FD
Charlotte, North Carolina, United States
Job Summary A Tax Manager works closely with partners, staff and clients. They are responsible for planning, managing, reviewing, and completing client engagements. Tax Managers provide proactive tax savings and profitability suggestions for our clients and work to attract new clients, cultivate client relationships, and serve as a key contact for designated clients.
Duties/Responsibilities
Manage and review complex tax returns for high net worth individuals, closely held businesses and trusts.
Understand client’s business needs, identify and analyze tax issues, and clearly articulate relevant tax issues, application of authority, and conclusions.
Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery.
Develop and maintain strong client relationships by providing exceptional service and understanding their business needs.
Ensure timely and accurate filing of client tax returns, meeting all regulatory deadlines.
Review work performed by team members, providing constructive feedback to ensure quality and accuracy.
Strong analytical skills and attention to detail, including the ability to interpret complex tax laws and regulations.
Extensive knowledge of federal, state, and local tax regulations.
Strong project management and organizational skills, with the ability to manage multiple engagements and deadlines simultaneously.
Education and Experience
A Bachelor’s degree and/or Master’s degree in Accounting.
Active CPA license.
5+ years of experience in HNW tax planning, compliance, and consulting in public accounting.
Deep understanding of estate, gift, and trust tax laws and their application.
Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles.
Familiarity with family office services and private foundation structures.
Proven expertise in overseeing complex client engagements and delivering high-quality client service.
Ability to develop tax planning strategies for clients.
Proficiency in tax preparation software (e.g., CCH Axcess) and Microsoft Office Suite.
Experience supervising, training, developing, and reviewing the work of staff and senior associates.
As set forth in Frazier & Deeter’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
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Job Summary A Tax Manager works closely with partners, staff and clients. They are responsible for planning, managing, reviewing, and completing client engagements. Tax Managers provide proactive tax savings and profitability suggestions for our clients and work to attract new clients, cultivate client relationships, and serve as a key contact for designated clients.
Duties/Responsibilities
Manage and review complex tax returns for high net worth individuals, closely held businesses and trusts.
Understand client’s business needs, identify and analyze tax issues, and clearly articulate relevant tax issues, application of authority, and conclusions.
Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery.
Develop and maintain strong client relationships by providing exceptional service and understanding their business needs.
Ensure timely and accurate filing of client tax returns, meeting all regulatory deadlines.
Review work performed by team members, providing constructive feedback to ensure quality and accuracy.
Strong analytical skills and attention to detail, including the ability to interpret complex tax laws and regulations.
Extensive knowledge of federal, state, and local tax regulations.
Strong project management and organizational skills, with the ability to manage multiple engagements and deadlines simultaneously.
Education and Experience
A Bachelor’s degree and/or Master’s degree in Accounting.
Active CPA license.
5+ years of experience in HNW tax planning, compliance, and consulting in public accounting.
Deep understanding of estate, gift, and trust tax laws and their application.
Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles.
Familiarity with family office services and private foundation structures.
Proven expertise in overseeing complex client engagements and delivering high-quality client service.
Ability to develop tax planning strategies for clients.
Proficiency in tax preparation software (e.g., CCH Axcess) and Microsoft Office Suite.
Experience supervising, training, developing, and reviewing the work of staff and senior associates.
As set forth in Frazier & Deeter’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
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