Tax Advisor: Client-Focused Planning & Wealth Advisory

Connect Search

Charlotte, NC

JOB DETAILS
SKILLS
Customer Relations, High Net Worth, Leadership, Tax Accounting, Tax Planning
LOCATION
Charlotte, NC
POSTED
1 day ago

Connect Search, LLC in Charlotte, NC is seeking a Tax Advisor to work closely with clients, lead tax planning discussions, and provide advisory services beyond traditional compliance. This role offers exposure to high-net-worth individuals, estates, trusts, and family wealth structures within a holistic advisory team.The leadership team focuses on developing future leaders within the tax practice, offering long-term growth beyond routine work and direct client interaction with business owners#J-18808-Ljbffr

About the Company

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Connect Search