Elliott Davis
Senior Tax Manager - High Net Worth/FWS
Elliott Davis, Charlotte, North Carolina, United States, 28245
Senior Tax Manager - High Net Worth/FWS at Elliott Davis
Join to apply for the Senior Tax Manager - High Net Worth/FWS role at Elliott Davis. Overview Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. We operate nine offices across fast-growing cities in the US and value inclusivity, collaboration, and collective growth. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm. We are looking for a Senior Tax Manager to join our High Net Worth (Family Wealth Services) tax practice. The candidate will consult on complex gifting and estate planning, and oversee the tax preparation process primarily for high-net-worth individuals, related family partnerships and trust tax returns to ensure compliance with state and federal tax regulations. Responsibilities also include business development, leading a team, technical review, quarterly and year-end consulting, identifying tax issues and providing solutions to technical tax matters, engagement oversight and management, and training and developing the team. This role is viewed as a future leadership position within the firm. Responsibilities
Providing tax, gift and estate planning and compliance services for individuals and related trusts Continuously expanding knowledge in individual, gift, trust and estate tax planning and consulting, and professional development Developing and sustaining excellent client relationships to become a trusted advisor Identifying issues and recommending creative solutions to complex client issues Managing client engagements to achieve optimum service expectations Developing and growing a business network to attract new business Holding yourself and others accountable for business development goals Recruiting, developing, and motivating team members Creating a highly collaborative environment for input and ideas Promoting a culture of engagement, inclusion, and accountability for the organization’s core values Setting and achieving stretch goals to increase value and contribution Requirements
Bachelor’s degree in Accounting, Finance or Law; Master’s degree in Tax/LLM in Tax preferred 7+ years of recent public accounting experience with individuals, partnerships, trusts and estates, including managing multiple projects CPA certification required Leadership and project/team management skills Excellent communication and networking abilities Ability to manage and grow strong client relationships Experience with tax software and technology Why You Should Join Us
We believe employees thrive in all facets of life, which enhances their work and impact. We offer benefits and programs to support life beyond work, growth, and well-being: Generous time away and paid firm holidays, including the week between Christmas and New Year’s Flexible work schedules 16 weeks of paid maternity/adoption leave, 8 weeks paid parental leave, 4 weeks caregiver leave (where eligible) Comprehensive health and wellness benefits, including coaching and mental health counseling One-on-one professional coaching Leadership and career development programs Access to Beyond: life and professional expansion experiences Other
Notice to Recruiters and Agencies: Resumes submitted without prior written approval may be considered the property of Elliott Davis. This posting includes additional HR notices and requirements as applicable to the role.
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Join to apply for the Senior Tax Manager - High Net Worth/FWS role at Elliott Davis. Overview Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. We operate nine offices across fast-growing cities in the US and value inclusivity, collaboration, and collective growth. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm. We are looking for a Senior Tax Manager to join our High Net Worth (Family Wealth Services) tax practice. The candidate will consult on complex gifting and estate planning, and oversee the tax preparation process primarily for high-net-worth individuals, related family partnerships and trust tax returns to ensure compliance with state and federal tax regulations. Responsibilities also include business development, leading a team, technical review, quarterly and year-end consulting, identifying tax issues and providing solutions to technical tax matters, engagement oversight and management, and training and developing the team. This role is viewed as a future leadership position within the firm. Responsibilities
Providing tax, gift and estate planning and compliance services for individuals and related trusts Continuously expanding knowledge in individual, gift, trust and estate tax planning and consulting, and professional development Developing and sustaining excellent client relationships to become a trusted advisor Identifying issues and recommending creative solutions to complex client issues Managing client engagements to achieve optimum service expectations Developing and growing a business network to attract new business Holding yourself and others accountable for business development goals Recruiting, developing, and motivating team members Creating a highly collaborative environment for input and ideas Promoting a culture of engagement, inclusion, and accountability for the organization’s core values Setting and achieving stretch goals to increase value and contribution Requirements
Bachelor’s degree in Accounting, Finance or Law; Master’s degree in Tax/LLM in Tax preferred 7+ years of recent public accounting experience with individuals, partnerships, trusts and estates, including managing multiple projects CPA certification required Leadership and project/team management skills Excellent communication and networking abilities Ability to manage and grow strong client relationships Experience with tax software and technology Why You Should Join Us
We believe employees thrive in all facets of life, which enhances their work and impact. We offer benefits and programs to support life beyond work, growth, and well-being: Generous time away and paid firm holidays, including the week between Christmas and New Year’s Flexible work schedules 16 weeks of paid maternity/adoption leave, 8 weeks paid parental leave, 4 weeks caregiver leave (where eligible) Comprehensive health and wellness benefits, including coaching and mental health counseling One-on-one professional coaching Leadership and career development programs Access to Beyond: life and professional expansion experiences Other
Notice to Recruiters and Agencies: Resumes submitted without prior written approval may be considered the property of Elliott Davis. This posting includes additional HR notices and requirements as applicable to the role.
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