An expanding Multi-Family Office in Charlotte, NC, seeks candidate with UHNW tax experience to counsel clients. (25mm+ client range)

• Manage client engagements with the goal of developing complex wealth planning solutions and strategies
• Emphasis on high-touch client service and deep technical planning
• Extensive opportunity to take on new responsibilities and advance within the organization
• First point of contact with clients
• Requires 8+ years' of experience
• Interested in candidates from Law firms, CPA firms and Wealth Management Firms, preferably with JD or CPA
• Hands-on, operational mindset with attention to detail
• Competitive salary and benefits
• Flexible work options and potential for growth within the firm

~Relocation Assistance Available~