Tax Manager | Private Client
4 weeks ago
Forvis Mazars' Private Client team is seeking a highly skilled Tax Manager to provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. As a trusted advisor, you will possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies.
Key Responsibilities- Provide tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations
- Develop and manage client relationships through the proposal process
- Participate in networking activities to expand business opportunities and client relationships
- Maintain functional expertise and understanding of a client's business or family structure to address client concerns and challenges
- Assist in managing, developing, and coaching professional tax staff
- Review and manage projects prepared by tax associates and seniors
- Effectively delegate responsibilities to others and monitor efforts of engagement teams
- Proficiently use technology tools in regular assignments and demonstrate a commitment to improving work processes through the use of technology
- Successfully research complex tax issues, apply findings to projects, and clearly communicate those findings in writing
- 5+ years 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
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Tax Director | Private Client
3 weeks ago
Charlotte, North Carolina, United States Forvis Mazars, LLP Full timeForvis Mazars' Private Client team is seeking a highly skilled Tax Director to provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. As a trusted advisor and member of various client service teams, you will possess significant knowledge of taxation compliance and consulting...
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Tax Consultant
4 weeks ago
Charlotte, North Carolina, United States Tax Management Associates Full timeJob OpportunityWe are seeking a highly skilled Tax Consultant to join our team at Tax Management Associates. As a Tax Consultant, you will be responsible for performing full cost reconciliations on tangible personal property tax listings filed with various state and local tax departments.Key Responsibilities:Audits of various businesses in multiple...
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Tax Manager
4 weeks ago
Charlotte, North Carolina, United States CPA Firm Full timeJob OverviewOur CPA firm is seeking a highly skilled Tax Manager to lead our Financial Services practice. The ideal candidate will have expertise in tax research, compliance, and staff supervision. Key ResponsibilitiesOversee all aspects of financial services tax engagementsConduct tax research and analysisEnsure tax compliance with relevant...
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Senior Tax Manager
4 weeks ago
Charlotte, North Carolina, United States Arrow Search Partners Full timeAbout the Company Our client is a leading investment adviser with a strong focus on global credit and special situations. The Senior Tax Manager will be responsible for overseeing and reviewing various aspects of the closed-end funds' tax compliance work. Responsibilities * Review federal, state, and international income tax estimates and tax returns for...
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Tax Consultant
4 weeks 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...
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International Tax Manager
4 weeks ago
Charlotte, North Carolina, United States KPMG Full timeJob Summary: KPMG is seeking a highly skilled International Tax Manager to join our team. As a key member of our International Tax practice, you will be responsible for providing expert tax advice to multinational enterprises on business decisions, such as where to locate and operate, choice of entity, how to optimize supply chains, and how to access and...
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NFP Tax Manager
4 weeks ago
Charlotte, North Carolina, United States Jobot Full timeAbout the RoleFully remote opportunity for a Tax Manager to lead our Nonprofit Practice, driving strategy development and implementation, profitability, and growth. Collaborate with service lines to provide high-quality client service and foster teamwork and innovation.ResponsibilitiesDevelop and maintain strong relationships with current and potential...
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Tax Services Manager
4 weeks ago
Charlotte, North Carolina, United States GreerWalker CPAs and Advisors Full timeAbout GreerWalker CPAs and AdvisorsWe are a prominent accounting and advisory firm serving privately owned middle-market companies and their owners. Our team is dedicated to providing exceptional service and support to the Charlotte and Greenville areas.Our firm has been recognized as one of the nation's "Best of the Best" accounting firms by Inside Public...
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Tax Manager
3 weeks ago
Charlotte, North Carolina, United States Cherry Bekaert Full timeAbout the RoleCherry Bekaert is seeking a highly skilled Tax Manager to join our Core Tax Services team in Louisville, Kentucky. As a Tax Manager, you will be responsible for managing client tax compliance needs, anticipating tax and business issues, and recognizing tax planning opportunities.Key ResponsibilitiesSolve complex tax problems for clients in...
