Tax Manager - High Net Worth - Charlotte, NC

Corient; Charlotte (NC); Sur place; USD 140 000 - 210 000; Plein temps

Résumé du poste

Corient seeks a Tax Manager to lead comprehensive tax compliance and advisory services across individual, trust, estate, gift, foundation, and business entities. The role emphasizes strategic tax planning and estate planning aligned to client goals, with deep technical oil & gas tax expertise and responsibilities for audits, research, and mentoring a team.

You will manage client relationships, drive business development, and provide internal training, while reviewing complex returns and staying

Qualifications

• Active CPA, EA or state bar license is required.
• 6+ years of progressive public accounting experience.
• Experience in Tax Advisory and Gift/Estate/Trust planning for high-net-worth individuals.
• Ability to establish and maintain strong client relationships.
• Proficiency in Microsoft Office applications.

Responsabilités

• Deliver tax compliance for individuals, trusts, estates, gifts, foundations, and business entities.
• Develop and implement tax planning strategies aligned with client goals.
• Review returns for various tax entities and communicate findings.
• Handle tax notices and audits and research complex tax law.
• Develop client relationships and drive business development.

Connaissances

CPA/EA/license

Client relationships

Tax research

Communication

Formation

BA/BS in Accounting

JD

MS in Tax

Outils

CCH Axcess Tax

Bloomberg Tax Planner

Description du poste

The Tax Manager will deliver comprehensive tax compliance and advisory services across individual, trust, estate, gift, foundation, and business entities, with a strong emphasis on strategic tax planning and estate planning aligned to client goals. The ideal candidate will have deep technical expertise—particularly in oil & gas–specific tax matters—along with responsibility for reviewing returns, resolving audits, researching complex tax law, and staying current on legislative changes. In addition, the role will lead client relationships, drive business development, provide internal training, and manage and mentor team members.

Tax Services

• Provide high quality individual, trust, estate, gift, foundation, and business tax compliance services as well as estate planning advisory services
• Develop and implement tax planning strategies in alignment with client goals and objectives, including coordinating with advisors to integrate tax considerations into financial plans and investment strategies
• Review individual, trust, estate, gift, business entity, and foundation returns
• Handle Federal and State tax notices and audits
• Review and analyze estate planning related legal documents
• Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies
• Be proactive and stay current on new tax legislation and tax reform

Experience in tax compliance specific to the oil & gas sector:

• Calculating depletion and depreciation, including cost and percentage methods
• Experience with deductions unique to the oil & gas industry, such as dry hole costs and IDC
• Calculating AMT adjustments specific to the oil & gas sector

Business Development

• Manage all aspects of client accounts with respect to tax, fostering client relationships, overseeing processes, and answering questions
• Serve as a subject matter expert, resource, and point of contact for clients’ broader advisory team, including wealth advisors, financial planners, and other stakeholders
• Conduct internal business development and marketing, including networking, public speaking and authoring income tax planning and Trust and Estate related articles
• Provide internal training and guidance on tax-related topics
• Manage other members of the group including monitoring their workload and training and assisting them

Qualifications

• BA/BS degree in Accounting from an accredited college/university, JD, or MS in Tax required
• Active CPA, EA or state bar license required (eligible to be listed on POAs is required)
• 6+ year’s progressive experience in public accounting required
• Extensive experience in Tax Advisory and Gift/Estate/Trust planning and compliance for sophisticated high-net-worth and ultra-high-net-worth individuals and families
• Ability to establish and maintain strong client relationships
• Excellent verbal and written communication skills
• Proficiency in Microsoft Office applications required
• Experience with reviewing individual, fiduciary, gift tax returns required, partnership and S corporation preferred
• Preferred experience with CCH Axcess Tax & Bloomberg Income Tax Planner (Formerly BNA)
• Experience with research software and memo writing required
• Must be able and willing to work additional hours as needed to meet client deliverables