Job Description

Tax Senior Manager - Private Client

Location: Charlotte, NC (Remote option)

Overview

A top national accounting and advisory firm is seeking a Tax Senior Manager for its private client practice, with Charlotte, North Carolina among the listed locations. The role oversees tax planning and compliance for ultra-high net worth individuals and their families. Flexible office location with a fully remote option.

Responsibilities

• Supervise a team and collaborate closely with partners while maintaining visibility into engagement status and deadlines
• Oversee federal, state and local tax planning and compliance for ultra-high net worth individuals and families
• Apply knowledge of hedge fund K-1s, trusts, estates, gifts and charitable entities
• Perform primary review of complex returns
• Serve as a primary client contact delivering proactive planning insights
• Monitor engagement budgets, realization and team utilization
• Coach, train and give feedback to staff, and participate in business development

Qualifications

• Bachelor's degree in accounting or equivalent; master's in taxation preferred
• 10+ years of tax compliance and consulting experience serving high-net-worth individuals
• 8+ years of tax compliance with complex individual and business returns
• Recent public accounting experience
• CPA or EA required
• GoSystems or CCH Axcess experience preferred

If you are interested in connecting further about this opportunity or other public accounting opportunities, please apply here or email me directly at austin.eppard@gogpac.com or call/text (605) 872-5131.

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.