Tax Manager / Senior Tax Manager - 1200 billable hours

Levelociti•Charlotte, NC
•Hybrid

About The Position

A highly respected boutique CPA firm in Charlotte, North Carolina, is hiring experienced Tax Managers or Senior Tax Managers focused on high-net-worth (HNW) individuals and small businesses. The position combines individual, trust, gift, and estate tax work with entity tax compliance, planning, and consulting for closely held businesses and middle-market clients. The firm offers a hybrid schedule with two to three days in the office and emphasizes professional development, mentorship, flexibility, sustainable workloads, and employee well-being. The stated billable-hours target is 1,200 hours. Busy seasons are capped at 55 hours per week. Reduced-schedule opportunities are available for professionals seeking additional flexibility.

Requirements

  • Experienced Tax Manager or Senior Tax Manager.
  • Experience focused on high-net-worth individuals and small businesses.

Responsibilities

  • Handle individual tax work for high-net-worth clients, including Form 1040 returns.
  • Work on trust, gift, and estate tax matters.
  • Provide advanced tax planning for high-net-worth clients and families.
  • Manage 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 the office.
  • Emphasis on work/life balance and sustainable workloads.
  • Busy seasons capped at 55 hours per week.
  • Unlimited PTO.
  • Reduced-schedule opportunities.
  • Professional development and mentorship.
  • Collaborative, growth-oriented leadership and a supportive culture.
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