Senior Tax Manager (Charlotte)

Reputable and fast-growing Wealth Management services firm is seeking a Senior Tax Manager within their growing tax practice. They have an extensive book of business serving 5500+ households so this individual will not be required to generate new business. There is also internal opportunity to continue to add value thru tax consulting. The preferred work location is Asheville but they will also consider someone in Charlotte NC or Atlanta GA who can periodically be in Asheville with the team.

Benefits are top-notch including 100% paid healthcare coverage for employee and 50% paid for dependents, safe harbor match that vests immediately and 100% paid maternity/paternity leave.

This role offers a hybrid work arrangement throughout the year; however, full-time onsite attendance is required during the tax season.

The Senior Tax Manager will partner with financial advisors and the Director of Tax Services to identify tax-saving opportunities, support wealth planning strategies, and ensure accurate and timely tax reporting. Provides guidance on complex tax issues while helping clients navigate changing tax regulations and minimize tax liabilities.

What Makes YOU Successful:

• Lead the preparation and review of complex individual, fiduciary, partnership and corporate tax returns, with a focus on insights and advisory in addition to compliance.
• Responsible for performing the final review and signing of tax returns.
• Collaborate with financial advisors to integrate tax planning into comprehensive wealth management strategies for clients including evaluating the tax implications of investment decisions, estate planning, charitable giving, and retirement strategies.
• Serve as a trusted tax advisor to high-net-worth individuals and families.
• Analyze realized/unrealized gains, income distributions, and tax-loss harvesting opportunities in coordination with the investment team.
• Review and facilitate tax projections for clients and advisors.

What YOU Contribute:

• Bachelor's degree or equivalent experience in Accounting or Finance
• 15+ years' of experience of professional tax experience, preferably with partnerships, individual and/or fiduciary returns
• CPA required