Tax Manager or Senior Manager HNW/Estate Trust

Position Summary

PostJobMatches By WorkStaff USA is a leading staffing agency in the job placement industry, providing top-notch professionals to facilities across the country. Our team of experienced recruiters work together to match the best candidates with the right job opportunities.

Today we are hiring a Tax Manager or Senior Manager HNW/Estate Trust for our client in Charlotte, NC  We are seeking a strategic and detail-oriented Tax Manager to lead complex engagements involving High-Net-Worth Individuals-HNWIs, Estates, Trusts, and gift tax planning. The ideal candidate is a tax leader who enjoys building long-term client relationships and navigating nuanced tax situations involving wealth, succession, and legacy planning.

 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 high-quality service and compliance
• Provide oversight, mentoring, and technical training to tax staff and seniors
• Liaise with attorneys, investment advisors, and fiduciaries to coordinate tax strategies
• Stay current on federal and state tax laws impacting estates, trusts, and wealthy individuals
• Identify planning opportunities and contribute to business development activities
• Maintain strong client relationships and serve as the go-to tax resource

 Qualifications

• CPA required; MST, JD, or LLM in Taxation strongly preferred
• Minimum 5–7 years of public accounting experience, with a focus on HNWIs, estates, and trusts
• In-depth knowledge of federal and state fiduciary and estate tax laws
• Excellent communication skills with the ability to convey complex tax concepts to clients
• Proven leadership and client management abilities
• Experience with tax software (e.g., CCH Axcess, ProSystem fx, or similar)