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Tax Manager
Confirmed live in the last 24 hours
Charlotte, NC, USA
Experience Level
  • Deep technical competence in high-net-worth person compliance and consulting matters, including tax planning and tax return compliance
  • Experience in intermediate to complex pass-through return compliance
  • Team player with excellent organizational skills, polished communication, interpersonal skills, and be willing to multi-task
  • Flexibility, sense of urgency, professionalism, and ability to maintain confidentiality of highly sensitive data
  • Bachelor's degree in accounting, Master's in taxation preferred
  • Prefer two or more years in tax accounting for high-net-worth individuals
  • Hands on experience with tax reporting software, Corptax or CCH preferred
  • Individual must be based in, or willing to relocate to, Charlotte area
  • CPA certification or candidate preferred
  • Work closely with Red Ventures partners to provide tax preparation services for high-net-worth individuals and other business returns
  • Prepare intermediate to complex pass-through returns
  • Interact directly with partners to provide innovative tax planning, consulting, and compliance expertise and strategy
  • Keep informed of current tax developments and effectively apply tax knowledge to the partners tax positions
  • Research and propose tax related strategies to partners
  • Work with external investment partners to understand current and potential new investments and associated tax impact
  • Work with Red Ventures tax team and subject matter experts as needed
  • Manage K-1's, 1099's, and other data collection necessary for tax preparation
  • Identify, analyze, and implement tax software to reduce manual data collection and input tasks
  • Working with the Red Ventures tax team to develop strategies to automate documentation flow and reduce manual processes
  • Support Red Ventures tax team with the preparation of corporate federal and state, tax compliance and reporting
Desired Qualifications
  • Knowledge of Alteryx, Automation Anywhere or Process Automation Software is a plus