Tax Manager, High Net Worth & Family Wealth

Elliott Davis

Chattanooga (TN)

On-site

USD 110,000 - 150,000

Full time

14 days+
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Benefits offered by this job

Generous time away
Flexible work schedules
Maternity & parental leave
Wellness benefits
One-on-one coaching
Leadership development programs
Beyond program access

Job summary

Elliott Davis is seeking a Tax Manager to join our High Net Worth practice. You will oversee tax preparation, perform technical reviews, and advise on complex tax matters for high-net-worth individuals, partnerships, and trusts.

The role requires leadership, client relationship skills, and in-depth tax knowledge to ensure regulatory compliance. You will mentor a tax team, manage assignments, and contribute to business growth through networking and proactive service delivery.

Qualifications

  • Bachelor's degree in Accounting, Finance or Law; Master in Tax preferred.
  • 5+ years in public accounting with individuals, partnerships, trusts and estates.
  • EA or CPA certification required.
  • Strong project and team management skills; excellent communication and networking.

Responsibilities

  • Oversee tax preparation and technical review for high-net-worth individuals, partnerships, and trusts.
  • Consult on complex tax matters and ensure compliance with state and federal regulations.
  • Coordinate quarterly and year-end tax consulting, research, and engagement oversight.
  • Lead and develop the tax team, delegating assignments and monitoring progress.
  • Foster client relationships and grow the practice through networking and collaboration.

Skills

Communication
Networking
Leadership
Client relationships
Multitasking
Continuous learning
Team management

Education

Bachelor's degree
Master's in Tax
CPA/EA license

Tools

Tax software
Tax technology

Job description

Elliott Davis is seeking a Tax Manager to join our High Net Worth practice. You will oversee tax preparation, perform technical reviews, and advise on complex tax matters for high-net-worth individuals, partnerships, and trusts.

The role requires leadership, client relationship skills, and in-depth tax knowledge to ensure regulatory compliance. You will mentor a tax team, manage assignments, and contribute to business growth through networking and proactive service delivery.

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