Talent.com
High Net Worth Senior Tax Manager
High Net Worth Senior Tax ManagerFrazier & Deeter • Charlotte, NC, United States
High Net Worth Senior Tax Manager

High Net Worth Senior Tax Manager

Frazier & Deeter • Charlotte, NC, United States
30+ days ago
Job type
  • Full-time
Job description

Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With offices in Atlanta, Alpharetta, Charlotte, Huntsville, Las Vegas, London, Nashville, Pensacola, Tampa and Winter Haven, there is a spot for you!

We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.

At Frazier & Deeter, we're committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.

Job Summary :

A Senior Tax Manager works closely with partners, as well as staff and clients and is responsible for planning, managing, reviewing, and completing client engagements. FD is looking for a motivated individual that will become an integral part of the firm and serve as a leader in the office.

Our professionals have one goal in mind when working with clients - to help them minimize their tax liability while keeping them in compliance with ever-changing tax laws. In addition to providing consulting and compliance tax services, our professionals offer several additional services, including stock option planning and international tax advice. We also provide expert consultation regarding tax implications on investments, mergers and acquisitions, reorganizations, and liquidations.

Duties / Responsibilities :

  • Manage and review complex tax returns for high net worth individuals, closely held businesses and trusts.
  • Understand client's business needs, identify and analyze tax issues, and clearly articulate relevant tax issues, application of authority, and conclusions
  • Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery
  • Develop and maintain strong client relationships by providing exceptional service and understanding their business needs.
  • Lead client meetings and presentations, demonstrating strong communication skills and the ability to articulate tax-related concepts clearly and effectively
  • Ensure timely and accurate filing of client tax returns, meeting all regulatory deadlines
  • Review work performed by team members, providing constructive feedback to ensure quality and accuracy
  • Strong analytical skills and attention to detail, including the ability to interpret complex tax laws and regulations
  • Extensive knowledge of federal, state, and local tax regulations
  • Strong project management and organizational skills, with the ability to manage multiple engagements and deadlines simultaneously
  • Work closely with partners, senior managers, seniors, and staff to integrate practice development skills into a team approach to client service and new business development
  • Monitor engagement profitability through managing budgets, billing, and client expectations effectively

Education and Experience :

  • A Bachelor's degree and / or Master's degree in Accounting.
  • Active CPA license.
  • 8+ years of experience in HNW tax planning, compliance, and consulting in public accounting
  • Deep understanding of estate, gift, and trust tax laws and their application.
  • Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles
  • Familiarity with family office services and private foundation structures
  • Proven expertise in overseeing complex client engagements and delivering high-quality client service
  • Ability to develop tax planning strategies for clients
  • Proficiency in tax preparation software (e.g, CCH Axcess) and Microsoft Office Suite
  • Experience supervising, training, developing, and reviewing the work of staff and senior associates
  • #LI - hybrid

    Create a job alert for this search

    Tax Senior Manager • Charlotte, NC, United States

    Related jobs
    Senior Tax Manager - High Net Worth / FWS

    Senior Tax Manager - High Net Worth / FWS

    Elliott Davis, LLC • Charlotte, NC, United States
    Full-time
    WHO WE ARE • •Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — ...Show more
    Last updated: 19 days ago • Promoted
    Senior Tax Manager

    Senior Tax Manager

    Macpower Digital Assets Edge • Charlotte, NC, United States
    Full-time
    The Senior Tax Manager plays a key role in overseeing and managing the tax functions of an organization, ensuring compliance with local, state, and federal tax regulations while also developing and...Show more
    Last updated: 30+ days ago • Promoted
    Senior Tax Manager Wanted!

    Senior Tax Manager Wanted!

    gpac • Charlotte, NC, United States
    Full-time
    SENIOR TAX MANAGER position opening! I have partnered with a well-established company in the exciting world of public accounting. My client firm is growing and offers the opportunity for an ambitiou...Show more
    Last updated: 30+ days ago • Promoted
    Senior Tax Manager

    Senior Tax Manager

    MDA Edge • Charlotte, NC, United States
    Full-time
    Be among the first 25 applicants.This range is provided by MDA Edge.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. The Senior Tax Manager plays...Show more
    Last updated: 19 days ago • Promoted
    Senior Tax Manager - High Net Worth / FWS

    Senior Tax Manager - High Net Worth / FWS

    Elliott Davis • Charlotte, NC, United States
    Full-time
    Be among the first 25 applicants.Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growin...Show more
    Last updated: 19 days ago • Promoted
    Senior Tax Manager

