Tax Manager - High Net Worth

ED03 Elliott Davis Advisory, LLC; Chattanooga (TN); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Generous time away and paid firm holidays

Flexible work schedules

16 weeks of paid maternity and adoption leave

First-class health and wellness benefits

Leadership and career development programs

Job summary

ED03 Elliott Davis Advisory, LLC in Chattanooga, Tennessee, seeks an experienced tax professional to provide tax planning and compliance services for high net worth individuals. Responsibilities include managing client engagements and developing client relationships.

The ideal candidate will hold a Bachelor's degree in accounting or finance, with CPA certification required and a minimum of 5 years of experience in an accounting firm.

Flexible work schedules and generous time-off policies are among the benefits offered.

Qualifications

• 5+ years recent accounting firm experience, including managing multiple tax projects.
• Directing and scheduling staff, and managing workflow.

Responsibilities

• Providing tax planning and compliance services for high net worth individuals.
• Developing and sustaining excellent client relationships.
• Identifying issues and recommending solutions to complex client issues.
• Managing client engagements to achieve service expectations.

Skills

Ability to multitask

Leadership and project management skills

Excellent communication and networking acumen

Ability to manage and grow strong customer relationships

Experience with tax software and technology

Education

Bachelor’s degree in accounting or finance

Master’s degree in tax preferred

CPA certification

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.

Responsibilities

• Providing tax planning and compliance services for high net worth individuals and related trusts.
• 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 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 or finance; master’s degree in tax preferred; or equivalent combination of relevant education and experience.
• 5+ years recent accounting firm experience, including managing multiple tax accounting projects and client engagements, directing and scheduling staff, and managing workflow.
• CPA certification.
• Ability to multitask.
• Leadership and project 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 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.

This job description is not intended to be all‑inclusive. Employees may perform other related duties as negotiated to meet the ongoing needs of the organization.