Tax Senior - 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 Senior to join our High Net Worth (aka Family Wealth Services) practice group. Tis candidate will prepare and perform technical review on high-net-worth individuals, related family partnerships and trust tax returns to ensure compliance with state and federal tax regulations.  Tasks will also include preparation of complex level tax returns, reviewing basic engagements, as well as calculating quarterly estimates and providing year-end tax planning.  

The Tax Senior is responsible for sustaining excellent customer relationships and supervising, motivating, and developing our tax associates to become future members of this industry group.

Responsibilities Performing tax, gift and estate compliance services to individuals, family limited partnerships and trusts

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

Perform technical reviews of individual tax returns

Gather data from customer and/or third-party sources

Perform basic tax research to support tax return positions

Resolve all open items/issues encountered on assigned engagements

Actively monitor engagement economics by managing budgets and seeking efficiencies

Direct and control concurrent assignments to successful completion

Develop and lead associates through engagements, delegate assignments and tasks when appropriate

Provide honest, objective, and constructive feedback in timely manner to associates

Collaborate to identify and sell opportunities among existing customers

Serve as a mentor through active participation in firm committees, departmental matters, and events

Active in recruiting new and experienced associates

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, preferred2+ years of recent public accounting firm experience

Experience working with individual tax returns

Gift, trust, estate and family limited partnership tax experience, a plus Significant progress toward EA License or CPA certification, preferred

Strong oral and written communication skills Effective analytical and problem-solving ability  Strong time and work management skills #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 programs
• access to Beyond:  a one-of-a kind program with experiences that help you expand your life, personally and professionally NOTICE TO 3RD PARTY RECRUITERS Notice to Recruiters and Agencies regarding unsolicited…