Tax Manager POST NUMBER: 465562
Tax Manager – Compliance
Location: Charlotte, NC hybridWe are seeking an experienced Tax Manager to lead and oversee tax compliance for a diverse client base. This role is primarily compliance-focused and requires strong technical expertise, attention to detail, and the ability to manage complex filings while mentoring staff and maintaining client relationships.
Key Responsibilities
Tax Compliance & Review
Manage and review federal, state, and local tax returns for:
Partnerships and LLCs (multi-state)
S-Corporations
Trusts, estates, and high-net-worth individuals
Ensure timely and accurate preparation of complex tax filings, including K-1s, composite returns, and estimated tax payments.
Oversee compliance for multi-state and tiered partnership structures.
Identify and resolve technical tax issues related to pass-through taxation, basis, at-risk rules, and SALT considerations.
Client Management
Serve as a primary point of contact for assigned clients, responding to tax compliance questions and requests.
Communicate complex tax matters clearly and effectively to clients.
Coordinate with clients to gather information and ensure deadlines are met.
Team Leadership & Workflow Management
Review work prepared by seniors and staff; provide constructive feedback and technical guidance.
Manage engagement timelines, staffing, and workload to ensure efficient delivery of services.
Mentor and develop junior team members.
Process & Quality Control
Ensure compliance with firm policies, professional standards, and regulatory requirements.
Assist with improving tax compliance processes, documentation, and workflow efficiencies.
Support tax notices, audits, and correspondence with taxing authorities as needed.
Qualifications
Bachelor’s degree in Accounting or related field (Master’s in Tax preferred)
CPA required.
6–10 years of tax experience, primarily in public accounting.
Extensive experience with pass-through entities and high-net-worth individual tax compliance.
Strong knowledge of federal and multi-state tax regulations.
Experience reviewing complex tax returns and managing multiple engagements.
Proficiency in tax software and Microsoft Excel.
Strong organizational, communication, and leadership skills.
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