Tax Manager & Senior Manager (HNW/Estate Trust)

Tax Manager & Senior Manager (HNW/Estate Trust)Tax Manager & Senior Manager (HNW/Estate Trust)1 day ago Be among the first 25 applicantsMacpower Digital Assets Edge formerly MDA Edge provided pay rangeThis range is provided by Macpower Digital Assets Edge formerly MDA Edge. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay range$140,000.00/yr - $165,000.00/yrPosition Summary: We are seeking a strategic and detail-oriented Tax Manager to lead complex engagements involving 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 ResponsibilitiesManage and review complex individual, fiduciary (Form 1041), estate (Form 706), and gift tax (Form 709) returnsAdvise HNWI clients on estate planning, trust structuring, charitable giving, and wealth transfer strategiesLead client engagements from planning through delivery, ensuring high-quality service and complianceProvide oversight, mentoring, and technical training to tax staff and seniorsLiaise with attorneys, investment advisors, and fiduciaries to coordinate tax strategiesStay current on federal and state tax laws impacting estates, trusts, and wealthy individualsIdentify planning opportunities and contribute to business development activitiesMaintain strong client relationships and serve as the go-to tax resourceBasic Qualifications:CPA required; MST, JD, or LLM in Taxation strongly preferredMinimum 57 years of public accounting experience, with a focus on HNWIs, estates, and trustsIn-depth knowledge of federal and state fiduciary and estate tax lawsExcellent communication skills with the ability to convey complex tax concepts to clientsProven leadership and client management abilitiesExperience with tax software (e.g., CCH Axcess, ProSystem fx, or similar)Seniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionAccounting/Auditing and FinanceIndustriesStaffing and RecruitingReferrals increase your chances of interviewing at Macpower Digital Assets Edge formerly MDA Edge by 2xSign in to set job alerts for “Senior Tax Manager” roles.Charlotte, NC $130,000.00-$150,000.00 1 week agoSenior Tax Manager, Planning and Business SupportCharlotte, NC $149,515.00-$175,900.00 2 days agoCharlotte - Accounting and Finance Professionals – Senior Associates, Associate Managers & ManagersRemote Accounting Manager - Growing Company!Charlotte, NC $95,000.00-$105,000.00 1 week agoCharlotte, NC $125,000.00-$150,000.00 1 week agoCharlotte, NC $95,000.00-$120,000.00 1 week agoSenior Accounting Manager - Investment OperationsCharlotte, NC $125,000.00-$150,000.00 3 weeks agoCharlotte, NC $95,000.00-$115,000.00 1 week agoTax Director - Movement Holding Company LLCIndian Land, SC $158,400.00-$203,000.00 1 week agoTax Director - Mergers & Acquisitions (Private Equity)Charlotte, NC $120,000.00-$300,000.00 2 weeks agoCharlotte, NC $105,000.00-$120,000.00 1 day agoAccounting Manager - Hybrid in Charlotte, NC!Mergers and Acquisition Partnership Tax, Senior ManagerCharlotte, NC $124,000.00-$335,000.00 2 weeks agoMergers and Acquisition Partnership Tax, Senior ManagerCharlotte, NC $124,000.00-$335,000.00 2 weeks agoAccounting Manager - Tremendously Growing Company!Charlotte, NC $95,000.00-$105,000.00 1 week agoWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

Created: 2025-09-17