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 are located in the fastest growing cities in the US and are built on a foundation of inclusivity, collaboration and collective growth.

We are looking for a Tax Senior to join our High Net Worth (Family Wealth Services) practice group. The 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 also include preparing complex level tax returns, reviewing basic engagements, calculating quarterly estimates and providing year‑end tax planning.

The Tax Senior sustains excellent customer relationships and supervises, motivates and develops our tax associates.

• Perform tax, gift and estate compliance services to individuals, family limited partnerships and trusts
• Continuously expand individual, gift, trust and estate tax knowledge, and overall professional development
• Perform technical reviews of individual tax returns
• Gather data from customers 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, delegating assignments and tasks when appropriate
• Provide honest, objective and constructive feedback in a 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
• Actively recruit new and experienced associates
• Other duties within the scope of the practice

• Bachelor’s degree in Accounting, Finance or Law;
  Master’s degree in Tax or LLM in Tax preferred
• 2+ 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

• Generous time away and paid firm holidays, including the week between Christmas and New Year’s
• Flexible work schedules
• Paid maternity and adoption leave: 16 weeks; paid parental leave: 8 weeks; paid caregiver leave (eligible): 4 weeks
• 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 a unique program offering experiences that expand your life personally and professionally

The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 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
• Interact with internal and external customers and others in the course of work