Elliott Davis
Senior Tax Manager - High Net Worth/FWS
Elliott Davis, Chattanooga, Tennessee, United States, 37450
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Senior Tax Manager - High Net Worth/FWS
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Elliott Davis Who We Are Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. 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 (aka Family Wealth Services) tax practice. This candidate will consult on complex gifting and estate planning, as well as 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. Tasks will also include business development, leading a team, technical review, quarterly and year-end consulting, identifying tax issues and providing solutions to technical tax matters, as well as engagement oversight and management to achieve accurate and efficient results. Responsibilities
Providing tax, gift and estate planning and compliance services for individuals and related trusts Continuously expanding individual, gift, trust and estate tax planning and consulting knowledge, as well as overall professional development Developing and sustaining excellent client relationships to a level of becoming 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 with referral relationships, potential clients, and organizations to attract new business Holding yourself and others accountable for business development goals Recruiting, developing, and motivating team members Creating a highly collaborative environment in which team members reach out to others for input and ideas Promoting a culture of engagement, inclusion, and accountability for the organization’s core values and competencies for the teams that you lead. Setting and achieving stretch goals on a periodic basis that increases your value and contribution to the organization Requirements
Bachelor’s degree in Accounting, Finance or Law; Master’s degree in Tax/LLM in Tax, preferred 7+ years of recent public accounting firm experience working with individuals, partnerships, trusts and estates, including managing multiple projects and customer engagements CPA certification required Leadership and project/team management skills Excellent communication and networking acumen Ability to manage and grow strong customer relationships Experience with tax software and technology WHY YOU SHOULD JOIN US We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater.
Generous time away and paid firm holidays, including the week between Christmas and New Year’s Flexible work schedules 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible) First-class health and wellness benefits, including wellness coaching and mental health counseling One-on-one professional coaching Leadership and career development programs Access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally Elliott Davis is an equal opportunities employer and welcomes applications from all qualified candidates. We are committed to creating an inclusive and diverse work environment and are proud to be an equal opportunities employer.
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Senior Tax Manager - High Net Worth/FWS
role at
Elliott Davis Who We Are Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. 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 (aka Family Wealth Services) tax practice. This candidate will consult on complex gifting and estate planning, as well as 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. Tasks will also include business development, leading a team, technical review, quarterly and year-end consulting, identifying tax issues and providing solutions to technical tax matters, as well as engagement oversight and management to achieve accurate and efficient results. Responsibilities
Providing tax, gift and estate planning and compliance services for individuals and related trusts Continuously expanding individual, gift, trust and estate tax planning and consulting knowledge, as well as overall professional development Developing and sustaining excellent client relationships to a level of becoming 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 with referral relationships, potential clients, and organizations to attract new business Holding yourself and others accountable for business development goals Recruiting, developing, and motivating team members Creating a highly collaborative environment in which team members reach out to others for input and ideas Promoting a culture of engagement, inclusion, and accountability for the organization’s core values and competencies for the teams that you lead. Setting and achieving stretch goals on a periodic basis that increases your value and contribution to the organization Requirements
Bachelor’s degree in Accounting, Finance or Law; Master’s degree in Tax/LLM in Tax, preferred 7+ years of recent public accounting firm experience working with individuals, partnerships, trusts and estates, including managing multiple projects and customer engagements CPA certification required Leadership and project/team management skills Excellent communication and networking acumen Ability to manage and grow strong customer relationships Experience with tax software and technology WHY YOU SHOULD JOIN US We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater.
Generous time away and paid firm holidays, including the week between Christmas and New Year’s Flexible work schedules 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible) First-class health and wellness benefits, including wellness coaching and mental health counseling One-on-one professional coaching Leadership and career development programs Access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally Elliott Davis is an equal opportunities employer and welcomes applications from all qualified candidates. We are committed to creating an inclusive and diverse work environment and are proud to be an equal opportunities employer.
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