Elliott Davis
Overview
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Tax Manager - High Net Worth
role at
Elliott Davis .
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. 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
Bachelors degree in accounting or finance; Masters 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
This job description is not intended to be all-inclusive. Employees may perform other related duties as negotiated to meet the ongoing needs of the organization.
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. Here are some ways our work works for your life, 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 and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid 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 program with experiences to expand your life personally and professionally
Notice to 3rd Party Recruiters Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.
Physical and Cognitive/Mental Requirements Physical Requirements : While performing the duties of this job, the employee is 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. Specific vision abilities include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
Cognitive/Mental Requirements : While performing the duties of this job, the employee is regularly required to 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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Tax Manager - High Net Worth
role at
Elliott Davis .
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. 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
Bachelors degree in accounting or finance; Masters 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
This job description is not intended to be all-inclusive. Employees may perform other related duties as negotiated to meet the ongoing needs of the organization.
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. Here are some ways our work works for your life, 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 and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid 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 program with experiences to expand your life personally and professionally
Notice to 3rd Party Recruiters Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.
Physical and Cognitive/Mental Requirements Physical Requirements : While performing the duties of this job, the employee is 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. Specific vision abilities include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
Cognitive/Mental Requirements : While performing the duties of this job, the employee is regularly required to 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.
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr