Senior Tax Manager - High Net Worth/FWS

Elliott Davis

Charlotte (NC)

On-site

USD 100,000 - 130,000

Full time

14 days+

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Benefits offered by this job

Generous time off

Flexible work schedules

Paid maternity and parental leave

Health and wellness benefits

Professional coaching

Leadership development programs

Job summary

A leading professional services firm in Charlotte seeks a Senior Tax Manager for its High Net Worth tax practice. The role involves managing tax preparations, consulting on gifting and estate planning, and leading a team to ensure compliance with tax regulations. Candidates should have extensive public accounting experience, a CPA certification, and strong leadership skills.

Qualifications

7+ years of recent public accounting experience managing multiple projects.
CPA certification required.
Proven ability to develop and sustain client relationships.

Responsibilities

Provide tax, gift, and estate planning services for clients.
Coach and develop team members.
Manage engagements to meet service goals.

Skills

Communication skills

Leadership

Networking

Tax software experience

Education

Bachelor’s degree in Accounting, Finance or Law

Master’s degree in Tax/LLM in Tax

Job description

Be among the first 25 applicants

Overview

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

Qualifications

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

Notice to 3rd Party Recruiters

Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

Physical & Cognitive/Mental Requirements

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.

Seniority level