Tax Manager - High Net Worth​/FWS

Position: Tax Manager - High Net Worth/ FWS
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.

Job Summary We are looking for a Tax Manager to join our High Net Worth (aka Family Wealth Services) practice group.  This candidate will oversee tax preparation and perform the technical review process, as well as consult on complex tax matters, for high-net-worth individuals, related family partnerships and trust tax returns.  Other tasks include ensuring compliance with state and federal tax regulations, quarterly and year-end consulting, research and engagement oversight.  

The Tax Manager will delegate and manage tax assignments and perform administrative duties, as needed. The Tax Manager is responsible for supporting, supervising, motivating, and reviewing the work of the tax team. Responsibilities Performing tax, gift and estate planning and compliance services for individuals, family limited partnerships and related trusts

Continuously expanding individual, gift, trust and estate tax knowledge, as well as overall professional development

Developing and sustaining excellent customer relationships

Being anticipatory and consulting on various tax matters

Actively communicating progress of engagements, problems, and resolutions to customers

Monitoring economic performance of engagements, including billing and collections

Developing and growing a business network with colleagues, referral relationships, potential customers, and external organizations to attract new business

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

Other duties within the scope of the practice

Requirements

Bachelor’s degree in Accounting, Finance or Law;
Master’s degree in Tax/LLM in Tax, preferred5+ years of recent public accounting firm experience working with individuals, partnerships, trusts and estates,  including managing multiple projects and customer engagementsEA License, or CPA certification required

Project/team management skills

Excellent communication and networking acumen

Ability to manage and grow strong customer relationships

Experience with tax software and technology

Ability to multitask along with demonstration of commitment to continuous learning#LI-EG1#LI-HYBRIDWHY YOU SHOULD JOIN USWe believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater.

That's right – all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your 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  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…