Tax Manager - High Net Worth​/FWS

About the Company 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 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 Tax Manager to join our High Net Worth (Family Wealth Services) practice group. This candidate will oversee tax preparation and perform the technical review process, as well as consult on complex tax matters, for high-net-worth individuals, related family partnerships and trust tax returns. Other tasks include ensuring compliance with state and federal tax regulations, quarterly and year‑end consulting, research and engagement oversight.

The Tax Manager will delegate and manage tax assignments and perform administrative duties as needed. The Tax Manager is responsible for supporting, supervising, motivating, and reviewing the work of the tax team.

• Perform tax, gift, and estate planning and compliance services for individuals, family limited partnerships, and related trusts
• Continuously expand individual, gift, trust, and estate tax knowledge, and pursue overall professional development
• Develop and sustain excellent customer relationships
• Consult on various tax matters in an anticipatory manner
• Actively communicate the progress of engagements, problems, and resolutions to customers
• Monitor economic performance of engagements, including billing and collections
• Develop and grow a business network with colleagues, referral relationships, potential customers, and external organizations to attract new business
• Recruit, develop, and motivate team members
• Create a highly collaborative environment in which team members seek input and ideas from others
• Promote a culture of engagement, inclusion, and accountability for the organization’s core values and competencies for the teams that you lead
• Set and achieve stretch goals on a periodic basis that increase your value and contribution to the organization
• Perform other duties within the scope of the practice

• Bachelor’s degree in Accounting, Finance or Law;
  Master’s degree in Tax/LLM in Tax is preferred
• 5+ years of recent public accounting firm experience working with individuals, partnerships, trusts, and estates, including managing multiple projects and customer engagements
• EA license, or CPA certification required
• Project and team management skills
• Excellent communication and networking acumen
• Ability to manage and grow strong customer relationships
• Experience with tax software and technology
• Ability to multitask and demonstrate a commitment to continuous learning

• Generous time off 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 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