Tax Manager - Estate & Trust
$130k - $160kBenaiah Consulting Group. LLC
Job Description
Job Description
Trust & Estate Tax Manager | 100% Remote
$130-160K Base + Bonus + 100% Employer-Paid Benefits
Are you a seasoned tax professional with a focus in the Trust & Estate areas of personal HNW/UHNW tax and are looking to make a significant impact, keep reading.
Our client, a well-established CPA consulting, advisory and tax planning firm is looking for a Trust & Estate Tax Manager to take ownership of a complex, high-net-worth client portfolio. This is a fully remote role with real technical depth and direct client responsibility.
The Work
You will lead tax planning and compliance for HNW and UHNW individuals, families, and entities. That includes:
- Designing and implementing comprehensive tax planning strategies across personal, fiduciary, estate, and gift tax
- Structuring trust instruments to support wealth transfer goals and minimize tax exposure
- Overseeing preparation and review of complex returns - personal, fiduciary (1041), estate (706), and gift (709)
- Conducting technical tax research and resolving complex issues
- Serving as a primary relationship holder with clients - not just a reviewer in the background
This is a client-facing leadership role. You will be visible, trusted, and accountable.
What You Bring
- 4+ years in tax planning, with meaningful time spent on trust, estate, and HNW work
- Background in a CPA firm, wealth management firm, or law firm - you understand the client profile
- Strong technical command of tax laws and a desire to continue your personal and professional development and growth.
- CPA, JD, or EA required
- The ability to communicate complex concepts clearly to clients who are smart but not tax professionals
- A track record of mentoring staff and building toward results
The Firm
This is a firm with 30+ years of history in its market and a reputation built on client relationships, not volume. The culture is collaborative and people-focused. They have invested in building a successful remote infrastructure, and flexibility is genuine, not performative.
This role is built for someone who wants to do sophisticated work, work with quality clients, and grow without relocating.
To Be Considered
Submit your resume ASAP. Qualified candidates will be contacted directly.
Vacancy posted 19 days ago
Similar jobs that could be interesting for youBased on the Tax Manager - Estate & Trust in Charlotte, NC vacancy
- Tax Senior Manager - Real Estate - Charlotte, NC Who: A seasoned tax professional with 7+ years of public accounting experience and deep real estate industry expertise. What: Lead complex real estate tax engagements, oversee compliance and technical review, manage...SuggestedFull timeWork at officeImmediate start
NorthPoint Search Group
Charlotte, NCmore than 2 months ago - Tax Senior Manager - Real Estate - Charlotte, NC Who: A seasoned tax professional with 7+ years of recent public accounting experience and deep expertise in real estate taxation. What: Lead complex tax consulting and compliance engagements, manage teams, guide clients...SuggestedFull timeWork at officeImmediate startShift work
NorthPoint Search Group
Charlotte, NCmore than 2 months ago - Tax Manager - Real Estate - Charlotte, NC Who: An experienced tax professional with 5+ years of public accounting experience and strong expertise in real estate taxation. What: Oversee technical review and compliance for real estate clients while leading the tax team...SuggestedFull timeWork at officeImmediate start
NorthPoint Search Group
Charlotte, NCmore than 2 months ago - ...the autonomy to reach your goals.EisnerAmper is seeking a manager to expand our Real Estate Tax practice. Our Real Estate Tax practice serves a wide... ...the firm, EisnerAmper’s Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates...SuggestedFull timeWork at officeLocal area
$100.35k - $205k
...strategic and creative federal tax professional who likes solving... ...have experience serving real estate owners and operators? Are you... ...methodologies, and Real Estate Investment Trust qualification rules? Are you... ...Tax practice as a Tax Manager. What You’ll Do Deloitte Tax...SuggestedWork at officeLocal areaWorldwide2 days per week3 days per week- Tax Manager - Charlotte, NC Who: An experienced tax professional with 5+ years of public accounting experience and a CPA. What: Oversee... ...preparation and planning for high-net-worth individuals and trusts while leading, developing, and motivating a tax team. When:...Full timeWork at officeImmediate start
NorthPoint Search Group
Charlotte, NCmore than 2 months ago $160k - $220k
...Job Description Job Description Tax Senior Manager Strategic Tax Advisory | Client Leadership... .... It's an opportunity to serve as a trusted advisor to business owners, healthcare... ...organizations, financial institutions, real estate companies, manufacturers, and...Work at officeFlexible hoursWertz & Associates
Charlotte, NC12 days ago- Tax Senior Manager - Financial Services - Charlotte, NC Who: A highly experienced tax professional with 7+ years of public accounting experience... ..., manage, and strengthen client relationships, serving as a trusted advisor. - Anticipate client needs and consult on complex...Full timeWork at officeImmediate start
NorthPoint Search Group
Charlotte, NCmore than 2 months ago - WHO WE AREElliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture... ...CPA firm.Job SummaryWe are looking for a Tax Senior Manager to join our Real Estate Practice. This candidate will consult on complex tax matters...Full timeContract workWork at officeLocal areaRemote workFlexible hours
- ...Job Description Job Description The Manager, Corporate Real Estate serves as a strategic partner to client business leadership, supporting the... ...skills, with demonstrated ability to operate as a trusted advisor to business leadership. ~ Proficiency in Microsoft...Hourly payH1bWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
Lincoln Property Company
Charlotte, NC27 days ago $124k - $335k
...At PwC, our people in tax services focus on providing advice and guidance to clients on... ..., and increased efficiencies. As a Senior Manager you are to lead large projects, innovate processes... .... You are also responsible for building trust with multi-level teams and stakeholders...H1bPwC
Charlotte, NC3 days ago- ...and attracting expertise that differentiates us as a company as we continue to raise the bar. Job Summary The Senior Payroll Tax Manager oversees the organization's payroll tax compliance, controls, and governance functions. This role ensures accurate calculation,...Local areaFlexible hours
Compass Group
Charlotte, NCmore than 2 months ago $99k - $266k
...At PwC, our people in tax services focus on providing advice and guidance to clients... ...leveraging team member's unique strengths, and managing performance to deliver on client... ...Supervising teams and creating an atmosphere of trust Seeking diverse views to encourage...H1bPwC
Charlotte, NC1 day ago- ...Job Title Key Responsibilities Tax Leadership & Technical Expertise Manage and review complex individual, partnership, S-corporation, C-corporation, trust, and estate tax returns Research and resolve advanced tax issues, providing practical and strategic guidance...Local area
Futran Tech Solutions Pvt. Ltd.
