Investment Management H-1B Sponsorship Jobs in North Carolina
North Carolina's investment management sector spans Charlotte's major financial hub, the Research Triangle's institutional investors, and Raleigh's growing asset management firms. Companies like Wells Fargo, Allspring Global Investments, and Fidelity Investments have sponsored H-1B visa workers here for roles in portfolio analysis, quantitative research, and risk management.
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Get Access To All JobsOverview: The Tax Manager will deliver comprehensive tax compliance and advisory services across individual, trust, estate, gift, foundation, and business entities, with a strong emphasis on strategic tax planning and estate planning aligned to client goals. The ideal candidate will have deep technical expertise—particularly in oil & gas–specific tax matters—along with responsibility for reviewing returns, resolving audits, researching complex tax law, and staying current on legislative changes. In addition, the role will lead client relationships, drive business development, provide internal training, and manage and mentor team members.
Tax Services
- Provide high quality individual, trust, estate, gift, foundation, and business tax compliance services as well as estate planning advisory services
- Develop and implement tax planning strategies in alignment with client goals and objectives, including coordinating with advisors to integrate tax considerations into financial plans and investment strategies
- Review individual, trust, estate, gift, business entity, and foundation returns
- Handle Federal and State tax notices and audits
- Review and analyze estate planning related legal documents
- Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies
- Be proactive and stay current on new tax legislation and tax reform
Experience in tax compliance specific to the oil & gas sector:
- Calculating depletion and depreciation, including cost and percentage methods
- Experience with deductions unique to the oil & gas industry, such as dry hole costs and IDC
- Calculating AMT adjustments specific to the oil & gas sector
Business Development
- Manage all aspects of client accounts with respect to tax, fostering client relationships, overseeing processes, and answering questions
- Serve as a subject matter expert, resource, and point of contact for clients’ broader advisory team, including wealth advisors, financial planners, and other stakeholders
- Conduct internal business development and marketing, including networking, public speaking and authoring income tax planning and Trust and Estate related articles
- Provide internal training and guidance on tax-related topics
- Manage other members of the group including monitoring their workload and training and assisting them
Qualifications
- BA/BS degree in Accounting from an accredited college/university, JD, or MS in Tax required
- Active CPA, EA or state bar license required (eligible to be listed on POAs is required)
- 6+ years progressive experience in public accounting required
- Extensive experience in Tax Advisory and Gift/Estate/Trust planning and compliance for sophisticated high-net-worth and ultra-high-net-worth individuals and families
- Ability to establish and maintain strong client relationships
- Excellent verbal and written communication skills
- Proficiency in Microsoft Office applications required
- Experience with reviewing individual, fiduciary, gift tax returns required, partnership and S corporation preferred
- Preferred experience with CCH Axcess Tax & Bloomberg Income Tax Planner (Formerly BNA)
- Experience with research software and memo writing required
- Must be able and willing to work additional hours as needed to meet client deliverables
Overview: The Tax Manager will deliver comprehensive tax compliance and advisory services across individual, trust, estate, gift, foundation, and business entities, with a strong emphasis on strategic tax planning and estate planning aligned to client goals. The ideal candidate will have deep technical expertise—particularly in oil & gas–specific tax matters—along with responsibility for reviewing returns, resolving audits, researching complex tax law, and staying current on legislative changes. In addition, the role will lead client relationships, drive business development, provide internal training, and manage and mentor team members.
