Tax Manager (HNWI, Estates & Trusts)

About the job Tax Manager (HNWI, Estates & Trusts)

Tax Manager (HNWI, Estates & Trusts)
Location: Charlotte, NC, United States
Employment Type: Full-time

Position Summary

We are partnering with a leading fiduciary advisory firm to source a strategic and detail-oriented Tax Manager. In this role, you will lead complex engagements involving high-net-worth individuals, estates, trusts, and gift tax planningbuilding long-term client relationships and delivering tailored wealth-transfer solutions.

Key Responsibilities

• Manage and review complex individual, fiduciary (Form 1041), estate (Form 706) and gift tax (Form 709) returns
• Advise HNWI clients on estate planning, trust structuring, charitable giving and wealth-transfer strategies
• Lead client engagements from planning through delivery, ensuring top-quality service and full compliance
• Mentor and provide technical training to tax staff and seniors
• Coordinate tax strategies with attorneys, investment advisors and fiduciaries
• Monitor federal and state tax law developments affecting estates, trusts and wealthy individuals
• Identify new planning opportunities and support business development efforts

Qualifications

• CPA required; MST, JD or LLM in Taxation strongly preferred
• Public accounting or advisory experience focused on HNWIs, estates and trusts
• Deep knowledge of federal and state fiduciary and estate tax regulations
• Exceptional communication skills with the ability to simplify complex tax concepts
• Proven leadership and client-management track record
• Hands-on experience with tax software (e.g., CCH Axcess, ProSystem fx or similar)