Tax – Manager – High Net Worth with International Tax

Job Description

We are seeking an experienced Tax Manager who is a CPA or an IRS Enrolled Agent (EA) to lead engagements and manage our tax team. You will oversee a portfolio of clients, review complex returns, guide planning strategies, and develop senior and staff accountants. This role reports to a Tax Partner and is a key step on the path to Principal.
Review federal and North Carolina returns, including Forms 1040, 1065, 1120-S, 1120, 1041, and 990, for technical accuracy and quality
Serve as the primary client contact, advising on tax planning, entity structure, succession, and multi-state issues
Supervise, train, and mentor seniors, staff, and interns, and provide timely performance feedback
Partner with firm leadership on process improvement, technology adoption, and quality control
Support business development through client referrals, networking, and proposals
Stay current on tax law changes and share updates with the team and clients
Represent the firm in the Charlotte business and professional community

Bachelor’s degree in accounting or a related field
~6+ years of public accounting tax experience, including at least 2 years in a supervisory or review role
~ Strong technical knowledge of federal income tax law, including pass-through entities and multi-state taxation
~ Experience representing clients before the IRS and state taxing authorities
~ Proficiency with tax preparation and research software (e.g., CCH Axcess, UltraTax CS, GoSystem, RIA Checkpoint) and Microsoft Excel
~ Master’s degree in taxation or accountancy
North Carolina state and local tax experience
Experience with business transactions, partnership structuring, and succession planning
Established professional network in the Charlotte area

Strong leadership and coaching ability
Sound judgment and a high standard for quality
Excellent project management and prioritization
Performance-based bonus
~ Health, dental, and vision insurance
~Generous PTO and paid holidays
~ Flexible and hybrid work arrangements, with a seasonal busy-season schedule
~ This position is based in our Charlotte, NC office with hybrid flexibility. Extended hours are expected during tax season (roughly January through April and again before the October extension deadline), balanced by a lighter schedule in the off-season.