Tax Senior Manager - Financial Services

Elliott Davis; Charlotte (NC); Hybrid; USD 140,000 - 190,000; Full time

Benefits offered by this job

Generous time off

Flexible work schedules

Paid maternity and parental leave

Comprehensive health and wellness bene

One-on-one professional coaching

Leadership and career development

Beyond program experiences

Job summary

Elliott Davis is seeking a Tax Senior Manager to join our Financial Services Practice, overseeing tax compliance for financial institutions and related services. You will lead a team, participate in business development, and provide expert guidance on complex tax issues and ASC 740 computations.

Your role includes mentoring staff, coordinating cross-functional efforts, and driving engagement management while aiming for growth and leadership within the firm.

Qualifications

• Bachelor’s degree in Accounting, Finance or Law; CPA certification required
• 7+ years of public accounting firm experience
• Strong experience with corporate tax accounting, ASC 740 preferred
• Leadership and project/team management skills
• Excellent communication and networking acumen
• Ability to manage and grow strong customer relationships
• Experience with tax software and technology

Responsibilities

• Developing and sustaining excellent customer relationships, owning the relationship end-to-end
• Consulting on various tax matters
• Performing technical reviews of income tax accounting, ASC 740, computations and reporting requirements
• Collaborating cross-functionally within the firm to grow existing business and offer a variety of business solutions
• Developing and growing a business network with colleagues, referral relationships, potential customers, and external organizations to attract new business
• Continuously improving specialty area knowledge and professional development
• Holding yourself and others accountable for business development goals
• Recruiting, developing, and motivating team members, creating pools of ready-now leaders
• Setting and achieving stretch goals on a regular basis that increases your value and contribution to the organization

Skills

Client relationships

Tax consulting

Leadership

Communication

Networking

Team development

Business development

Mentoring

Education

Bachelor's degree in Accounting/Finance/Law

CPA certification

Master's in Tax/LLM in Tax (preferred)

Tools

Tax software

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 Manager to join our Financial Services Practice group. This candidate will consult on complex tax matters and oversee the tax compliance process for financial institutions and financial services companies, ensuring compliance with federal and state regulations. Tasks will includebusiness development, leading a team, advising, researching and identifying tax issues, providing solutions to technical tax matters and engagement management. The Senior TaxManageris responsible for training, motivating, developing and reviewing the work of their team. We see this role as a future leader in our firm and are looking for someone motivated to take the next step in their career.

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Responsibilities

• Developing and sustaining excellent customer relationships, owning the relationship end-to-end
• Being anticipatory and consulting on various tax matters
• Performing technical reviews of income tax accounting, ASC 740, computations and reporting requirements
• Collaborating cross-functionally within the firm to grow existing business and offer a variety of business solutions to customers and prospects
• Developing and growing a business network with colleagues, referral relationships, potential customers, and external organizations to attract new business
• Continuously improving specialty area knowledge and professional development
• Holding yourself and others accountable for business development goals
• Recruiting, developing, and motivating team members, creating pools of ready-now leaders
• Setting and achieving stretch goals on a regular basis that increases your value and contribution to the organization

Requirements

• Bachelor’s degree in Accounting, Finance or Law; Master’s degree in Tax/LLM in Tax, preferred
• 7+ years of recent public accounting firm experience
• Strong experience with corporate tax accounting, ASC 740 preferred
• CPA certification, required
• Leadership and project/team management skills
• Excellent communication and networking acumen
• Ability to manage and grow strong customer relationships
• Strong experience with corporate tax accounting, ASC 740 preferred
• Experience with tax software and technology
• Ability to multitask along with demonstration of commitment to continuous learning

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

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.