Top 14 Registered wealth management client Jobs in Chapel Hill, Nc

Tax Manager - $125k-$150k - Hybrid
Everforth, Cybercoders —Raleigh, NC
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- CPA
- 5 years
- Paid holidays
- Health insurance
Quick Apply
2d
Wealth Management Associate
Curi Capital —Raleigh, NC
- $60,000 - $70,000 a year
- Hybrid work
- Research
- Office
- Finance
- Paid holidays
- Disability insurance
Client Service Advocate - Hightower Signature Wealth
HighTower Advisors —Chapel Hill, NC
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
3d
J.P. Morgan Wealth Management - Private Client Advisor - Cary, NC
JPMorganChase —Cary, NC
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Client Service Associate - NR
Stifel —Chapel Hill, NC
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Senior Wealth Advisor
Beacon Pointe Advisors LLC —Raleigh-Durham, NC
- $125,000 - $175,000 a year
- 5 years
- Finance
- Bachelor's degree
Medical Field Case Manager
Enlyte —Raleigh, NC
- $70,600 - $80,000 a year
- Full-time
- Nursing
- Microsoft Outlook
- RN License
- Travel reimbursement
- Health savings account
7d
Registered Wealth Management Client Associate
Bank of America —Raleigh, NC
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Director of Operations - Building Enclosure Consulting
LERCH BATES —Raleigh, NC
- $120,000 - $150,000 a year
- Full-time
- Background check
- Construction site
- Pass drug screening
- Paid holidays
- Dental insurance
Product Solutions Engineer
Envestnet —Raleigh, NC
- $71,200 - $88,800 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Bachelor's degree
- Paid parental leave
- Disability insurance
Neonatal Nurse Practitioner (NNP) - Peds Neonatology
UNC Health —Chapel Hill, NC
- Full-time
- Nursing
- No experience needed
- Mid-level
Registered Client Service Associate - Raleigh, NC
LPL Employee Services —Raleigh, NC
- $25.85 - $43.08 an hour
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Paid time off
Quick Apply
Financial Professional Healthcare RN/NP/RCP
Precision Financial —United States
- $76,683.85 - $92,350.44 a year
- Part-time
- Remote
- Background check
- RN License
- Mid-level
- Professional development assistance
- Flexible schedule
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3d

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Tax Manager - $125k-$150k - Hybrid
Everforth, Cybercoders —Raleigh, NC
Strong technical knowledge of federal and state tax law, with a proven ability to perform tax research and interpret new guidance.
$125,000 - $150,000 a year
Quick Apply
2d
Wealth Management Associate
Curi Capital —Raleigh, NC
Participate in 1-4 client or prospect meetings or calls each week. Research and communicate the resolution of complex problems and implement solutions.
$60,000 - $70,000 a year

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Wealth Management Advisor
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Premier Client Banker - PNC Wealth Management
PNC Financial Services Group —Hilliard, OH
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
$63,750 - $106,250 a year

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registered wealth management client jobs near chapel hill, nc

Tax Manager - $125k-$150k - Hybrid

Everforth, Cybercoders -
Raleigh, NC

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Job Details

Full-time
$125,000 - $150,000 a year
2 days ago

Benefits

Paid holidays
Health insurance
Unlimited paid time off
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

Microsoft Excel
Customer relationship building
CPA
Team leadership
Partnership tax expertise
Supervising experience
Bachelor's degree
Project management experience in finance
Document review
Leading team collaboration initiatives
Tax preparation software
Document management systems

Full Job Description

Tax Manager

Tax Manager

Position Overview

We are seeking an experienced Tax Manager to lead and manage tax compliance, planning, and consulting for a diverse portfolio of clients. In this dynamic leadership role, you will oversee the preparation and review of federal, state, and local tax returns, provide strategic tax advice, and supervise a team of dedicated tax professionals to ensure timely, accurate deliverables and exceptional client service.

This role requires a licensed CPA and strong technical tax knowledge. Direct experience with partnerships, high-net-worth individuals (HNWI), and S-Corporations is highly desirable. You will manage and review federal, state, and local income tax compliance for corporations, partnerships, S-corporations, and individuals, while leading the preparation and review of partnership (Form 1065) and S-corporation (Form 1120S) returns and K-1s, supervising complex allocations and basis calculations.

Furthermore, you will provide proactive tax planning and consulting for HNWI clients, including trust and estate coordination and multi-jurisdictional considerations. Overseeing and mentoring a team of tax professionals, you will assign work, review deliverables, develop staff, and manage performance. You will coordinate and manage tax engagements from planning through delivery, ensuring strict adherence to deadlines, robust quality control, and total client satisfaction.

You will conduct advanced tax research and interpret new tax legislation, regulations, and guidance, evaluating client impact and implementing necessary changes. Interacting directly with clients, you will present tax results, explain positions, and recommend strategies to minimize tax liabilities and address risk. Working alongside cross-functional teams-including audit, accounting, and wealth management-you will deliver integrated client solutions. Additionally, you will maintain and improve tax processes, leverage tax software and automation tools to increase efficiency and accuracy, and support business development activities, including proposal preparation, client presentations, and relationship building.

Qualifications

Certified Public Accountant (CPA) license required.
5+ years of progressive tax experience in public accounting or a top corporate tax department, featuring experience leading engagements and supervisory responsibilities.
Demonstrated experience with partnership taxation, including the ability to prepare and review partnership returns and handle K-1 reporting.
Experience advising high-net-worth individuals (HNWI) on tax planning and compliance.
Experience with S-Corporation taxation, covering return preparation and shareholder basis issues.
Strong technical knowledge of federal and state tax law, with a proven ability to perform tax research and interpret new guidance.
Excellent leadership, project management, and client-service skills, with the ability to manage multiple engagements and deadlines.
Proficient with industry-standard tax software and advanced Excel skills, alongside comfort with tax workflow and document management tools.
Exceptional written and verbal communication skills, including the ability to clearly explain complex tax issues to clients and colleagues.
Bachelor's degree in Accounting, Finance, or a related field; a Master of Taxation or MBA is a strong plus.

Compensation & Benefits

Salary Range: $125,000 - $150,000 annually (commensurate with experience)
Health & Wellness: Comprehensive medical, dental, and vision insurance with 100% employer-paid premium options
Time Off: Unlimited Paid Time Off (PTO) policy plus 10 paid federal holidays
Professional Growth: Annual continuing professional education (CPE) stipend and dedicated career mentorship

Location

Remote / Hybrid: This position is offered on a hybrid schedule (3 days per week in our regional office)

Benefits

Vacation/PTO

Medical

Dental

Vision

401k

Bonus

Relocation

Telecommute

For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 08/13/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at [email protected] to make arrangements.

Salary

$125000 - $150000 USD per year

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Refine Your Search

registered wealth management client jobs in chapel hill, nc

Tax Manager - $125k-$150k - Hybrid

Wealth Management Associate

Client Service Advocate - Hightower Signature Wealth

J.P. Morgan Wealth Management - Private Client Advisor - Cary, NC

Client Service Associate - NR

Senior Wealth Advisor

Medical Field Case Manager

Registered Wealth Management Client Associate

Director of Operations - Building Enclosure Consulting

Product Solutions Engineer

Neonatal Nurse Practitioner (NNP) - Peds Neonatology

Registered Client Service Associate - Raleigh, NC

Financial Professional Healthcare RN/NP/RCP

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