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General information

Name
Manager, Tax
Posting Title
Manager, Tax - Private Equity
Ref #
2236101
Date Published
Friday, November 21, 2025
City
Charlotte
State
North Carolina
Country
United States
Job Category
Tax
Advertised Location
US-NC-Charlotte
Working time
Full Time

Description & Requirements

The Tax team is dedicated to helping clients navigate a complex tax landscape with clarity and confidence. Our team delivers practical, forward-thinking guidance tailored to each client’s goals, offering reliable support through change, growth, and opportunity.

What You Will Do: 
  • Manage tax compliance and advisory services for individuals (Forms 1040, 1040-NR), partnerships (Form 1065), and corporations (Forms 1120, 1120-S) across a variety of industries
  • Conduct in-depth research on complex tax matters, apply insights to client engagements, and communicate findings clearly through well-structured written reports 
  • Review tax return preparations completed by other staff to ensure accuracy and compliance with regulatory standards 
  • Engage proactively with senior client stakeholders to identify tax issues, offer insights, and implement practical solutions 
  • Drive client service excellence by setting high standards for responsiveness and quality, fostering long-term relationships as a trusted advisor and strategic partner in client success
  • Support client growth and retention through strategic planning and business development 
  • Contribute to business development by helping with proposals, showcasing firm value, and supporting client acquisition 
  • Mentor and manage tax professionals, providing coaching, performance feedback, and career development support to build a high-performing, collaborative team 
  • Manage resources, budgets, and project workflows to resolve scheduling conflicts and ensure the timely, cost-effective delivery of client engagements 
  • Maintain technical expertise through ongoing Continuing Professional Education (CPE), ensuring compliance and staying ahead of industry trends and regulatory changes 
  • Contribute to thought leadership by authoring technical publications and leading internal training sessions to elevate firm-wide knowledge and capabilities 
  • Represent the firm at industry events and networking forums, enhancing brand visibility and cultivating new business opportunities 

Minimum Qualifications:
  • Bachelor's Degree in Accounting, Taxation or related field
  • 5+ years of relevant progressive tax experience in public accounting, or a combination of corporate tax and public accounting 
  • CPA License 
  • Proficiency in Microsoft Office Suite
  • Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays. 

Preferred Qualifications: 
  • Master’s Degree in related field
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