Senior Tax Manager - High Net Worth / FWS

Senior Tax Manager – High Net Worth / FWS

Company : Elliott Davis

Location : Columbia, SC

About Elliott Davis

Elliott Davis pairs forward‑thinking tax, assurance and consulting services with industry‑leading workplace culture. Our nine offices in the fastest growing cities in the United States are built on inclusivity, collaboration and collective growth.

Job Overview

We are looking for a Senior Tax Manager to join our High Net Worth (Family Wealth Services) tax practice. The candidate will consult on complex gifting and estate planning, oversee tax preparation for high‑net‑worth individuals, family partnerships and trusts, and provide technical and client service leadership.

Responsibilities

• Providing tax, gift and estate planning and compliance services for individuals and related trusts.
• Continuously expanding individual, gift, trust and estate tax planning knowledge.
• Developing and sustaining excellent client relationships as a trusted advisor.
• Identifying issues and recommending creative solutions to complex client issues.
• Managing client engagements to achieve optimum service expectations.
• Developing and growing a business network with referral relationships and potential clients.
• Holding yourself and others accountable for business development goals.
• Recruiting, developing and motivating team members.
• Creating a highly collaborative environment for team input and ideas.
• Promoting a culture of engagement, inclusion, and accountability.
• Setting and achieving stretch goals on a periodic basis that increase your value and contribution.

Requirements

Why You Should Join Us

Physical Requirements

Cognitive / Mental Requirements

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