Job Type
Full-Time Regular
Location
Charlotte NC
Years Experience
5 — 10
Salary
$0.00 — $0.00

Carolina PRG has partnered with a boutique CPA firm dedicated to delivering personalized, high-quality tax and advisory services to high-net-worth individuals, families, and closely held businesses to help them identify their next Tax Manager (Partnership opportunity). The firm values strong relationships, technical excellence, and forward-thinking guidance. As they continue to grow, they are seeking a Tax Manager who shares our commitment to client success and who is motivated by the opportunity to build a long-term career with a path to partnership.

Position Overview:
The Tax Manager will serve as a trusted advisor to our high-net-worth clients, providing comprehensive tax planning, compliance, and consulting services. This individual will play a critical role in managing client relationships, reviewing complex tax returns, identifying planning opportunities, and ensuring accuracy and compliance. The role is ideal for someone who is entrepreneurial, client-focused, and eager to grow into a future Partner of the firm.

Key Responsibilities:

  • Manage a portfolio of high-net-worth clients, providing proactive tax planning and advisory services.
  • Prepare and review individual, fiduciary, partnership, and corporate tax returns.
  • Develop and implement tax strategies that align with client financial goals.
  • Research complex tax issues and communicate findings in a clear, actionable way.
  • Build and maintain strong client relationships through responsiveness, expertise, and trust.
  • Supervise, mentor, and develop junior staff members.
  • Assist with business development initiatives and contribute to the growth of the firm.
  • Support the firm’s leadership in operational and strategic initiatives, preparing for future partnership opportunities.

Qualifications:

  • CPA license required.
  • 5+ years of progressive tax experience in public accounting
  • Strong technical knowledge of federal, state, and local tax laws.
  • Proven ability to manage multiple projects and deadlines effectively.
  • Excellent communication and interpersonal skills, with the ability to explain complex tax concepts clearly.
  • Leadership experience, including staff supervision and mentoring, preferred.
  • Entrepreneurial mindset with a long-term interest in becoming a Partner.