Senior Tax Manager - High Net Worth/FWS

Elliott Davis

Charlotte (NC)

On-site

USD 90,000 - 120,000

Full time

14 days+

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Benefits offered by this job

Generous time away and paid holidays

Flexible work schedules

Paid maternity and parental leave

Health and wellness benefits

One-on-one professional coaching

Leadership development programs

Job summary

A leading professional services firm in Charlotte, NC is seeking a Senior Tax Manager for its High Net Worth tax practice. This role involves consulting on complex tax matters for high-net-worth individuals and overseeing a team. Candidates should have over 7 years of public accounting experience, a CPA certification, and exceptional leadership and communication skills. Benefits include generous paid leave and professional development opportunities.

Qualifications

7+ years of recent public accounting firm experience.
CPA certification required.
Experience managing multiple projects and customer engagements.

Responsibilities

Provide tax, gift, and estate planning services.
Identify and solve complex client issues.
Develop and sustain excellent client relationships.

Skills

Leadership

Communication

Networking

Customer Relationship Management

Tax Planning

Education

Bachelor's degree in Accounting, Finance or Law

Master’s degree in Tax/LLM in Tax

Tools

Tax software

Job description

Senior Tax Manager – High Net Worth/FWS

Join to apply for the Senior Tax Manager – High Net Worth/FWS role at Elliott Davis.

Company Overview

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 U.S. — 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.

Role Overview

We are looking for a Senior Tax Manager to join our High Net Worth (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, and 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 become 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 increase 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.

Benefits

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 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.

Physical Requirements

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