Tax Manager, High Net Worth — Flexible Hours

Elliott Davis; Texas; Sur place; USD 110 000 - 170 000; Plein temps

Résumé du poste

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

You will supervise a tax team and ensure compliance with state and federal regulations while guiding engagements from planning to delivery. You will manage client relationships, supervise staff, and contribute to firm growth through proactive tax strategy, research, and

Qualifications

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

Responsabilités

• Performing tax, gift and estate planning and compliance services for individuals, family limited partnerships and related trusts
• Continuously expanding individual, gift, trust and estate tax knowledge, as well as overall professional development
• Developing and sustaining excellent customer relationships
• Being anticipatory and consulting on various tax matters
• Actively communicating progress of engagements, problems, and resolutions to customers
• Monitoring economic performance of engagements, including billing and collections
• Developing and growing a business network with colleagues, referral relationships, potential customers, and external organizations to attract new business
• 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 increases your value and contribution to the organization
• Other duties within the scope of the practice

Connaissances

Communication

Networking

Project management

Multitasking

Tax software

Team management

Formation

Bachelor's degree in Accounting/Finance/Law

CPA/EA license

Master’s in Tax/LLM (preferred)

Description du poste

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

You will supervise a tax team and ensure compliance with state and federal regulations while guiding engagements from planning to delivery. You will manage client relationships, supervise staff, and contribute to firm growth through proactive tax strategy, research, and