Senior Tax Manager - High Net Worth/FWS

Elliott Davis; Charleston (SC); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Generous time off

Flexible work schedules

Health and wellness benefits

Leadership development

Professional coaching

Job summary

Elliott Davis in Charleston, SC, is seeking a Senior Tax Manager to join its High Net Worth tax practice. You will consult on complex gifting and estate planning and oversee tax preparation for high-net-worth individuals, trusts, and related partnerships, ensuring compliance with state and federal regulations.

Lead a skilled team, provide training and performance feedback, drive business development, and deliver timely, accurate tax planning and advisory services.

Qualifications

• 7+ years of recent public accounting firm experience with individuals, partnerships, trusts and estates; managing multiple projects
• CPA certification required
• Excellent communication and networking acumen
• Ability to manage and grow strong customer relationships
• Experience with tax software and technology

Responsibilities

• Providing tax, gift and estate planning and compliance services for individuals and related trusts
• Continuously expanding individual, gift, trust and estate tax planning knowledge and consulting
• Developing and sustaining excellent client relationships to a trusted advisor level
• 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 referrals and potential clients
• Recruiting, developing, and motivating team members
• Creating a collaborative environment for input and ideas
• Promoting a culture of engagement, inclusion, and accountability
• Setting and achieving stretch goals to increase value to the firm

Skills

Leadership

Communication

Networking

Business development

Team management

Tax knowledge

Education

Bachelor’s degree in Accounting/Finance/Law

Master’s degree in Tax/LLM in Tax

Tools

Tax software

Job description

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.

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 are looking for a Senior Tax Manager to join our High Net Worth (aka Family Wealth Services) tax practice. This candidate will consult on complex gifting and estate planning, as well as oversee the tax preparation process primarily for high-net-worth individuals, related family partnerships and trust tax returns to ensure compliance with state and federal tax regulations. Tasks will also include business development, leading a team, technical review, quarterly and year-end consulting, identifying tax issues and providing solutions to technical tax matters, as well as engagement oversight and management to achieve accurate and efficient results. The Senior Tax Manager is responsible for training, motivating, developing and reviewing the work of their team. We see this role as a future leader in our firm and are looking for someone motivated to take the next step in their career.

Responsibilities

• Providing tax, gift and estate planning and compliance services for individuals and related trusts
• Continuously expanding individual, gift, trust and estate tax planning and consulting knowledge, as well as overall professional development
• 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

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

WHY YOU SHOULD JOIN US

We 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

Ada Requirements

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.

Physical Requirements

While performing the duties of this job, the employee is:

• 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

Cognitive/Mental Requirements

While performing the duties of this job, the employee is regularly required to:

• 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.