Tax Manager
Tax Manager
Company Overview
Position Summary
Key Responsibilities
Technical Tax Expertise
Client Relationship Management
Team Leadership
Strategic Contributions
Qualifications
Required Credentials
Technical Skills
Soft Skills
Professional Requirements
Compensation and Benefits
Work Environment
Company Overview
Our clients prestigious CPA firm in Charlotte, NC, is seeking an experienced Tax Manager to join their growing team. They are a dynamic accounting practice known for providing exceptional tax strategy and compliance services to a range of clients including high-net-worth individuals, real estate investors, and complex business entities.
Position Summary
The Tax Manager will play a critical role in managing complex tax engagements, developing strategic tax planning solutions, and leading a team of tax professionals. This position requires a sophisticated understanding of individual and real estate tax regulations, with a focus on high-net-worth client portfolios or real estate investment trusts (REITs).
Key Responsibilities
Technical Tax Expertise
- Prepare and review complex individual tax returns for high-net-worth clients, including those with multiple income streams, investment properties, and international tax considerations
- Develop comprehensive tax strategies for REIT structures, real estate investments, and pass-through entities
- Manage multi-state and international tax compliance requirements
- Conduct in-depth tax research to identify planning opportunities and ensure full compliance with current tax laws
Client Relationship Management
- Serve as the primary point of contact for sophisticated clients with complex tax needs
- Develop and maintain relationships with high-net-worth individuals and real estate investment groups
- Provide proactive tax planning and advisory services
- Communicate complex tax concepts to clients in clear, understandable terms
Team Leadership
- Supervise and mentor junior tax professionals
- Review and quality check tax returns and tax planning documents
- Conduct performance evaluations and professional development coaching
- Contribute to the firm's training and professional development programs
Strategic Contributions
- Participate in business development efforts
- Identify and implement process improvements
- Assist in developing the firm's service offerings for HNW and real estate clients
- Represent the firm at professional networking events and industry conferences
Qualifications
Required Credentials
- Active CPA license in North Carolina
- Minimum of 5-7 years of tax management experience
- Extensive experience with individual tax returns for high-net-worth clients
- Proven expertise in real estate and REIT tax compliance and planning
Technical Skills
- Advanced knowledge of:
- Individual tax compliance and planning
- Real estate investment taxation
- REIT tax structures
- Multi-state tax issues
- Partnership and S-Corporation taxation
- Proficiency in professional tax software (e.g., ProSeries, Lacerte, UltraTax)
- Advanced Excel and data analysis skills
Soft Skills
- Exceptional communication and interpersonal abilities
- Strong leadership and team management capabilities
- Ability to manage multiple complex projects simultaneously
- Detail-oriented with high accuracy standards
- Strategic thinking and problem-solving skills
Professional Requirements
- Bachelor's degree in Accounting or Finance
- Master's degree in Taxation preferred
- Professional certifications beyond CPA (e.g., Personal Financial Specialist) are a plus
Compensation and Benefits
- Competitive salary commensurate with experience
- Performance-based bonus structure
- Comprehensive benefits package
- Professional development opportunities
- Flexible work arrangements
Work Environment
- Modern office location in Uptown Charlotte
- Collaborative and innovative firm culture
- Opportunity for professional growth and advancement
Charlotte, North Carolina
Up to £0.00 per annum
