Tax Senior - High Net Worth/FWS

Elliott Davis; Charlotte (NC); Híbrido; USD 85.000 - 125.000; Jornada completa

Descripción de la vacante

Elliott Davis seeks a Tax Senior to join its High Net Worth practice. You will prepare and review complex tax returns for individuals, family partnerships and trusts, ensuring compliance with state and federal regulations while supporting planning initiatives.

You will supervise and develop tax associates, maintain strong client relationships, and contribute to engagement success and growth with effective time and budget management, in a hybrid Charlotte-area environment.

Formación

• Bachelor’s degree in Accounting, Finance or Law; Master’s in Tax/LLM in Tax preferred.
• 2+ years of public accounting firm experience.
• Gift, trust, estate tax experience a plus; CPA/EA progress preferred.

Responsabilidades

• Perform tax, gift and estate compliance for individuals, family LLCs, and trusts
• Continuously expand individual, gift, trust and estate tax knowledge and development
• Perform technical reviews of individual tax returns
• Gather data from customers and third parties
• Perform basic tax research to support tax positions
• Manage budgets and drive engagement efficiency
• Direct and control concurrent assignments to completion
• Develop and mentor associates throughout engagements
• Provide timely feedback and identify cross-sell opportunities
• Assist recruiting of new and experienced associates

Conocimientos

Communication skills

Analytical skills

Time management

Educación

Bachelor’s degree in Accounting, Finance or Law

Master’s degree in Tax/LLM in Tax

EA license or CPA progress

Descripción del empleo

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. Tis 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

• Performing tax, gift and estate compliance services to individuals, family limited partnerships and trusts
• Continuously expanding 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 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
• Active in recruiting 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

#LI-EG1

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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.