Tax Manager - High Net Worth

WHO WE AREElliott 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. Are you the right fit for our Tax Manager opening? If so, we would love to hear from you!#LI-RB1#LI-Hybrid 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 experience5+ 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 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
•…