Tax Manager

NorthPoint Search Group; Charlotte (NC); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive salary

Collaborative office environment

Job summary

A specialized recruitment firm in Charlotte, NC is seeking a Tax Manager to oversee tax preparation and planning for high-net-worth individuals. This full-time role requires 5+ years of public accounting experience and a CPA certification. The Tax Manager will lead a team, manage client relationships, and implement innovative tax solutions. Excellent communication and project management skills are essential for this position, aiming to enhance client experiences and foster team development.

Qualifications

• 5+ years of recent public accounting experience managing multiple HNW tax engagements.
• CPA certification required.
• Proven ability to manage and grow client relationships.

Responsibilities

• Provide tax planning and compliance services for high-net-worth individuals and related trusts.
• Manage client engagements to ensure exceptional service delivery.
• Recruit, mentor, and motivate team members.
• Manage client engagements to ensure exceptional service delivery.
• Grow a strong professional network to support business development efforts.
• 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 contribution to the organization.

Skills

Leadership

Multitasking

Networking

Communication

Networking

Tax planning

Education

Bachelor’s degree in Accounting or Finance

Master’s in Tax preferred

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.