    Senior Tax Manager

    NorthPoint Search Group Inc • Charlotte, NC, United States
    Full-time
    An accomplished CPA, EA, or equivalent-certified tax leader with 7+ years of experience in public accounting, consulting, or industry roles. Manage tax compliance, planning, and consulting projects ...Show more
    Last updated: 30+ days ago • Promoted
    Senior Tax Manager

    Senior Tax Manager

    Staff Financial Group • Charlotte, NC, United States
    Full-time
    An accomplished CPA, EA, or equivalent-certified tax leader with 7+ years of experience in public accounting, consulting, or industry roles. Manage tax compliance, planning, and consulting projects ...Show more
    Last updated: 17 days ago • Promoted
    Tax Director / Senior Manager

    Tax Director / Senior Manager

    GPAC • Charlotte, NC, US
    Full-time
    A reputable Public Accounting firm in the area is looking to add a Tax Senior to their team.This stable and growing firm offers clients valuable knowledge and expertise in tax.Due to the recent gro...Show more
    Last updated: 30+ days ago • Promoted
    Tax Director - National Tax Office (JD Required)

    Tax Director - National Tax Office (JD Required)

    EisnerAmper • Charlotte, NC, United States
    Full-time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show more
    Last updated: 30+ days ago • Promoted
    Senior Tax Manager, High Net Worth – Hybrid & Growth

    Senior Tax Manager, High Net Worth – Hybrid & Growth

    Elliott Davis, LLC • Charlotte, NC, United States
    Full-time
    A leading consulting firm in Charlotte, NC is seeking a Senior Tax Manager to provide tax planning and compliance services for high-net-worth clients. The role involves managing client engagements, ...Show more
    Last updated: 9 days ago • Promoted
    Tax Senior Manager - Tax Director - Alternative Investments

    Tax Senior Manager - Tax Director - Alternative Investments

    Regal Executive Search • Charlotte, NC, United States
    Full-time
    Tax Senior Manager - Tax Director (Alternative Investments).Candidates should have a deep understanding of the following : . Filing requirements related to alternative investment and / or registered inv...Show more
    Last updated: 5 days ago • Promoted
    Tax Senior Manager

    Tax Senior Manager

    Jobot • Charlotte, NC, United States
    Full-time
    Growing firm seeking an experienced Tax Senior Manager to join their growing team in Charlotte, NC!.Salary : $125,000 - $165,000 per year. We offer a very competitive compensation structure including...Show more
    Last updated: 17 days ago • Promoted
    Tax Senior Manager - Private Companies

    Tax Senior Manager - Private Companies

    PwC • Charlotte, NC, United States
    Full-time
    Entrepreneurial & Private Business (EPB) - General.A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax comp...Show more
    Last updated: 30+ days ago • Promoted
    Senior Manager, Tax Services

    Senior Manager, Tax Services

    GreerWalker • Charlotte, NC, United States
    Full-time
    GreerWalker is a prominent accounting and advisory firm serving privately owned middle-market companies and their owners. We serve and support the Charlotte and Greenville areas with a personal appr...Show more
    Last updated: 30+ days ago • Promoted
    Senior Tax Manager - Hybrid

    Senior Tax Manager - Hybrid

    GPAC • Charlotte, NC, US
    Full-time
    I have partnered with a well-established company in the exciting world of public accounting.My client firm is growing and offers the opportunity for an ambitious professional to join their team.Thi...Show more
    Last updated: 30+ days ago • Promoted
    Senior Tax Manager

    Senior Tax Manager

    NorthPoint Search Group • Charlotte, NC, US
    Full-time
    Quick Apply
    An accomplished CPA, EA, or equivalent-certified tax leader with 7+ years of experience in public accounting, consulting, or industry roles. Manage tax compliance, planning, and consulting projects ...Show more
    Last updated: 30+ days ago
    Sales and Use Tax Senior Manager

    Sales and Use Tax Senior Manager

    Cherry Bekaert • Charlotte, NC, United States
    Full-time
    Accounting and Advisory services to our clients for 75 years! We are seeking a.The location is flexible and remote would be considered. Some of our larger offices include Atlanta, DC, Richmond, Rale...Show more
    Last updated: 1 day ago • Promoted
    Senior Tax Manager

    Senior Tax Manager

    Flow Control Group • Charlotte, NC, United States
    Full-time
    Flow Control Group, 3915 Shopton Road, Charlotte, North Carolina, United States of America.Flow Control Group (FCG) is a leading provider of fluid handling, process, and industrial automation solut...Show more
    Last updated: 19 days ago • Promoted