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.
