Frazier & Deeter
High Net Worth Senior Tax Manager
Frazier & Deeter, Charlotte, North Carolina, United States, 28245
Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With offices in Atlanta, Alpharetta, Charlotte, Huntsville, Las Vegas, London, Nashville, Pensacola, Tampa and Winter Haven, there is a spot for you!
We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.
At Frazier & Deeter, we’re committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.
Job Summary A Senior Tax Manager works closely with partners, as well as staff and clients and is responsible for planning, managing, reviewing, and completing client engagements. FD is looking for a motivated individual that will become an integral part of the firm and serve as a leader in the office.
Our professionals have one goal in mind when working with clients – to help them minimize their tax liability while keeping them in compliance with ever-changing tax laws. In addition to providing consulting and compliance tax services, our professionals offer several additional services, including stock option planning and international tax advice. We also provide expert consultation regarding tax implications on investments, mergers and acquisitions, reorganizations, and liquidations.
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.
Lead client meetings and presentations, demonstrating strong communication skills and the ability to articulate tax-related concepts clearly and effectively
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
Work closely with partners, senior managers, seniors, and staff to integrate practice development skills into a team approach to client service and new business development
Monitor engagement profitability through managing budgets, billing, and client expectations effectively
Education and Experience
A Bachelor’s degree and/or Master’s degree in Accounting.
Active CPA license.
8+ 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
hybrid
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We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.
At Frazier & Deeter, we’re committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.
Job Summary A Senior Tax Manager works closely with partners, as well as staff and clients and is responsible for planning, managing, reviewing, and completing client engagements. FD is looking for a motivated individual that will become an integral part of the firm and serve as a leader in the office.
Our professionals have one goal in mind when working with clients – to help them minimize their tax liability while keeping them in compliance with ever-changing tax laws. In addition to providing consulting and compliance tax services, our professionals offer several additional services, including stock option planning and international tax advice. We also provide expert consultation regarding tax implications on investments, mergers and acquisitions, reorganizations, and liquidations.
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.
Lead client meetings and presentations, demonstrating strong communication skills and the ability to articulate tax-related concepts clearly and effectively
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
Work closely with partners, senior managers, seniors, and staff to integrate practice development skills into a team approach to client service and new business development
Monitor engagement profitability through managing budgets, billing, and client expectations effectively
Education and Experience
A Bachelor’s degree and/or Master’s degree in Accounting.
Active CPA license.
8+ 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
hybrid
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