Tax Manager & Senior Manager, HNW and Estate Trust

Job overview

The Tax Manager & Senior Manager, HNW and Estate Trust role is listed in Charlotte, NC. Compensation is $140,000–$165,000 per year. The position leads complex engagements involving high-net-worth individuals, estates, trusts, and gift tax planning. The tax leader manages return review and client engagements, advises on wealth transfer and estate strategies, and coordinates with attorneys, investment advisors, and fiduciaries. The role also mentors tax staff and helps clients navigate fiduciary and estate tax compliance and planning.

What you'll do

• Manage and review individual, fiduciary Form 1041, estate Form 706, and gift tax Form 709 returns
• advise high-net-worth clients on estate planning, trust structuring, charitable giving, and wealth transfer
• lead engagements from planning through delivery
• mentor and train tax staff
• coordinate with attorneys, investment advisors, and fiduciaries
• monitor federal and state tax law
• identify planning opportunities and contribute to business development
• maintain client relationships.

What we're looking for

Skills & competencies

tax manager

senior manager

high-net-worth individuals

estate tax

trust tax

gift tax planning

cpa required

charlotte nc

macpower digital assets edge

$140k–$165k/year

public accounting

Work arrangement

• Weekend coverage required

Why this role

CPA required; MST, JD, or LLM in Taxation strongly preferred; focus on high-net-worth individuals, estates, trusts, and gift tax planning.

About the employer

Macpower Digital Assets Edge Private Limited is hiring for this role. Industry: Tax Preparation Services. Sector: 54.