Top Tech Jobs & Startup Jobs in Charlotte, NC

Serve as lead tax advisor for ultra-high-net-worth families, building multi-year tax strategies, overseeing compliance and controversy matters, managing a team of UHNW tax professionals, coordinating with external advisors, identifying planning opportunities (including cross-border issues), and supporting business development and service model evolution.

Lead client relationships and manage preparation, review, and delivery of income tax returns, estimates, projections, and tax research for high-net-worth individuals, trusts, and businesses. Mentor tax staff, respond to notices, and communicate tax law changes to clients and advisors.

The Tax Manager I will lead client relationships, prepare and review tax returns, conduct tax research, and mentor staff in a supportive environment focused on high-net-worth clients.

Lead Relationship Expansion program delivery across assigned markets: activate markets, coach advisors 1:1 and in groups, partner with Managing Partners, track pipeline, and contribute to program design and continuous improvement.

Lead product strategy and execution for Mercers Investment Platform across Trading, Billing, Cash Management, Client Reporting, and Investment Proposal. Drive cross-functional initiatives, prioritize enhancements, manage integrations, support escalations, and ensure adoption and operational scale through stakeholder collaboration and process documentation.