Tax Manager
1 week ago
The Tax Manager will report to the Head of Tax Services and handle the following:
- Perform tax compliance functions including tax return preparation for high net worth individuals that encompasses individual income and gift taxes, complex trusts and ESBTs, small investment partnerships, and private foundations for clients of the multi-family office and trust company.
- Prepare and analyze comprehensive quarterly income tax projections that incorporate multiple scenarios in order to determine the optimal tax planning strategies to recommend to individual and trust clients.
- Research complex tax issues and formulate opinions.
- Assist in training the tax staff as it pertains to tax technical, people development, client relationship, and project management skills.
- Capable of managing several complicated tax projects simultaneously.
- Collaborate with other members of the family office and client service group in order to deliver exceptional client service.
- Correspond with the IRS and state tax authorities in an effort to resolve tax notices and assist in an audit process, if applicable.
- Proactively keeps apprised of the ever-changing tax landscape (e.g., laws, proposals, tax strategies, etc.) as it relates to clients; communicates updates to tax director and tax team.
- Interact with clients relative to providing tax advice; offering assistance with compiling their tax documentation for tax return preparation, responding to clients’ questions and/or requests, scheduling tax meetings, etc.
- Receptive to developing the critical skills necessary to build and sustain strong client relationships.
Candidate Description
Qualified candidates should have a Bachelor’s degree in accounting with a minimum of 6 - 8 years’ experience in public accounting specific to taxation of individuals and trusts. Applicant should also have knowledge of gift, GST, private foundation, and partnership taxation, particularly as it relates to alternative investments. Furthermore, applicant should have basic knowledge of taxation of financial instruments and general familiarity with financial products and trading including stocks, bonds, options and other derivatives. Candidate should be conversant in GoSystem Tax RS (Fast Tax program), have excellent Microsoft Office and strong tax research skills, i.e., able to perform independent tax research and opine on the subject matter. Candidate should be familiar with BNA and RIA tax research programs.
Chilton seeks candidates who have outstanding analytical skills coupled with strong organizational and communication skills. Applicant should be proactive, motivated, a self-starter, passionate about client service, and work well in a small team environment. CPA credential a plus.
Powered by JazzHR
Fysf25PYjf
-
Tax Manager
2 months ago
Charlotte, United States Sherpa | Recruiting, Staffing & Consulting Full timeCompensation: $125k plus bonus Position Summary Job Overview – Tax Manager – 32501 Prestigious Registered Investment Company, headquartered in Charlotte, seeks Tax Manager. This new role leads all tax compliance, tax planning, and tax structuring for the company’s investment entities and reports to the company CFO. The ideal candidate will have prior...
-
Tax Manager
3 weeks ago
Charlotte, United States Sherpa | Recruiting, Staffing & Consulting Full timeCompensation: $125k plus bonus Position Summary Job Overview – Tax Manager – 32501 Prestigious Registered Investment Company, headquartered in Charlotte, seeks Tax Manager. This new role leads all tax compliance, tax planning, and tax structuring for the company’s investment entities and reports to the company CFO. The ideal candidate will have prior...
-
Tax Manager
4 weeks ago
Charlotte, United States Ascendo Resources Full timeWe are seeking a highly skilled and experienced Tax Manager to join our finance team. The ideal candidate will oversee the companys tax compliance, manage tax reporting and planning, and ensure compliance with federal, state, and local tax regulations. This role requires a strategic thinker with a strong understanding of tax laws and excellent leadership...
-
Tax Manager
1 month ago
Charlotte, United States Ascendo Resources Full timeWe are seeking a highly skilled and experienced Tax Manager to join our finance team. The ideal candidate will oversee the company’s tax compliance, manage tax reporting and planning, and ensure compliance with federal, state, and local tax regulations. This role requires a strategic thinker with a strong understanding of tax laws and excellent leadership...
-
Tax Manager
2 weeks ago
Charlotte, United States Ascendo Resources Full timeWe are seeking a highly skilled and experienced Tax Manager to join our finance team. The ideal candidate will oversee the company’s tax compliance, manage tax reporting and planning, and ensure compliance with federal, state, and local tax regulations. This role requires a strategic thinker with a strong understanding of tax laws and excellent leadership...
-
Tax Manager
1 week ago
Charlotte, United States Ascendo Resources Full timeWe are seeking a highly skilled and experienced Tax Manager to join our finance team. The ideal candidate will oversee the companys tax compliance, manage tax reporting and planning, and ensure compliance with federal, state, and local tax regulations. This role requires a strategic thinker with a strong understanding of tax laws and excellent leadership...
-
Tax Manager
3 weeks ago
Charlotte, United States Ascendo Resources Full timeWe are seeking a highly skilled and experienced Tax Manager to join our finance team. The ideal candidate will oversee the company’s tax compliance, manage tax reporting and planning, and ensure compliance with federal, state, and local tax regulations. This role requires a strategic thinker with a strong understanding of tax laws and excellent leadership...
