Director of Tax – Endowment & Philanthropic Services in Charlotte,
Posted 09/09/22


  • Fortune 100 Financial Services Company
  • 100-year history of dedication to customer satisfaction, success and growth
  • Tremendous growth and new business strategy leading to the need for new talent
  • Significant investments in cutting-edge technology


  • Culture: Excellent work environment that fosters collaboration
  • Growth: Ability to make an impact on the direction of the organization
  • Opportunity: Gain hands-on experience working with cutting-edge technology
  • Stability: Recent financial performance of the company has reported record profits


  • Manage the annual tax reporting cycle and assist the team with the preparation of IRS Forms 5227, 1041 and other state and federal returns for gifts of complex assets such as residential and commercial real estate, partnership interests and tangible personal property.
  • Perform accurate tax research and apply laws and regulations to client situations.
  • Stay abreast of relevant federal and state law developments.
  • Manage tax team including performance management, technical training, career development, budgeting, and recruiting.
  • Thrive in a dynamic environment steeped in a culture of ongoing process improvement yet be nimble enough to manage the impact of transformational decisions


  • Trust tax industry and knowledge of tax reporting industry practices required.
  • Experience with charitable remainder and lead trust tax reporting preferred.
  • Advanced competencies in trust and tax law. Knowledge of federal and state income, estate and gift tax. Knowledge of the Revised Uniform Principal and Income Act and state trust laws. Expert knowledge of planned giving vehicles preferred.
  • Experience in Internal Revenue Service practice and procedure and representing taxpayers with the IRS and state tax agencies required.
  • Experience with tax research tools and tax preparation software.
  • Highly effective verbal and written communication skills to support interactions with a broad range of business partners, including software developers, technical specialists, and business end-users preferred
  • Ability to work effectively under time pressure and meet firm deadlines.
  • Ability to coordinate, manage, and lead cross-function and functional teams.
  • Employee Type: Direct Hire
  • Location: Charlotte,
  • Category: Accounting and Finance
  • Date Posted: 09/09/22
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Apply Today!

Apply Today!

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