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Elliott Davis

Tax Manager - High Net Worth

Elliott Davis, Charlotte, North Carolina, United States, 28245

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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’re Elliott Davis, and we’re revolutionizing what it means to work in the public accounting field. Around here we may do the work of accountants, but we think like startup entrepreneurs, social do‑gooders and community leaders. So, what does that mean for you? We are so glad you asked. As part of the Elliott Davis team, you’ll get hands‑on experience working alongside some of the leading experts in the financial and consulting field, while enjoying the freedom and autonomy to manage your career and make a positive impact on the world.

We are looking for a Tax Manager to join our High Net Worth tax practice. This candidate will oversee the tax preparation process primarily for individuals and trusts to ensure compliance with state and federal tax regulations. In addition, the Tax Manager will delegate and manage tax assignments and perform administrative duties, and will be responsible for training, supporting, supervising, motivating, and reviewing the work of their team.

Responsibilities

Providing tax planning and compliance services for high net worth individuals and related trusts

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 or finance; Master’s degree in Tax preferred; or equivalent combination of relevant education and experience

5+ years recent accounting firm experience including managing multiple tax accounting projects and client engagements, directing and scheduling staff, and managing workflow.

CPA certification

Ability to multitask

Leadership and project 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

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

Physical Requirements

Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone

Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus

Cognitive/Mental Requirements

Use written and oral communication skills.

Read and interpret data, information, and documents.

Observe and interpret situations.

Work under deadlines with frequent interruptions; and

Interact with internal and external customers and others in the course of work.

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