Tax Manager (HNW + Real Estate Partnerships)

Job Description

Job Description

Family-feel CPA firm built on respect & quality clientele! Great tenure!

This Jobot Job is hosted by: Ruby Voight
Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.
Salary: $100,000 - $150,000 per year

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.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

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, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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. Company Description

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

Ready to find a good job? Create your profile today at Jobot.com.

Company Description

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.