Senior 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.

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.  

The Senior Tax Manager is responsible for training, motivating, developing and reviewing the work of their team. We see this role as a future leader in our firm and are looking for someone motivated to take the next step in their career.#LI-RB1#LI-HYBRID 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, preferred7+ years of recent public accounting firm experience working with individuals, partnerships, trusts and estates, including managing multiple projects and customer engagementsCPA 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#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…