Attorney in Charlotte, NC

In-House

Charlotte, NC

Attorney in Charlotte, NC

Non-practicing Attorney

Min 8 yrs required

No

H1: Tax Senior Manager - Private Wealth - Investment Management (East Region City Locations)
H2: Join **MEMBERS ONLY**SIGN UP NOW***.'s Private Wealth Tax Practice

• Salary range: $119,490 to $272,090
• Job available in 22 locations
• 8+ years of experience in public accounting or equivalent
• Bachelor's degree in accounting, finance, or related field required
• Ability to work in a hybrid model (2-3 days per week in person)
• Strong communication and organizational skills
• Active accreditation such as CPA, attorney, enrolled agent, CFA, or CFP preferred
• Opportunity for professional development and mentorship
• Inclusive culture focused on sustainability, equity, and trust
• Equal opportunity employer

Position Summary:

• Leader and strategic thinker in taxation
• Deliver compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, and closely-held businesses
• Provide solutions to complex tax issues
• Train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors
• Lead client meetings and engagements
• Involved in marketplace eminence building and pursuits

What You'll Do:

• Perform high-level reviews of tax research and returns
• Lead client meetings on compliance and consulting projects
• Train, mentor, and supervise Tax Consultants and Tax Seniors
• Take on lead client-contact roles and billing and profitability analysis
• Be involved in marketplace eminence building and pursuits

The Team:

• Focuses on specialized needs of the ultra-affluent
• Provides comprehensive wealth transfer planning advice
• Helps clients make informed decisions regarding personal financial comfort, business and investment needs, family legacy, and charitable giving

Qualifications:

• Ability to work in a hybrid model
• 8+ years of experience in public accounting or equivalent
• Bachelor's degree in accounting, finance, or related field required
• Strong communication and organizational skills
• Active accreditation such as CPA, attorney, enrolled agent, CFA, or CFP preferred
• Knowledge of fund accounting and general ledger accounting preferred

Benefits:

• Competitive salary range
• Professional development and mentorship opportunities
• Inclusive culture focused on sustainability, equity, and trust
• Equal opportunity employer

**MEMBERS ONLY**SIGN UP NOW***.'s Purpose:

• Make an impact that matters for clients, people, and communities
• Advance sustainability, equity, and trust
• Inclusive culture that values diverse perspectives and creativity

Professional Development:

• Opportunities for employees at all levels
• Formal development programs and mentorship
• Continual growth throughout career

Equal Opportunity Employer:

• All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status
• Opportunity for accommodation for applicants with disabilities

Join **MEMBERS ONLY**SIGN UP NOW***.'s Private Wealth Tax Practice and make an impact that matters for clients, people, and communities.