Tax Manager – High Net Worth & Family Wealth

ED03 Elliott Davis Advisory, LLC; Texas; Hybrid; USD 120,000 - 170,000; Full time

Benefits offered by this job

Generous time away

Flexible work schedules

Wellness benefits and coaching

One-on-one professional coaching

Leadership and career development

Job summary

Elliott Davis Advisory, LLC in the United States is seeking a Tax Manager for our High Net Worth (Family Wealth Services) practice. You will oversee tax preparation and the technical review process for individuals, partnerships and trusts, advising on complex tax matters.

The role includes ensuring compliance with state and federal tax regulations, supervising a tax team, delegating assignments, and contributing to client relationships through proactive planning and guidance.

Qualifications

• Bachelor’s degree in Accounting, Finance or Law.
• Master’s degree in Tax/LLM in Tax preferred.
• 5+ years of public accounting with individuals, partnerships, trusts and estates.
• EA License or CPA certification required.
• Project and team management skills.
• Excellent communication and networking abilities.
• Ability to manage and grow customer relationships.
• Experience with tax software and technology.
• Ability to multitask and commit to continuous learning.

Responsibilities

• Perform tax, gift and estate planning and compliance for individuals, family limited partnerships and trusts.
• Expand knowledge in tax areas and professional development.
• Develop and sustain excellent customer relationships.
• Consult on tax matters and communicate progress to customers.
• Monitor engagements, including billing and collections.
• Recruit, develop, and motivate tax team members.
• Promote collaboration across the organization.

Skills

Communication

Networking

Project management

Team management

Multitasking

Customer relationships

Education

Bachelor's degree in Accounting, Finance or Law

Master's degree in Tax/LLM in Tax

CPA license or EA license

Tools

Tax software

Job description

Elliott Davis Advisory, LLC in the United States is seeking a Tax Manager for our High Net Worth (Family Wealth Services) practice. You will oversee tax preparation and the technical review process for individuals, partnerships and trusts, advising on complex tax matters.

The role includes ensuring compliance with state and federal tax regulations, supervising a tax team, delegating assignments, and contributing to client relationships through proactive planning and guidance.