Tax Services
- Provide high quality individual, trust, estate, gift, foundation, and business tax compliance services as well as estate planning advisory services
- Develop and implement tax planning strategies in alignment with client goals and objectives, including coordinating with advisors to integrate tax considerations into financial plans and investment strategies
- Review individual, trust, estate, gift, business entity, and foundation returns
- Handle Federal and State tax notices and audits
- Review and analyze estate planning related legal documents
- Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies
- Be proactive and stay current on new tax legislation and tax reform
Experience in tax compliance specific to the oil & gas sector:
- Calculating depletion and depreciation, including cost and percentage methods
- Experience with deductions unique to the oil & gas industry, such as dry hole costs and IDC
- Calculating AMT adjustments specific to the oil & gas sector
Business Development
- Manage all aspects of client accounts with respect to tax, fostering client relationships, overseeing processes, and answering questions
- Serve as a subject matter expert, resource, and point of contact for clients’ broader advisory team, including wealth advisors, financial planners, and other stakeholders
- Conduct internal business development and marketing, including networking, public speaking and authoring income tax planning and Trust and Estate related articles
- Provide internal training and guidance on tax-related topics
- Manage other members of the group including monitoring their workload and training and assisting them
Qualifications
- BA/BS degree in Accounting from an accredited college/university, JD, or MS in Tax required
- Active CPA, EA or state bar license required (eligible to be listed on POAs is required)
- 6+ years progressive experience in public accounting required
- Extensive experience in Tax Advisory and Gift/Estate/Trust planning and compliance for sophisticated high-net-worth and ultra-high-net-worth individuals and families
- Ability to establish and maintain strong client relationships
- Excellent verbal and written communication skills
- Proficiency in Microsoft Office applications required
- Experience with reviewing individual, fiduciary, gift tax returns required, partnership and S corporation preferred
- Preferred experience with CCH Axcess Tax & Bloomberg Income Tax Planner (Formerly BNA)
- Experience with research software and memo writing required
- Must be able and willing to work additional hours as needed to meet client deliverables
H-1B Investment Management Job Roles in North Carolina
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Search Investment Management Jobs in North CarolinaInvestment Management H-1B Sponsorship Jobs in North Carolina: Frequently Asked Questions
Which investment management companies sponsor H-1B visas in North Carolina?
Charlotte-based firms are the most active H-1B visa sponsors in North Carolina's investment management industry. Wells Fargo, Allspring Global Investments, and Bank of America's Global Wealth and Investment Management division have H-1B filing histories with the Department of Labor. Research Triangle employers including Fidelity Investments and various institutional asset managers also appear in DOL Labor Condition Application disclosure data as sponsors for qualifying specialty occupation roles.
Which cities in North Carolina have the most investment management H-1B sponsorship jobs?
Charlotte accounts for the largest share of investment management H-1B sponsorship jobs in North Carolina, given its standing as a major U.S. banking and financial services center. Raleigh and the Research Triangle follow, with institutional investment firms, endowment managers, and fintech-adjacent asset managers concentrated there. Durham and Chapel Hill see smaller but consistent activity tied to university endowments and affiliated investment offices.
What types of investment management roles typically qualify for H-1B sponsorship?
H-1B sponsorship in investment management is generally available for roles that qualify as specialty occupations, meaning they require at least a bachelor's degree in a specific field directly related to the position. Common qualifying titles include portfolio analyst, quantitative analyst, fixed income analyst, risk analyst, investment research associate, and financial modeling specialist. Roles requiring economics, finance, mathematics, or statistics degrees tend to meet the specialty occupation standard most consistently.
How do I find investment management H-1B sponsorship jobs in North Carolina?
Migrate Mate is built specifically for this search. You can filter by visa type, state, and industry to surface investment management roles in North Carolina where employers have H-1B sponsorship history. Rather than manually scanning job postings and guessing at sponsorship willingness, Migrate Mate aggregates positions from firms with documented H-1B LCA filings, giving you a more targeted starting point for your job search in this sector.
Are there any North Carolina-specific considerations for H-1B sponsorship in investment management?
North Carolina investment management employers, particularly those in Charlotte, often operate under the regulatory oversight of multiple federal agencies including the SEC and FINRA, which can affect job descriptions and degree requirements used in H-1B petitions. Some roles at registered investment advisers may require specific licensing alongside the H-1B, and employers at smaller boutique firms may have less experience with the sponsorship process than large banks, making it worth confirming a firm's prior H-1B filing history before investing significant time in an application process.
What is the prevailing wage for H-1B investment management jobs in North Carolina?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.