Tax Manager | Private Client
4 weeks ago
General information
Name
Tax - Manager - Private Client
Posting Title
Tax Manager | Private Client
Ref #
2233934
Date Published
Thursday, October 24, 2024
City
Charlotte
State
North Carolina
Country
United States
Job Category
Tax
Office
Charlotte NC (Forvis)
Advertised Location
US-NC-Charlotte
Working time
Full Time
Description & Requirements
Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your flexibility to help clients grow, preserve, and protect wealth. The Private Client Tax Manager serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. The Private Client Tax Manager participates in client development and team management and conducts research to be current as a subject matter expert.
How you will contribute:
- Providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations
- Developing, building, and managing client relationships as part of the proposal process
- Participating in networking activities to further expand business opportunities and client relationships
- As a highly impactful team member, maintaining functional expertise and understanding of a client's business or family structure is essential to addressing client concerns and challenges
- Assisting with managing, developing, and coaching professional tax staff
- Reviewing and managing projects prepared by tax associates and seniors
- Effectively delegating responsibilities to others and monitoring efforts of engagement teams
- Proficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through the use of technology
- Successfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing
We are looking for people who have Forward Vision and:
- Dedication to client service
- Excellent supervisory and time management skills
- Exhibit effective communication and listening skills, enhancing problem-solving and communication for client, team, and operational performance
- Built a community of external advisors with which to network
Minimum Qualifications:
- 5 years or more of related experience in public accounting, law firm, or trust department
- Bachelor or graduate degree in accounting, finance, or a related field
- CPA license or J.D. degree and bar admission
- Experience managing multiple client engagements
#LI-CLTSP
#LI-LS1
-
Tax Manager | Private Client
4 months ago
Charlotte, United States FORVIS Full timeDescription & Requirements Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your flexibility to...
-
Tax Director | Private Client
4 months ago
Charlotte, United States FORVIS Full timeDescription & Requirements Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expand your flexibility to...
-
Tax Manager
4 weeks ago
Charlotte, United States FORVIS Full timeDescription & Requirements As a Tax Manager, you will have the opportunity to lead and develop a team while providing ultra-responsive customer service to our clients. If you have experience with managing tax advisory services, tax compliance, and tax provision to a diversified client base, this is the position for you! How you will contribute: Managing...
-
Tax Manager
4 weeks ago
Charlotte, United States Forvis Mazars, LLP Full timeGeneral informationNameTax - ManagerPosting TitleTax ManagerRef #2233668Date PublishedTuesday, September 10, 2024CityCharlotteStateNorth CarolinaCountryUnited StatesJob CategoryTaxOfficeCharlotte NC (Forvis)Advertised LocationUS-NC-CharlotteWorking timeFull TimeDescription & RequirementsAs a Tax Manager, you will have the opportunity to lead and develop a...
-
Tax Consultant
1 month ago
Charlotte, North Carolina, United States Tax Management Associates Full timeJob OpportunityWe are seeking a highly skilled and motivated Tax Consultant to join our team at Tax Management Associates. As a key member of our team, you will be responsible for performing full cost reconciliations on tangible personal property tax listings filed with various state and local tax departments.ResponsibilitiesAudit various businesses in...
-
Tax Senior Manager
4 weeks ago
Charlotte, United States Elliott Davis Full timeWHO 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 - are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our...
-
charlotte, United States Deloitte Full timePosition Summary Are you a strategic thinker with first-hand knowledge of the private equity and investment management industries? Do phrases like “cross border investment advisory” and “fund formation, hold, and exit reporting and consulting” peak your interest? Do you enjoy providing tax consulting and compliance services to U.S and foreign...
-
Tax Manager
3 weeks ago
Charlotte, United States Jobot Full timeJob DescriptionJob DescriptionTax Manager needed for Charlotte local CPA firm specializing in HNW and their flow through entitiesThis Jobot Job is hosted by: Ali MercadoAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $120,000 - $145,000 per yearA bit about us:We are a reputable accounting firm providing...
-
Tax Manager
2 weeks ago
Charlotte, United States Jobot Full timeJob DescriptionJob DescriptionTax Manager needed for Charlotte local CPA firm specializing in HNW and their flow through entitiesThis Jobot Job is hosted by: Kevin ShilneyAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $120,000 - $145,000 per yearA bit about us:We are a reputable accounting firm providing...
-
Tax Manager
5 days ago
Charlotte, United States Jobot Full timeJob DescriptionJob DescriptionTax Manager needed for Charlotte local CPA firm specializing in HNW and their flow through entitiesThis Jobot Job is hosted by: Davis GreinkeAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $120,000 - $145,000 per yearA bit about us:We are a reputable accounting firm providing...
-
Senior Tax Manager for High Net Worth Clients
4 weeks ago
Charlotte, North Carolina, United States Jobot Full timeJoin a dynamic CPA firm dedicated to providing exceptional client services to high-net-worth individuals and their entities.Key Responsibilities:Deliver comprehensive tax compliance services to UHNW clients, including tax planning and preparation.Collaborate with a diverse team to provide integrated services, including bill pay, payroll, and expense...
-
Senior Tax Manager
4 months ago
Charlotte, United States TalentBridge Full timeJob Title: Senior Tax ManagerSummary: We are seeking an experienced and strategic-minded Senior Tax Manager to lead our tax department. The Senior Tax Manager will be responsible for overseeing all aspects of tax planning, compliance, and strategy for our clients. The ideal candidate will have extensive knowledge of tax laws and regulations, strong...
-
Tax Controversy Manager
3 months ago
Charlotte, United States EisnerAmper Full timeJob Description 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 seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...
-
Tax Manager
6 months ago
Charlotte, United States Deloitte Full timePosition Summary Tired of Tax Compliance and Busy Season? You’ve earned your stripes as a tax specialist and tapped into the world of cutting-edge tax technology. You are not an expert in technology, but you can offer profound insight about how U.S. federal income tax models and computations work. If you have a passion for improving...
-
Manager, Tax Services
2 weeks ago
charlotte, United States GreerWalker CPAs and Advisors Full timeGreerWalker 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 approach through our client work and through our community service culture. We have been recognized as one of the nation's "Best of the Best" accounting firms by...
-
Manager, Tax Services
2 months ago
Charlotte, United States GreerWalker CPAs and Advisors Full timeGreerWalker 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 approach through our client work and through our community service culture. We have been recognized as one of the nation's "Best of the Best" accounting firms by...
-
Aveanna Private Duty Nurse LPN
3 weeks ago
Charlotte, United States HealthEcareers - Client Full timeAveanna Private Duty Nurse – LPN Aveanna’s Private Duty nurses assist our patients with transitioning home from the hospital and provide the continuous care needed to remain at home with their loved ones. We match our nurses to their patients based on skill, age, health condition, and acuity level. Our nurses make a positive and lasting impact on their...
-
Tax Manager
6 days ago
Charlotte, United States PYA P C Full timeJob DescriptionJob DescriptionYou can research our rankings, awards, growth, and accolades. You can see we’ve achieved over 40 years of growth, that we’ve maintained private ownership, that we work in every state with some of the largest brands in the world and with local businesses on their way there. All our success branches out from a simple...
-
Interim Tax Manager
4 months ago
Charlotte, United States Virtual Full timeLet Vaco serve as your advocate in presenting you to our top clients who are looking for investment banking professionals. At Vaco, we give you an advantage over your competition! Our recruiters have direct relationships with hiring managers, so they can connect your work experience to the open job—promoting your strengths to the manager while preparing...
-
Tax Senior
3 months ago
Charlotte, United States Clifton Larson Allen Full timeCLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and...