High Net Worth Tax Manager

Posted 16 Days Ago
Be an Early Applicant
Charlotte, NC
Senior level
AdTech • Big Data • Digital Media • Marketing Tech • Mobile
We close the loop between consumers and brands.
The Role
The High Net Worth Tax Manager will prepare and review individual and business tax returns, provide innovative tax planning and consulting expertise, and manage tax compliance for partners. This role includes research on tax strategies and the use of tax software to improve processes and efficiency.
Summary Generated by Built In

Red Ventures tax team is seeking a Tax Professional with experience in high-net worth individual tax returns; including analysis, preparation, review, and filing of state and local, federal, as well as international taxes. This position reports to Red Ventures Vice President of Tax. This role will be based out of the Fort Mill, SC headquarters location on a hybrid schedule; estimated 3 days/week in the office and 2 days/week remote.

What You'll Do

  • 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
  • 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
  • Work with Red Ventures tax team and subject matter experts as needed

What We're Looking For

  • Bachelor's degree in accounting, Master’s in taxation preferred
  • 5+ years' experience preferred
  • 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
  • International tax experience is a plus
  • Team player with excellent organizational skills, polished communication, interpersonal skills, and a willingness to multi-task
  • Flexibility, sense of urgency, professionalism, and ability to maintain confidentiality of highly sensitive data
  • Hands on experience with tax reporting software, Corptax or CCH preferred
  • Individual must be based in, or willing to relocate to, the Charlotte, NC area
  • CPA certification or candidate preferred
  • Knowledge of Alteryx, Automation Anywhere or Process Automation Software is a plus

Compensation

  • Cash Compensation Range: $130,000 - $190,000*
    *Note actual salary is based on geographic location, qualifications, and experience. 

Additionally, the following benefits are provided by Red Ventures, subject to eligibility requirements.

  • Health Insurance Coverage (medical, dental, and vision)
  • Life Insurance
  • Short and Long-Term Disability Insurance
  • Flexible Spending Accounts
  • Paid Time Off
  • Holiday Pay
  • 401(k) with match
  • Employee Assistance Program
  • Paid Parental Bonding Benefit Program

Who We Are

Founded in 2000, Red Ventures (RV) is home to a diverse portfolio of industry-leading brands and businesses, strategic partnerships and proprietary technology – including Bankrate, Lonely Planet, CNET, The Points Guy, BestColleges and more. Together, RV helps millions of people worldwide make life’s most important decisions, accelerates digital adaptation, and innovates the online consumer experience by improving every step of the consumer journey – from first discovery of information, throughout the decision-making process, to transactions. Headquartered south of Charlotte, NC, Red Ventures employs thousands of people across the US and Puerto Rico, with international offices in the UK and Brazil. For more information, visit https://redventures.com and follow @RedVentures on social platforms.

We offer competitive salaries and a comprehensive benefits program for full-time employees, including medical, dental and vision coverage, paid time off, life insurance, disability coverage, employee assistance program, 401(k) plan and a paid parental leave program.

Red Ventures is an equal opportunity employer that does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or any other basis protected by law. Employment at Red Ventures is based solely on a person's merit and qualifications. 

We are committed to providing equal employment opportunities to qualified individuals with disabilities. This includes providing reasonable accommodation where appropriate. Should you require a reasonable accommodation to apply or participate in the job application or interview process, please contact [email protected]

If you are based in California, we encourage you to read this important information for California residents linked here.

#LI-LM2 #LI-HYBRID

Click here for more details regarding the employee privacy policy: https://www.redventures.com/legal/us-emp-privacy-notice

Questions about this Privacy Notice can be directed to [email protected]. Alternatively, you may raise any questions or concerns to your manager, HR Business Partner, or through the Privacy Team.

The Company
HQ: Fort Mill, SC
4,000 Employees
Hybrid Workplace
Year Founded: 2000

What We Do

Red Ventures is a portfolio of digital companies that brings consumers and brands together through powerful, customized online experiences. We use online marketplaces, strategic partnerships and passionate people to unleash transformative digital growth and solve complex problems across a variety of industries.

Why Work With Us

The culture here is fast-paced and innovative, with a “work-hard, play hard” mentality. We’re what happens when you cross a tech start-up with a rapidly-growing global company.

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