tax research

Communication skills

Education

CPA lic./EA designation

Job description

Tax Manager / Senior Tax Manager

Flexible Work Environment | High-Net-Worth & Closely Held Business Tax

Position Overview

A growing public accounting firm is seeking a Tax Manager or Tax Senior Manager to lead tax engagements and advise high-net-worth individuals, families, and closely held businesses.

This role offers a flexible work environment, significant client interaction, and the opportunity to work across complex individual, partnership, trust, and business tax matters.

The ideal candidate has strong technical tax expertise, experience managing client relationships, and the ability to mentor staff while delivering high-quality tax planning and compliance services.

Key Responsibilities

• Manage and review complex tax returns for individuals, partnerships, S corporations, trusts, estates, and related entities.
• Lead tax engagements from planning through completion, ensuring accuracy, quality, and timely delivery.
• Provide tax planning, research, and consulting services to high-net-worth individuals, families, and business owners.
• Advise clients on estate planning, charitable giving, investment entities, and tax-efficient business structures.
• Manage and develop client relationships, serving as a trusted advisor on ongoing tax matters.
• Supervise, mentor, and support staff, providing technical guidance and review feedback.
• Identify tax planning opportunities and communicate recommendations clearly to clients.
• Maintain compliance with applicable tax laws and regulations while staying current on relevant tax developments.

Qualifications

• Active CPA license or Enrolled Agent (EA) designation.
• Approximately 5-7+ years of public accounting tax experience, with additional experience appropriate for the Senior Manager level.
• Strong experience with individual, pass-through entity, and complex tax compliance and planning.
• Demonstrated ability to manage multiple engagements, review returns, and maintain client relationships.
• Experience supervising, mentoring, or developing tax professionals.
• Strong technical research, analytical, organizational, and communication skills.

Preferred Experience

Experience serving clients in one or more of the following areas is highly desirable:

• High-net-worth individuals and families
• Closely held and family-owned businesses
• Investment entities
• Real estate
• Estate and trust planning
• Charitable organizations and philanthropic planning
• Partnerships and other pass-through entities
• S corporations and shareholder tax matters

Candidates from Big Four or other large public accounting firms are welcome, particularly those with experience in individual, pass-through, private client, or closely held business taxation.

Compensation & Benefits

Tax Manager compensation:

• Base salary: up to 190k (DOE) For Senior Managers
• Discretionary bonus

Senior Manager compensation will be based on experience and qualifications.

Benefits Include

• Medical insurance, with an employer contribution of approximately $700 per month toward premiums
• Dental and vision insurance
• 401(k) with employer match
• Disability insurance
• Unlimited PTO

Work Environment & Schedule

• Highly flexible work arrangements, with remote and hybrid flexibility.
• In-office presence typically 3-4 days per week, with flexibility depending on the individual and business needs.
• Manager-level annual billable-hour target of approximately 1,200 hours over 12 months.
• An emphasis on flexibility, client service, and sustainable workload management.

If you are a public accounting tax professional with strong technical skills and experience advising high-net-worth individuals, families, and closely held businesses, this opportunity offers competitive compensation, meaningful client relationships, and a flexible work environment.