Tax Manager

Spectraforce; Charlotte (NC); On-site; USD 120,000 - 165,000; Full time

Job summary

Spectraforce seeks a Tax Manager to lead the High Net Worth/Family Wealth Services practice. You will oversee tax preparation, perform technical reviews, and consult on complex tax matters for wealthy individuals, partnerships and trusts.

Responsibilities include compliance, quarterly/year-end consulting, research, and engagement oversight. You’ll mentor the tax team and foster strong client relationships across involved offices.

Qualifications

• Public accounting experience handling individuals, partnerships, trusts and estates.
• Strong communication and networking abilities.
• Ability to manage multiple engagements and client relationships.
• Experience with tax software and related technology.

Responsibilities

• Oversee tax preparation and conduct technical reviews for high net worth clients.
• Consult on complex tax matters for individuals, partnerships and trusts.
• Ensure compliance with state and federal regulations and timely billing.
• Supervise, develop and motivate tax team members.

Skills

Communication skills

Networking

Customer relationships

Tax software proficiency

Education

Bachelor’s degree in Accounting/Finance/Law

Master’s degree in Tax / LLM in Tax

EA License or CPA certification

Tools

Tax software

Job description

Title: Tax Manager - High Net Worth/Family Wealth Services

Type: Permanent/Direct-Hire

Open to any of the below locations;

Charlotte, NC

Chattanooga, TN

Columbia, SC

Charleston, SC

Augusta, GA

About the Company

The client pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Also, provide Audit and assurance services.

Job Summary

We are looking for a Tax Manager to join our High Net Worth (aka Family Wealth Services) practice group. This candidate will oversee tax preparation and perform the technical review process, as well as consult on complex tax matters, for high-net-worth individuals, related family partnerships and trust tax returns. Other tasks include ensuring compliance with state and federal tax regulations, quarterly and year-end consulting, research and engagement oversight. The Tax Manager will delegate and manage tax assignments and perform administrative duties, as needed. The Tax Manager is responsible for supporting, supervising, motivating, and reviewing the work of the tax team.

Responsibilities

• Performing tax, gift and estate planning and compliance services for individuals, family limited partnerships and related trusts
• Continuously expanding individual, gift, trust and estate tax knowledge, as well as overall professional development
• Developing and sustaining excellent customer relationships
• Being anticipatory and consulting on various tax matters
• Actively communicating progress of engagements, problems, and resolutions to customers
• Monitoring economic performance of engagements, including billing and collections
• Developing and growing a business network with colleagues, referral relationships, potential customers, and external organizations to attract new business
• Recruiting, developing, and motivating team members
• Creating a highly collaborative environment in which team members reach out to others for input and ideas
• Promoting a culture of engagement, inclusion, and accountability for the organization’s core values and competencies for the teams that you lead.
• Setting and achieving stretch goals on a periodic basis that increases your value and contribution to the organization
• Other duties within the scope of the practice

Requirements

• Bachelor’s degree in Accounting, Finance or Law; Master’s degree in Tax/LLM in Tax, preferred
• 5+ years of recent public accounting firm experience working with individuals, partnerships, trusts and estates, including managing multiple projects and customer engagements
• EA License, or CPA certification required
• Excellent communication and networking acumen
• Ability to manage and grow strong customer relationships
• Experience with tax software and technology
• Ability to multitask along with demonstration of commitment to continuous learning