Tax Senior - High Net Worth/FWS

Elliott Davis; Charlotte (NC); On-site; USD 80,000 - 105,000; Full time

Benefits offered by this job

Generous time away

Flexible work schedules

Health and wellness benefits

Professional coaching and development

Job summary

Elliott Davis is seeking a Tax Senior to join our High Net Worth practice. You will prepare and perform technical reviews on high-net-worth individuals, family partnerships, and trusts to ensure compliance with state and federal tax regulations.

The role includes preparing complex returns, reviewing engagements, computing quarterly estimates, and providing year-end tax planning. You will mentor tax associates and drive client service excellence.

Qualifications

• Bachelor’s degree in Accounting, Finance or Law; Master’s degree in Tax/LLM in Tax preferred.
• 2+ years of recent public accounting firm experience.
• Experience with individual tax returns.
• Gift, trust, estate and family limited partnership tax experience a plus.
• Significant progress toward EA License or CPA certification preferred.
• Strong oral and written communication skills.
• Analytical and problem-solving ability.
• Strong time and work management skills.

Responsibilities

• Perform tax, gift and estate compliance services for individuals, family partnerships and trusts.
• Expand knowledge in individual, gift, trust and estate tax and professional development.
• Perform technical reviews of individual tax returns.
• Gather data from customers or third-party sources.
• Conduct basic tax research to support return positions.
• Resolve open items and issues on engagements.
• Monitor engagement economics by managing budgets and efficiencies.
• Direct and control concurrent assignments to completion.
• Develop and lead associates through engagements and delegate tasks.
• Provide constructive feedback to associates.
• Identify and sell opportunities among existing customers.
• Mentor via firm committees and departmental activities.
• Recruit new and experienced associates.
• Other duties within scope of practice.

Skills

Tax compliance

Communication

Analytical thinking

Time management

Research skills

Education

Bachelor in Accounting/Finance/Law

Master in Tax/LLM in Tax

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. 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 Senior to join our High Net Worth (aka Family Wealth Services) practice group. The candidate will prepare and perform technical review on high-net-worth individuals, related family partnerships and trust tax returns to ensure compliance with state and federal tax regulations. Tasks will also include preparation of complex level tax returns, reviewing basic engagements, as well as calculating quarterly estimates and providing year‑end tax planning. The Tax Senior is responsible for sustaining excellent customer relationships and supervising, motivating, and developing our tax associates to become future members of this industry group.

Responsibilities

• Perform tax, gift and estate compliance services to individuals, family limited partnerships and trusts
• Continuously expand individual, gift, trust and estate tax knowledge, as well as overall professional development
• Perform technical reviews of individual tax returns
• Gather data from customer and/or third‑party sources
• Perform basic tax research to support tax return positions
• Resolve all open items/issues encountered on assigned engagements
• Actively monitor engagement economics by managing budgets and seeking efficiencies
• Direct and control concurrent assignments to successful completion
• Develop and lead associates through engagements, delegate assignments and tasks when appropriate
• Provide honest, objective, and constructive feedback in a timely manner to associates
• Collaborate to identify and sell opportunities among existing customers
• Serve as a mentor through active participation in firm committees, departmental matters, and events
• Actively recruit new and experienced associates
• 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
• 2+ years of recent public accounting firm experience
• Experience working with individual tax returns
• Gift, trust, estate and family limited partnership tax experience, a plus
• Significant progress toward EA License or CPA certification, preferred
• Strong oral and written communication skills
• Effective analytical and problem‑solving ability
• Strong time and work management skills

Benefits

We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater.

• 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

Notice to 3rd Party Recruiters

Notice to recruiters and agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e‑mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

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

• 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

• 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.