Tax Manager
Tax Manager
Posted on :
18-05-2025
Employer Active
1 Vacancy
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Job Description
About the job Tax Manager (HNWI Estates & Trusts)
Tax Manager (HNWI Estates & Trusts)
Location: Charlotte NC United States
Employment Type: Fulltime
Position Summary
We are partnering with a leading fiduciary advisory firm to source a strategic and detailoriented Tax Manager. In this role you will lead complex engagements involving highnetworth individuals estates trusts and gift tax planningbuilding longterm client relationships and delivering tailored wealthtransfer solutions.
Key Responsibilities
- Manage and review complex individual fiduciary (Form 1041) estate (Form 706) and gift tax (Form 709) returns
- Advise HNWI clients on estate planning trust structuring charitable giving and wealthtransfer strategies
- Lead client engagements from planning through delivery ensuring topquality service and full compliance
- Mentor and provide technical training to tax staff and seniors
- Coordinate tax strategies with attorneys investment advisors and fiduciaries
- Monitor federal and state tax law developments affecting estates trusts and wealthy individuals
- Identify new planning opportunities and support business development efforts
Qualifications
- CPA required; MST JD or LLM in Taxation strongly preferred
- Public accounting or advisory experience focused on HNWIs estates and trusts
- Deep knowledge of federal and state fiduciary and estate tax regulations
- Exceptional communication skills with the ability to simplify complex tax concepts
- Proven leadership and clientmanagement track record
- Handson experience with tax software (e.g. CCH Axcess ProSystem fx or similar)
Employment Type
Full Time
Key Skills
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