Tax Manager or Senior Tax Manager (HNW)
About The Position
A respected boutique CPA firm in Charlotte, North Carolina is hiring experienced Tax Managers and Senior Tax Managers focused on high-net-worth individuals and small businesses. The firm emphasizes high-quality client service and a supportive, people-first culture focused on professional development, mentorship, flexibility, sustainable workloads, employee wellbeing, and long-term career satisfaction. The role serves high-net-worth individuals and families, trusts, estates, and closely held and middle-market businesses. Work includes individual tax returns, trust, gift, and estate tax matters, and tax compliance, planning, and consulting for partnerships, S corporations, and corporate entities. The position offers a hybrid schedule with two to three days in the office, a busy-season limit of 55 hours per week, unlimited PTO, and reduced-schedule opportunities.
Requirements
- Experience in high-net-worth individual taxation.
- Experience with small business tax matters.
- Experience with partnerships, S corporations, and corporate entities.
Responsibilities
- Prepare and advise on individual tax matters for high-net-worth clients, including Form 1040 returns.
- Handle trust, gift, and estate tax work.
- Provide advanced tax planning for high-net-worth clients and families.
- Perform tax compliance, planning, and consulting for partnerships, S corporations, and corporate entities.
- Serve closely held businesses and middle-market clients in a relationship-driven advisory environment.
Benefits
- Hybrid flexibility with two to three days in-office.
- Emphasis on work/life balance.
- Busy seasons capped at 55 hours per week.
- Unlimited PTO.
- Reduced-schedule opportunities for professionals seeking flexibility.
- Professional development and mentorship.
- Supportive, collaborative leadership and a positive internal culture.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
