Senior Tax Manager, High Net Worth & Family Wealth
Elliott Davis
A leading professional services firm in Charlotte, NC is seeking a Senior Tax Manager for its High Net Worth tax practice. This role involves consulting on complex tax matters for high-net-worth individuals and overseeing a team. Candidates should have over 7 years of public accounting experience, a CPA certification, and exceptional leadership and communication skills. Benefits include generous paid leave and professional development opportunities. #J-18808-Ljbffr Elliott Davis
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Tax Manager, High Net Worth & Family Wealth in Charlotte, NC vacancy
- Title:- Tax Manager - High Net Worth/Family Wealth Services Type:- Permanent/Direct-HireLocation: Open to any of the below locations; Charlotte, NC Chattanooga, TN Raleigh, NC Columbia, SC Charelston, SC Nashville, TN Greenville, SCAbout the Company The client pairs forward...High net worthPermanent employmentWork at officeFlexible hours
- Biltmore Family Office, LLC in Charlotte, NC seeks an experienced Wealth Advisor to build and manage long-term relationships with ultra-high-net-worth clients, delivering sophisticated multi-generational wealth management guidance. You will lead development of comprehensive...SeniorHigh net worthWork at office
- ...Charlotte is looking for an experienced Senior Vice President / Managing Director to join their advisory... ...acting as a primary advisor to high net worth families, managing investments, estate planning... ...have a minimum of 10 years in wealth management and a portable book of...SeniorHigh net worth
- ...firm with locations across the U.S., is seeking a HNW Tax Senior Manager in Charlotte to lead high net worth engagements. You will plan, review, and complete complex tax projects for wealthy individuals and families, guiding teams and advising on estate, gift, and trust...SeniorHigh net worth
- Elliott Davis is seeking a Tax Senior to join our High Net Worth practice. You will prepare and perform technical reviews on high-net-worth individuals, family partnerships, and trusts to ensure compliance with state and federal tax regulations. The role includes preparing...SeniorHigh net worth
- Senior Tax Manager High Net Worth & Family WealthIf you are a seasoned tax professional ready to lead complex estate and family wealth engagements and step into a genuine path to firm leadership this is your next move.What you will doDeliver high-level tax compliance and...SeniorHigh net worthWork at officeFlexible hours
$145k - $175k
...Senior High Net Worth Tax Manager A premier accounting and consulting firm is seeking a highly skilled Senior High Net Worth Tax Manager to join its elite Family Wealth Services practice group. In this critical leadership role, you will lead a private client tax advisory...SeniorHigh net worthWork at officeLocal areaRemote workFlexible hoursElliott Davis
Charlotte, NC3 days ago$160k - $190k
...Senior Tax ManagerAsheville, NC; Charlotte, NC; Atlanta... ...opening for an Senior Tax Manager that can be based in... ...GAWhy work at Modera Wealth?Modera Wealth... ...than 6,000 individuals, families, and businesses.Job Overview... ...trusted tax advisor to high-net-worth individuals and...SeniorHigh net worthFull timeTemporary workWork at officeLocal areaRemote workModera Wealth Management
Charlotte, NC18 hours ago- ...life. Job Summary: As a HNW Tax Senior Manager , you work closely with partners, staff, and high net worth clients and are responsible for... ...on sophisticated tax and wealth planning matters, and playing... ...principles Familiarity with family office services and private foundation...SeniorHigh net worthWork at officeLocal area
$117k - $175k
...responsibilities include independently managing transactions or portfolios of moderate to high complexity, completing and... ...requirements. The Global Wealth Investment Management-Sr... ...approval of ultra-high-net-worth clients (individuals, family offices, trusts, special wealth...SeniorHigh net worthFull timeBank staffWork at officeDay shift- ...years of experience in investment advisory or wealth management ~ Proven, transferable book of business with high-net-worth clients (minimum of $400K T12) ~ Active... ...trusted advisor to high-net-worth individuals and families, managing complex portfolios and long-term...SeniorHigh net worthWork at office
New Day Executive Search
Charlotte, NC1 day ago $138k - $172.5k
As the Private Wealth Services Tax Experienced Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide... ..., and gift tax planning strategies for your high net worth, closely held business and family business clients - all with the resources,...High net worthInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- Grant Thornton is seeking a Private Wealth Services Tax Manager in the US to lead reviews of complex returns and provide income, estate, and gift tax planning for high net worth families and closely held businesses. You will collaborate with the Private Wealth Services...High net worth
$124k - $335k
...Senior Manager, Financial Services Tax PracticeA career in our Financial Services Tax practice, within Corporate... ...: As part of the Asset and Wealth Management team you are expected to... ...vision, 401k, holiday pay, vacation, personal and family sick leave, and more....SeniorLocal areaOverseasPwC (US)
Charlotte, NC3 days ago- ...are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in... ...for providing comprehensive wealth management advice and building long-term relationships... .... The role partners closely with high-net-worth individuals and families to develop personalized financial...SeniorHigh net worth
