Job Type
Full-Time Regular
Location
Fort Mill SC
Years Experience
0 — 0
Salary
$0.00 — $0.00

Carolina PRG has partnered with a locally based Corporate Headquarters that has an exciting opportunity for a High Net Worth Tax Manager to play a meaningful role on their Corporate tax team. You will report to the Head of Tax and work with the VP of Tax and founding partners. If you have a passion for High Net Worth Tax and enjoy the technical challenges of contributing to a thriving in-house Tax team, this is the perfect opportunity for you!

This position is part of a locally based Corporate tax team and involves working with high-net-worth investors, their returns, and other business returns.

**Hybrid role of 3 days in office per week**

Key Responsibilities:

  • Prepare intermediate to complex pass-through returns
  • Interact directly with partners to provide innovative tax planning, consulting, and compliance expertise and strategy
  • Keep informed of current tax developments and effectively apply tax knowledge to the partners' tax positions
  • Research and propose tax-related strategies to partners
  • Work with external investment partners to understand current and potential new investments and associated tax impact
  • Manage K-1's, 1099's, and other data collection necessary for tax preparation
  • Identify, analyze, and implement tax software to reduce manual data collection and input tasks
  • Work with the tax team to develop strategies to automate documentation flow and reduce manual processes
  • Support the tax team with the preparation of corporate federal and state tax compliance and reporting

Qualifications:

We're seeking a highly skilled Tax Professional with a strong background in high-net-worth individual tax returns. The ideal candidate will have:

  • Bachelor's degree in accounting or Master's in taxation
  • 5+ years' experience in tax preparation and consulting
  • Deep technical competence in high-net-worth person compliance and consulting matters, including tax planning and tax return compliance
  • Experience in intermediate to complex pass-through return compliance
  • Excellent organizational skills, polished communication, interpersonal skills, and a willingness to multi-task
  • Flexibility, sense of urgency, professionalism, and ability to maintain confidentiality of highly sensitive data
  • Hands-on experience with tax reporting software, Corptax or CCH preferred