Senior Tax Manager: Hybrid Wealth Advisory for HNW Clients

Posted today

stevendouglasCharlotte (NC)

Tax Preparers Portfolio Management and Investment Advice

SENIORITY

Senior

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About the role

StevenDouglas 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.

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