Tax Manager - High Net Worth/ FWS

Elliott Davis; Charlotte (NC); Ibrido; USD 110.000 - 170.000; Tempo pieno

Vantaggi offerti da questo lavoro

Flexible work schedules

Generous paid time off

Wellness benefits

Descrizione del lavoro

Elliott Davis is seeking a Tax Manager to join our High Net Worth practice. This role oversees tax preparation and the technical review process for high-net-worth individuals, family partnerships, and trusts, ensuring compliance with federal and state regulations.

You will lead and develop the tax team, manage client relationships, and provide strategic planning on gifts, estates, and complex tax matters, while maintaining exceptional service and collaboration within our firm.

Competenze

• Bachelor’s degree in Accounting, Finance or Law; Master’s degree in Tax/LLM in Tax preferred
• 5+ years of public accounting 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 and commit to continuous learning

Mansioni

• Perform tax planning and compliance for individuals, family partnerships and trusts
• Provide technical review of tax returns and complex tax matters
• Develop and maintain client relationships and networks
• Lead and mentor tax team members and oversee engagements
• Communicate engagement progress, issues and resolutions to clients
• Monitor billing, collections and engagement economics
• Grow business network with referrals and external organizations
• Recruit and motivate team members and promote collaboration
• Support firm values and stretch goals across the tax practice
• Other duties within the scope of the practice

Conoscenze

Tax planning

Client relations

Team leadership

Communication

Project management

Formazione

Bachelor’s degree in Accounting, Finance or Law

Master’s degree in Tax/LLM in Tax

CPA/EA certification

Strumenti

Tax software

Descrizione del lavoro

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. Audit and assurance services are provided by Elliott Davis, LLC(doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.

Job Summary

We are looking for a Tax Manager to join our High Net Worth (aka Family Wealth Services) practice group. This candidate will oversee tax preparation and perform the technical review process, as well as consult on complex tax matters, for high-net-worth individuals, related family partnerships and trust tax returns. Other tasks include ensuring compliance with state and federal tax regulations, quarterly and year-end consulting, research and engagement oversight. The Tax Manager will delegate and manage tax assignments and perform administrative duties, as needed. The Tax Manager is responsible for supporting, supervising, motivating, and reviewing the work of the tax team.

Responsibilities

• 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

Requirements

• Bachelor’s degree in Accounting, Finance or Law; Master’s degree in Tax/LLM in Tax, preferred

• 5+ years of recent public accounting firm experience working with individuals, partnerships, trusts and estates, including managing multiple projects and customer engagements

• 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 demonstration of commitment to continuous learning

#LI-EG1

#LI-HYBRID

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

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
• Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus

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.