Tax Manager

Staff Financial Group; Charlotte (NC); On-site; USD 120,000 - 190,000; Full time

Job summary

A financial services firm in Charlotte, NC is seeking a Tax Manager to oversee tax preparation and planning for high-net-worth individuals and trusts. The role requires a CPA and at least 5 years of public accounting experience. Responsibilities include managing client engagements, building client relationships, and leading a tax team. This full-time position offers competitive compensation and the opportunity to grow within a collaborative office environment.

Qualifications

• 5+ years of recent public accounting experience managing multiple HNW tax engagements.
• CPA certification required.
• Proven ability to manage and grow client relationships.
• Strong multitasking, leadership, and project management skills.
• Excellent communication and networking abilities.
• Proven ability to manage and grow client relationships.
• Experience working with tax software and modern tax technology tools.

Responsibilities

• Oversee tax planning and compliance for high-net-worth individuals and related trusts.
• Build and maintain trusted advisor relationships with clients.
• Manage client engagements to ensure exceptional service delivery.
• Manage client engagements to ensure exceptional service delivery.
• Grow a strong professional network to support business development efforts.
• Hold yourself and your team accountable for business development goals.
• Recruit, mentor, and motivate team members.
• Foster collaboration and encourage team members to seek input and share ideas.
• Promote a culture of engagement, inclusion, and accountability aligned with firm values.
• Set and achieve stretch goals to increase your contribution to the organization.

Skills

Multitasking

Leadership

Project management

Communication

Networking

Networking

Multitasking

Education

Bachelor's degree in Accounting or Finance

Master's in Tax

CPA certification

Tools

Tax software

Modern tax technology tools

Job description

Tax Manager - Charlotte, NC

Who: An experienced tax professional with 5+ years of public accounting experience and a CPA.

What: Oversee and manage tax preparation and planning for high-net-worth individuals and trusts while leading, developing, and motivating a tax team.

When: Full-time opportunity available immediately.

Where: Charlotte, NC

Why: To deliver exceptional tax services, strengthen client relationships, and support the growth of a specialized HNW tax practice.

Office Environment: Collaborative, inclusive, and focused on team development and high-quality client service.

Salary: Competitive and commensurate with experience.

Position Overview

The Tax Manager in the High Net Worth practice oversees tax planning and compliance for individuals and trusts, while managing staff assignments, reviewing work, and ensuring accuracy and adherence to tax regulations. This role involves engagement management, team leadership, business development, and providing creative solutions to complex tax matters.

Key Responsibilities

• Provide tax planning and compliance services for high-net-worth individuals and related trusts.
• Build and maintain trusted advisor relationships with clients.
• Identify tax issues and recommend innovative solutions to complex matters.
• Manage client engagements to ensure exceptional service delivery.
• Grow a strong professional network to support business development efforts.
• Hold yourself and your team accountable for business development goals.
• Recruit, mentor, and motivate team members.
• Foster collaboration and encourage team members to seek input and share ideas.
• Promote a culture of engagement, inclusion, and accountability aligned with firm values.
• Set and achieve stretch goals to increase your contribution to the organization.

Qualifications

• Bachelor’s degree in Accounting or Finance; Master’s in Tax preferred.
• 5+ years of recent public accounting experience managing multiple HNW tax engagements.
• CPA certification required.
• Strong multitasking, leadership, and project management skills.
• Excellent communication and networking abilities.
• Proven ability to manage and grow client relationships.
• Experience working with tax software and modern tax technology tools.

If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.