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Senior Private Client Tax Manager; HNW & Estates

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: 77 consultants
Full Time position
Listed on 2026-06-22
Job specializations:
  • Finance & Banking
  • Accounting
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
Position: Senior Private Client Tax Manager (HNW & Estates)
77 consultants is seeking an experienced tax professional in Charlotte, North Carolina to lead client engagements and provide advisory services. You will be responsible for managing tax returns for high-net-worth individuals and trusts, advising on estate planning, and developing comprehensive wealth management strategies. Ideal candidates should have a CPA designation, a degree in Accounting, and over 5 years of public accounting experience.

This role offers growth opportunities into senior leadership positions within the firm.
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Position Requirements
10+ Years work experience
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