-
Tax Manager
2 months ago
Charlotte, United States Chilton Trust Full timeJob DescriptionJob DescriptionPosition DescriptionThe Tax Manager will report to the Head of Tax Services and handle the following: Perform tax compliance functions including tax return preparation for high net worth individuals that encompasses individual income and gift taxes, complex trusts and ESBTs, small investment partnerships, and private...
-
Tax Manager
2 months ago
Charlotte, United States RightWorks Inc Full timeAn esteemed firm is on the lookout for an enthusiastic and competent individual eager for a full-time tax position, available in either our Raleigh or Charlotte locations. The successful candidate will join our dedicated tax department, catering to a diverse client base that includes individuals, businesses, non-profit organizations, trusts, and a range of...
-
Tax Manager
2 weeks ago
Charlotte, United States Underground Administration Full timeJob Description Job Description Corporate Income Tax 178-198k Charlotte, NC You and your team will support corporate tax and its execution of accounting for income taxes. You will advise on various aspects of corporate income taxation and help develop and implement accounting for income tax strategies. Benefits Start on 1st day Medical, dental, vision 6%...
-
Tax Manager
1 month ago
Charlotte, United States Aston Carter Full timeAston Carter Tax Manager Charlotte , North Carolina Apply Now Aston Carter is hiring a 100% remote Tax Manager based out of Indianapolis, IN. This position offers competitive pay with a top company in the area! Job Description: Deliver exceptional client service Prepare and review complex Partnership and S-Corp return filings Demonstrates competency in...
-
Tax Manager
2 months ago
Charlotte, United States Sherpa | Recruiting, Staffing & Consulting Full timeCompensation: $130K Job Overview Tax Manager 32106 Long standing public accounting firm in Charlotte has an opening for a Tax Manager. The firm has created a fantastic work/life balance for all even during tax season. The overtime hours are very reasonable for busy season. They add to the team to keep the overtime hours low even during tight deadlines....
-
Tax Manager
3 weeks ago
Charlotte, United States Underground Administration Full timeCorporate Income Tax 178-198k Charlotte, NC You and your team will support corporate tax and its execution of accounting for income taxes. You will advise on various aspects of corporate income taxation and help develop and implement accounting for income tax strategies. Benefits Start on 1st day Medical, dental, vision 6% match on 401k,...
-
Tax Manager
1 week ago
Charlotte, North Carolina, United States Aston Carter Full timeAston Carter Tax Manager Charlotte , North Carolina Apply Now Aston Carter is hiring a 100% remote Tax Manager based out of Indianapolis, IN. This position offers competitive pay with a top company in the areaJob Description:Deliver exceptional client servicePrepare and review complex Partnership and S-Corp return filingsDemonstrates competency in technical...
-
Tax Manager
1 month ago
Charlotte, United States Rödl & Partner Full timeDescription We are currently seeking a full-time Tax Manager to join our international tax practice in our Charlotte, NC office. You will work with a select team providing tax services to clients in various industries including primarily: manufacturing and distribution. You must be able to manage projects, work under time pressures, multi-task and...
-
Tax Manager
2 months ago
Charlotte, United States Rödl International GmbH Full timeWe are currently seeking a full-time Tax Manager to join our international tax practice in our Charlotte, NC office. You will work with a select team providing tax services to clients in various industries including primarily: manufacturing and distribution.You must be able to manage projects, work under time pressures, multi-task and communicate...
-
Tax Manager
3 weeks ago
Charlotte, United States Rödl International GmbH Full timeWe are currently seeking a full-time Tax Manager to join our international tax practice in our Charlotte, NC office. You will work with a select team providing tax services to clients in various industries including primarily: manufacturing and distribution.You must be able to manage projects, work under time pressures, multi-task and communicate...
-
Tax Manager
3 weeks ago
Charlotte, United States Underground Administration Full timeJob DescriptionJob DescriptionCorporate Income Tax178-198kCharlotte, NCYou and your team will support corporate tax and its execution of accounting for income taxes. You will advise on various aspects of corporate income taxation and help develop and implement accounting for income tax strategies. BenefitsStart on 1st dayMedical, dental, vision6% match on...
-
Tax Manager
2 weeks ago
Charlotte, United States Underground Administration Full timeTax Manager (Investment) Up to 192k Hybrid in Charlotte, NC Candidate will be a Tax Manager/VP and part of the Investment & Securities team. They will contribute to the team focus across areas including year-end reporting, withholding, documentation, cost basis, remediation, and strategic initiatives. Benefits Start on 1st day Medical, dental, vision 6%...
-
Tax Manager
2 weeks ago
Charlotte, United States Underground Administration Full timeJob DescriptionJob DescriptionTax Manager (Investment)130-192kHybrid in Charlotte, NC Candidate will be a Tax Manager/VP and part of the Investment & Securities team. They will contribute to the team focus across areas including year-end reporting, withholding, documentation, cost basis, remediation, and strategic initiatives.BenefitsStart on 1st dayMedical,...
