Tax Manager

Insite US; Charlotte (NC); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Hybrid flexibility

Job summary

Insite US is seeking an experienced HNW Tax Manager to join our private client practice in Charlotte. You will manage high-net-worth individuals and family groups, review complex returns, and lead advanced planning engagements.

This relationship-driven role demands a strong background in trusts, estates and partnerships, plus excellent technical and client relationship skills. You will mentor seniors and staff, work with Partners on strategy, and collaborate with attorneys and wealth advisors.

Qualifications

• 5+ years of public accounting tax experience.
• Strong HNW/private client background.
• CPA required or strongly preferred.
• Experience with trusts, estates and partnerships preferred.
• Excellent technical and client relationship skills.
• Proven leadership and review experience.

Responsibilities

• Manage a portfolio of high-net-worth individuals and family groups
• Review complex individual, trust and partnership returns
• Lead sophisticated tax planning engagements
• Advise clients on estate, gifting and wealth-transfer considerations
• Work with closely held businesses and their owners
• Build relationships with attorneys, wealth advisors and other professionals
• Manage and develop Seniors and Staff
• Research complex tax matters and deliver practical solutions
• Work with Partners on client strategy and practice development

Skills

Leadership

Client relationship management

Tax planning & compliance

Research & problem solving

Education

CPA certification

Job description

Your clients have complicated lives. Their tax advisor should be exceptional.

We're looking for an experienced HNW Tax Manager to join a growing private client practice working with high-net-worth individuals, families, trusts and closely held businesses.

This is a relationship-driven role for a tax professional who wants to become a trusted advisor, not simply the person reviewing returns.

Your Role

• Manage a portfolio of high-net-worth individuals and family groups
• Review complex individual, trust and partnership returns
• Lead sophisticated tax planning engagements
• Advise clients on estate, gifting and wealth-transfer considerations
• Work with closely held businesses and their owners
• Build relationships with attorneys, wealth advisors and other professionals
• Manage and develop Seniors and Staff
• Research complex tax matters and deliver practical solutions
• Work with Partners on client strategy and practice development

Your Experience

• 5+ years of public accounting tax experience
• Strong HNW/private client background
• CPA required or strongly preferred
• Experience with trusts, estates and partnerships preferred
• Excellent technical and client relationship skills
• Proven leadership and review experience

What's On Offer:

• Hybrid flexibility