Tax Manager - High Net Worth

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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.

• 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

• 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

• 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

• 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

• 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.