Tax Manager, High Net Worth

Frazier & Deeter
Charlotte, NC
Category Accounting
Job Description
Join Frazier & Deeter as a Tax Manager and be part of a rapidly growing Top 50 accounting & advisory firm. Manage complex tax returns for high net worth individuals, businesses, and trusts, and lead tax engagements from start to finish. Develop strong client relationships, ensure timely and accurate filing of client tax returns, and review work performed by team members.

Requirements

  • Bachelor's degree and/or Master's degree in Accounting
  • Active CPA license
  • 5+ 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
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