Senior Tax Manager: Hybrid Wealth Advisory for HNW Clients

Senior Tax Manager: Hybrid Wealth Advisory for HNW Clients

stevendouglasCharlotte, NC

yesterday

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Steven Douglas is seeking a Senior Tax Manager for its Wealth Management practice. The role focuses on leading the preparation and review of complex tax returns for high-net-worth clients and collaborating with financial advisors to integrate tax planning into wealth strategies. The position offers a hybrid work arrangement with required onsite presence during peak tax season, and opportunity to advise on tax-saving opportunities and planning for sophisticated client needs.

Also on the board Same function, level within a rung

Level

Senior

Location

Charlotte, NC

Occupation

Tax Preparers

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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