Attorney in Charlotte, NC

In-House

Charlotte, NC

Attorney in Charlotte, NC

Non-practicing Attorney

Min 3 yrs required

No

Job Title: Tax Senior - Private Wealth

Job Responsibilities:
As a Tax Senior in the Private Wealth Tax practice, the primary responsibilities include performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns. The role involves preparing for and assisting in client meetings on compliance and consulting projects that are related to tax planning opportunities and assessing the tax implications of transactions for clients. The position requires delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns.

Education and Experience Information:
Required qualifications for the role include:
- A Bachelor's degree in accounting, finance, or another business-related field.
- Over 3 years of experience providing tax planning services or preparing and reviewing client work papers and income tax returns.
- Experience in reviewing trust documents.
- Proficiency in technology, particularly Microsoft Excel and compliance software, along with strong research and writing skills.
- The ability to perform job responsibilities within a hybrid work model that necessitates co-location in person 2 – 3 days per week.
- The ability to travel up to 25%, on average, depending on the work, clients, and industries/sectors served.
- One of the following active accreditations obtained, in process, or willingness to obtain:
- Licensed CPA in the state of practice/primary office if eligible to sit for the CPA.
- Licensed attorney or Enrolled Agent if not CPA eligible.
- Certifications such as Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP).

Preferred qualifications include:
- An advanced degree such as a Master of Science in Taxation (MST), Juris Doctor (JD), or Master of Laws (LLM).
- Prior experience with a Big 4 accounting firm.
- Strong communication, interpersonal, and organizational skills.
- Strong analytical skills and the ability to articulate conclusions, planning opportunities, and risks identified through research projects.

Salary Information:
The wage range for the Tax Senior role takes into account various factors, including skill sets, experience, training, certifications, and other business and organizational needs. The disclosed range estimate, which has not been adjusted for geographic differentials, is between $66,570 and $151,580. It is noted that it is not typical for an individual to be hired at or near the top of the range for their role, as compensation decisions are dependent on the facts and circumstances of each case. Additionally, candidates may be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program. The award, if any, depends on various factors, including individual and organizational performance.

Additional Information:
Applicants who require accommodation can find more information at the provided link. The company emphasizes the importance of recruiting tips, benefits, and professional development opportunities. The inclusive culture at the company empowers employees to contribute their unique perspectives and make a difference, fostering creativity and innovation to address complex client challenges. The company's purpose is to make an impact that matters for its people, clients, and communities, which is synonymous with their everyday work.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status, in accordance with applicable law. Applicants with criminal histories will be considered for employment in accordance with applicable state and local laws, including various fair chance ordinances.