Tax Manager - Financial Services

Elliott Davis; Charlotte (NC); Hybrid; USD 110,000 - 170,000; Full time

Benefits offered by this job

Flexible work schedules

Healthcare benefits

Professional development programs

Leadership and coaching

Networking opportunities

Job summary

Elliott Davis is seeking a Tax Manager to join our Financial Services Practice. This role leads a team, consults on complex tax matters, and oversees tax compliance for financial institutions, ensuring federal and state regulations are met.

The successful candidate will mentor staff, manage engagements, develop client relationships, and contribute to business growth through cross-functional collaboration.

Qualifications

• Bachelor’s degree in Accounting, Finance or Law; Master’s degree in Tax/LLM preferred.
• 5+ years of recent public accounting firm experience.
• EA license or CPA certification required.
• Leadership and project management skills.
• Excellent communication and networking acumen.

Responsibilities

• Consult on complex tax matters and oversee the tax compliance process for financial institutions and financial services companies.
• Lead a team, advise, research tax issues, and engage in management of engagements.
• Train, support, supervise, motivate, develop, and review team members.
• Develop and grow a business network to attract new business.
• Represent the firm in the business community and promote core values.

Skills

Leadership

Project management

Communication

Networking

Multitasking

Client relationship management

Education

Bachelor's degree in Accounting, Finance or Law

Master's degree in Tax/LLM (preferred)

CPA certification

EA license

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.

Job Summary

We are looking for a Tax Manager to join our Financial Services Practice group. This candidate will consult on complex tax matters and oversee the tax compliance process for financial institutions and financial services companies, ensuring compliance with federal and state regulations. Tasks will include leading a team, advising, researching and identifying tax issues, recommending solutions to customer issues, and engagement management. The Tax Manager will delegate and manage tax assignments and perform administrative duties, as needed. The Tax Manager is responsible for training, supporting, supervising, motivating, developing, and reviewing the work of their engagement team.

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Responsibilities

• Developing and sustaining excellent customer relationships in our markets

• Performing a technical review of federal and state tax research, work papers, allocations, and tax returns

• Reviewing and assisting with income tax accounting reporting

• Being anticipatory and consulting on various tax matters

• Actively communicating progress of engagements, problems, and resolutions to customers

• Collaborating cross-functionally within the firm to grow existing business and offer a variety of business solutions to customers and prospects

• Facilitating economic performance of engagements, including billing and collections

• Continuously improving specialty area knowledge and professional development

• Coaching and developing team members to their maximum potential, providing ongoing feedback and development opportunities throughout the year

• Developing and growing a business network with colleagues, referral relationships, potential customers, and external organizations to attract new business

• Representing the firm in the business community and being active within professional organizations

• 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 regular 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, preferred
• 5+ years of recent public accounting firm experience
• Strong experience with corporate tax accounting, ASC 740 preferred
• EA license or CPA certification, required
• Leadership and project management skills
• Excellent communication and networking acumen
• Ability to manage and grow strong customer relationships
• Strong experience with corporate tax accounting, ASC 740 preferred
• Experience with tax software and technology
• Ability to multitask along with demonstration of commitment to continuous learning

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, associated with individuals.

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

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.