Beacon Pointe Advisors
Charlotte, NC4 days ago $160k - $180k
...Senior Tax ManagerCharlotte, North Carolina, United States$ 160,00... ...seeking an experienced Senior Tax Manager with a specialized focus on... ...key role in supporting our high-net-worth clients.Key Responsibilities... ...in public accounting, wealth management, or a specialized...SeniorHigh net worthLocal areaWright Staffing Source
Charlotte, NC2 days ago- ...Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join... ...s Advice and Wealth Management division, you will... ...will help our Ultra High Net Worth clients achieve... ...influential individuals and families. By communicating... ...investment advice, tax strategies, legacy &...SeniorHigh net worthFull timeWork at officeLocal areaRemote workRelocationMonday to Friday
- ...About the job Senior Tax Manager The Opportunity: We are seeking an experienced... ...will play a key role in supporting our high-net-worth clients. Key Responsibilities:... .... Experience in public accounting, wealth management, or a specialized tax advisory...SeniorHigh net worthLocal areaImmediate start
Wright Staffing Source
Charlotte, NC3 days ago $62k - $175k
...portfolio performance.The Senior Credit Underwriter/... ...relationships with strategic wealth clients. This role... ...revenue growth while also managing a portfolio of existing... ...credit decisions for ultra‑high‑net‑worth clients—including individuals, family offices, trusts, and specialized...SeniorHigh net worthFull timeWork at officeFlexible hoursDay shift- ...growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life,... ...them to preserve their wealth for future generations,... ...plans, investment reports, tax and estate analysis as... ...office and non-bank wealth manager focused on serving ultra...SeniorHigh net worthPermanent employmentTemporary workWork at officeFlexible hours
C I Corporation
Charlotte, NC3 days ago - Truist Wealth is seeking an experienced advisor to manage and deliver comprehensive estate and financial planning analysis for high-net-worth clients. The role leverages internal resources and COIs to craft tailored solutions that drive revenue and retention. The candidate...SeniorHigh net worth
- .... Corporation in Charlotte, NC seeks a Wealth Advisor to drive new revenue and deliver... ...client experience within FNB Wealth Management. You will collaborate with clients and... ...management team to tailor solutions for high-net-worth and institutional clients. Responsibilities...SeniorHigh net worth
- ...complicated lives. Their tax advisor should be... ...experienced HNW Tax Manager to join a growing... ...practice working with high-net-worth individuals, families, trusts and closely... ...estate, gifting and wealth-transfer considerations... ...Manage and develop Seniors and Staff Research...High net worthPrivate practice
Insite US
Charlotte, NC18 hours ago - About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated investment solutions to High Net Worth and Ultra High Net Worth clients. This leader will partner closely with Private...SeniorHigh net worthFull timeWork experience placementWork at office
- ...seeking an experienced HNW Tax Manager to join our private... ...Charlotte. You will manage high-net-worth individuals and family groups, review complex returns... ...skills. You will mentor seniors and staff, work with... ...collaborate with attorneys and wealth advisors. #J-18808-...High net worthPrivate practice
- A financial services firm in Charlotte, NC is seeking a Tax Manager to oversee tax preparation and planning for high-net-worth individuals and trusts. The role requires a CPA and at least 5 years of public accounting experience. Responsibilities include managing client...SeniorHigh net worthFull timeWork at office
- ...responsibilities include independently managing transactions or portfolios of moderate to high complexity, completing and... ...requirements. The Global Wealth Investment Management-Sr... ...approval of ultra-high-net-worth clients (individuals, family offices, trusts, special wealth...SeniorHigh net worthBank staffWork at officeShift workDay shift
- Senior Estate and Tax SpecialistThe Senior Estate and Trust... ...'s highest-net-worth and most complex... ..., and influences wealth planning strategy... ...and relationship management skills.Deliver expert... ...prospective clients with highly complex financial... ...engagements, family meetings,...SeniorHigh net worthFull time
- CyberCoders is seeking a Senior High Net Worth Tax Manager to lead the Family Wealth Services practice. You will guide tax compliance, planning, and wealth preservation strategies for high-net-worth individuals and families, serving as the primary technical advisor on federal...SeniorHigh net worthLocal area
$50 per hour
...place to build a fulfilling career.The Tax Advisor, Wealth Management will be responsible for providing... ...with business owners, executives, and family offices to navigate complex tax... ...ability to meet with sophisticated high net worth individuals to articulate complex tax...High net worthFull timeWork at officeLocal area3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Tax Manager, High Net Worth & Family Wealth. Be the first to apply!
Related searches
- senior tax director Charlotte, NC
- sales & use tax manager Charlotte, NC
- tax manager Charlotte, NC
- hedge fund private equity tax manager Charlotte, NC
- transfer pricing tax manager Charlotte, NC
- remote tax manager Charlotte, NC
- indirect tax manager Charlotte, NC
- international tax director Charlotte, NC
- senior international tax manager Charlotte, NC
- sr tax manager Charlotte, NC