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Tax Director
3 weeks ago
Charlotte, North Carolina, United States EisnerAmper Full timeAbout the RoleWe are seeking a Tax Director to join our Private Client Services (PCS) practice, with the ability to sit in multiple offices. As a key member of our team, you will be responsible for reviewing tax projections, tax workpapers, and tax returns, specifically Federal and State Individual and Fiduciary tax returns.Key ResponsibilitiesOversee and...
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Senior Tax Manager
3 weeks ago
Charlotte, North Carolina, United States Arrow Search Partners Full timeAbout the RoleThe Senior Tax Manager will be responsible for managing and reviewing different aspects of the closed-end funds tax compliance work. This includes reviewing federal, state, and international income tax estimates and tax returns for partnerships and corporations, as well as preparing quarterly tax projections for funds and tax provisions for SPV...
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Senior Tax Manager for High Net Worth Clients
2 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...
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Tax Manager
4 weeks ago
Charlotte, North Carolina, United States Elliott Davis Full timeUnlock Your Potential as a Tax Manager at Elliott DavisWe're seeking a highly skilled Tax Manager to join our team at Elliott Davis. As a Tax Manager, you will be responsible for providing exceptional tax services to our clients, while also leading and developing our tax team.Key Responsibilities:Manage multiple tax accounting projects and customer...
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Senior Manager, International Tax Expert
4 weeks ago
Charlotte, North Carolina, United States KPMG Full timeJob Summary:As a Senior Manager in our International Tax practice, you will play a key role in advising multinational enterprises on business decisions, such as where to locate and operate, choice of entity, how to optimize supply chains, and how to access and mobilize capital to fund global operations. You will prepare and review complex tax models...
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Senior Manager, Tax Services Expert
4 weeks ago
Charlotte, North Carolina, United States GreerWalker Full timeJob OverviewGreerWalker is a prominent accounting and advisory firm serving privately owned middle-market companies and their owners. We are committed to helping you achieve your goals by providing a healthy work-life balance, continuous professional development, and meaningful work that connects you to your community.Key ResponsibilitiesLead tax preparation...
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Senior Tax Manager
3 weeks ago
Charlotte, North Carolina, United States TalentBridge Full timeJob Title:Senior Tax Manager Summary: We are seeking a seasoned and strategic-minded Senior Tax Manager to lead our tax department at TalentBridge. The ideal candidate will have extensive knowledge of tax laws and regulations, strong leadership skills, and a proven track record of delivering high-quality tax services.Responsibilities: Lead and manage the tax...
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Senior Tax Manager
3 weeks ago
Charlotte, North Carolina, United States TalentBridge Full timeTax Planning and Compliance LeaderWe are seeking a seasoned tax professional to lead our tax department and drive strategic tax planning and compliance initiatives. The ideal candidate will have extensive knowledge of tax laws and regulations, strong leadership skills, and a proven track record of delivering high-quality tax services.Key...
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Tax Senior Manager
4 weeks ago
Charlotte, North Carolina, United States Cherry Bekaert Advisory, LLC Full timeJob Title: Tax Senior ManagerCherry Bekaert Advisory, LLC is seeking a highly skilled Tax Senior Manager to join our team in Charlotte, NC.About the RoleThe successful candidate will be responsible for managing client tax compliance needs, anticipating tax and business issues, and recognizing tax planning opportunities. As a Tax Senior Manager, you will be...
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Tax Services Manager
4 weeks ago
Charlotte, North Carolina, United States KPMG Full timeBusiness Title: Manager, Asset Management PartnershipsRequisition Number:Function: Tax ServicesArea of Interest:State:NCCity: CharlotteDescription:At KPMG, you will have the opportunity to work with a dynamic team at one of the world's top tax firms, providing tax compliance and advisory services to pass-through entities, partnerships, and family offices for...
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Tax Services Manager
3 weeks ago
Charlotte, North Carolina, United States Kabat, Schertzer, De La Torre, Taraboulos & Co. Full timeWe are seeking a highly motivated Tax Services Manager to join our team at Kabat, Schertzer, De La Torre, Taraboulos & Co. in Charlotte, NC. As a Tax Services Manager, you will be responsible for providing innovative tax services to our clients, including planning, research, compliance, and general mergers and acquisitions activities.Key...