Tax Manager (HNW + Real Estate Partnerships)

A bit about us :

We're more than accountants - we're trusted advisors. Based in the heart of Charlotte, our mid-sized CPA firm specializes in serving high-net-worth individuals and real estate professionals with tailored tax, accounting, and financial guidance.

We believe that successful client relationships start with a deep understanding of your unique goals. Whether you're growing your real estate portfolio or navigating complex tax planning strategies, our experienced team takes a proactive, advisory-first approach to help you preserve wealth, minimize risk, and plan for the future.

Equally important to us is the well-being of our team. We prioritize a culture of balance, flexibility, and mutual respect - because we know that when our people thrive, our clients benefit. With us, you'll find a responsive, knowledgeable team that values long-term partnerships and a workplace that supports professional growth without sacrificing personal priorities.

If you are a Tax Manager with partnership and family office experience looking to be challenged at work and love the people you work with, please apply today!

Why join us?

• Great tenure for our industry!
• Huge growth and promotional opportunity!
• Strong compensation!
• 4+ weeks of PTO and holidays!
• Bonus + annual raises!
• Fun firm events!
• Complex clients & advisory & compliance mix!

Job Details

Job Details :

We are seeking an experienced and dynamic individual for the role of Permanent Tax Manager (HNW + Real Estate Partnerships) in our Accounting + Finance department. This is a unique opportunity for an ambitious professional to join a growing team and make a significant impact on the business. The successful candidate will be responsible for managing a portfolio of high net worth individuals and real estate partnerships, providing strategic tax planning and compliance services. This role requires a high level of technical expertise, excellent client service skills, and a minimum of 5 years of relevant experience.

Responsibilities :

1. Manage a portfolio of high net worth individuals and real estate partnerships, providing strategic tax planning and compliance services.

2. Prepare and review complex tax returns and projections for high net worth individuals, partnerships, corporations, and trusts.

3. Research and advise clients on a variety of tax issues, including estate planning, wealth transfer, business succession, and real estate transactions.

4. Develop and maintain strong client relationships, providing exceptional client service on a day-to-day basis.

5. Collaborate with team members and other departments to ensure the accuracy and completeness of all tax-related documents and reports.

6. Keep up-to-date with the latest tax laws and regulations, and provide guidance and training to junior staff members.

7. Lead and manage multiple tax engagements to deliver quality tax services for our clients.

8. Identify and mitigate tax risks and opportunities.

Qualifications :

1. Bachelor's degree in Accounting, Finance, or related field & CPA license. A Master's degree in Taxation would be an advantage.

2. Minimum of 5 years of experience in a public accounting firm with a focus on high net worth individuals and real estate partnerships.

3. Proficient in the use of CCH or equivalent tax software.

4. Strong knowledge of federal and state tax laws and regulations.

5. Excellent analytical and problem-solving skills.

6. Exceptional client service skills, with the ability to build and maintain strong client relationships.

7. Ability to work independently and as part of a team, managing multiple projects and deadlines.

8. Strong leadership skills, with the ability to mentor and develop junior staff members.

9. Excellent written and verbal communication skills.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com / legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and / or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here : jobot.com / privacy-policy