Belmont, NC3 days ago $99k - $266k
...Customs And Trade Tax Manager At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance... ...points Supervising teams and creating an atmosphere of trust Seeking diverse views to encourage improvement Coaching...PwC (US)
Charlotte, NC4 days ago- ...Tax Director – Real Estate Development PracticeWhere Leadership Meets Lifestyle, Growth, and ImpactWe... ...leader who can command the room, earn trust, and capture the attention of clients... ...and solutions that exceed expectations.Manage financial performance, engagements, and...Work at officeRemote workFlexible hours
Ron Sunshine Associates LLC
Charlotte, NC5 days ago - ...Head of Tax About the Company A rapidly growing, PE-backed professional services... ...overseeing tax service delivery, practice management, talent development, and client engagement. The successful candidate will be a trusted advisor to clients on complex tax matters,...Work at office
- Tax Senior Manager – Private Equity - Charlotte, NC Who: A seasoned tax professional with 7+ years of public accounting experience specializing in passthrough entities and Subchapter K matters. What: Lead complex tax consulting and compliance engagements, oversee...Full timePrivate practiceWork at officeImmediate start
NorthPoint Search Group
Charlotte, NCmore than 2 months ago - ...guide our accounting team, master our unit economics, and earn the trust required to eventually run the entire company finance function.... ...accurate, timely month-end close and financial reporting · Manage cash flow, banking activity, and account reconciliations · Prepare...Local areaLong distance
PBI
Charlotte, NC3 days ago - As the Tax Manager of our Corporate Tax Services Methods Credits & Incentives practice, you’ll be responsible for designing, implementing,... ...Thornton, we believe in making business more personal and building trust into every result - for our clients and you. Here, we go beyond...Work experience placementInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week
- ...WE AREElliott Davis pairs forward-thinking tax, assurance and consulting services with... ...while enjoying the freedom and autonomy to manage your career and make a positive impact on... ...preparation process primarily for individuals and trusts to ensure compliance with state and...Full timeContract workWork at officeFlexible hours
$125k - $150k
Tax ManagerPosition OverviewWe are seeking an experienced Tax Manager to lead and manage tax compliance, planning, and consulting for a diverse portfolio of clients... ...and consulting for HNWI clients, including trust and estate coordination and multi-jurisdictional...Work at officeLocal area3 days per week- ...close and reporting, accounts payable leadership, budgeting and forecasting, and cash flow management in a project-driven EPC environment. The Financial Controller acts as a trusted business partner, providing actionable financial insights to support operational...Worldwide
Andritz
Charlotte, NC1 day ago - ...Job Description Job Description A Tax Senior Manager with PYA is responsible for overseeing... ...to advise clients and develop a true trusted advisor relationship. Responsibilities... ..., financial institution, and real estate industries. In addition, PYA continues...Local area
- ...with the CFO, executive leadership, Project Managers, and an experienced accounting team... ...reporting, close, job costing, WIP, payroll, tax reporting, contracts, AP/AR, budgeting,... ...understand the business quickly, and become a trusted partner across finance and operations....Remote work
AccruePartners
Matthews, NC23 hours ago $124k - $335k
Industry/SectorNot ApplicableSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob... ...level of sophistication. As a Senior Manager you are expected to lead large projects, innovate... ...workflow- Creating an atmosphere of trust in teams- Developing new relationships and...Full timeH1b$120k - $165k
...Job Description Job Description Tax Manager – Public Accounting Firm Location: Charlotte, NC Work Style: Hybrid or In-Office... ...Tax Managers to lead engagements, mentor staff, and serve as a trusted advisor to clients. The firm values collaboration, technical excellence...Work at officeFlexible hours3 days per week$174k - $278.4k
...Bekaert, the nation’s 17th largest public accounting firm, seeks a Tax Senior Manager for its National Tax Office (NTO) to provide work with... ...belonging including uncompromising integrity, collaboration, trust, and mutual respectThe opportunity to innovate and do work that...Full timeWork experience placementWork at officeLocal areaRemote work$100.06k - $162.1k
...innovative and sophisticated advisory, assurance and tax services to our clients. As a Tax Manager supporting our Not-For-Profit industry, you will serve... ...belonging including uncompromising integrity, collaboration, trust, and mutual respectThe opportunity to innovate and do...Full timeWork experience placementLocal areaRemote workRelocation- 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... ...high-net-worth individuals, families, trusts, and estates, including sophisticated...Work at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Manager - Estate & Trust. Be the first to apply!
Related searches
- senior tax director Charlotte, NC
- tax director Charlotte, NC
- sr tax manager Charlotte, NC
- tax manager public accounting Charlotte, NC
- sales & use tax manager Charlotte, NC
- transfer pricing tax manager Charlotte, NC
- international tax director Charlotte, NC
- remote tax manager Charlotte, NC
- hedge fund private equity tax manager Charlotte, NC
- tax manager Charlotte, NC