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Last updated: 2 days ago

Tax Senior - High Net Worth/FWS

Elliott DavisRaleigh, NC, United States
Full-time

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... Show more

NCDOT - Technical Specialist- Mid Level

Sunrise SystemsRaleigh, North Carolina, United States
Full-time
Quick Apply

Job Title: Technical Specialist- Mid Level.Duration: 12 Months On Contract.CLIENT Transportation is seeking to fill a short-term (approx.The selected candidate will fill the role of.NET/C# Mid-Leve... Show more

.NET Developer

Siri InfoSolutions IncRaleigh, NC, United States
Full-time
Quick Apply

Must Have Technical/Functional Skills:</b></u></div> <ul> <li>Must have experience with older versions of.NET Framework/Core running </li> <li>on Windows ... Show more

Fleet Development Manager

FlyExclusiveRaleigh, NC, United States
Full-time

Raleigh, NC - Raleigh, NC 27609.Position Type: Full Time Job Shift: Day Education Level: None Travel Percentage: Up to 25%.Exclusive is one of the fastest-growing private aviation companies in the ... Show more

.NET Developer

AcestackRaleigh, NC, United States
Full-time
Quick Apply

NET Developer</p> <p style="text-align:start; text-indent:0px; -webkit-text-stroke-width:0px"> </p> <p style="text-align:start; text-indent:0px; -webkit-text-st... Show more

Senior Software Engineer

Piper CompaniesRALEIGH, North Carolina
$120,000.00 yearly
Full-time

Industrial automation and power solutions.The Senior Software Engineer will be responsible for designing, developing, and supporting modern business applications, integrations, and AI-enabled solut... Show more

Client Service Associate

Ivy Way PlacementsRaleigh, NC, us
$80,000.00 yearly
Full-time

Senior Client Service Associate.Raleigh-Durham-Chapel Hill, NC.A great Client Service Associate can solve three client problems, calm an advisor down, schedule a meeting, and save the day—all befor... Show more

Public Tax Manager

NorthPoint Search GroupRaleigh, NC, United States
Full-time

A CPA-certified tax professional with at least five years of public accounting experience and a minimum of two years in a managerial role.Manages complex tax compliance for partnerships and other p... Show more

Senior Bank Professional

Global Channel ManagementRaleigh, NC, United States
Full-time

Raleigh, North Carolina, United States.About the Job Senior Bank Professional.Senior Bank Professional needs 10+ years experience.Senior Bank Professional requires:.Senior Bank Professional duties:... Show more

LOGISTICS MANAGEMENT SPECIALIST (TITLE 32)

Department of the ArmyRaleigh, NC, United States
Full-time

Logistics Management Specialist.As a LOGISTICS MANAGEMENT SPECIALIST, GS-0346-09, you will plan and coordinate all matters pertaining to new and displaced equipment fielding, equipment readiness, a... Show more

Sr. Sales Manager

Jacuzzi GroupRaleigh, NC, US
Full-time
Quick Apply

Founded in 1956, the Jacuzzi® Brand has grown to become the modern-day Jacuzzi Group, the premier manufacturer of functional products for the home and outdoor space found in more than 60 countries.... Show more

Sales Brand Ambassador

Sales Focus Inc.Raleigh, NC, US
$45,000.00 yearly
Full-time
Quick Apply

Sales Brand Ambassadors on behalf of our client Duke Energy.SFI pioneered the sales outsourcing industry in the United States in 1998.We have 26 years of experience working within a wide range... Show more

Remote Revenue-cycle analytics / decision-support / RCM reporting leader - AI Trainer ($100-$100

MercorRaleigh, North Carolina, US
Remote
Full-time

Mercor is working with a leading AI research lab to improve the capabilities of next-generation AI systems.We are seeking experienced Revenue Cycle Analytics and Decision-Support leaders — includin... Show more

Personal Lines Agent (High Net Worth)

Impact Performance TeamRaleigh, NC, US
$50.00 hourly
Full-time
Quick Apply

Our client is an independent insurance agency based in Raleigh, North Carolina, that is rapidly growing.Our team takes an education-first approach, helping clients understand their coverage and mak... Show more

Tax Advisor

Cerity PartnersRaleigh, NC, United States
Full-time

Cerity Partners is seeking an experienced and highly credentialed Principal Tax Advisor to join our Tax Advisory Services team.In this senior-level role, you will serve as a trusted advisor to a de... Show more

Lead Full Stack Engineer (.Net, Vue/React) - Fully Remote

CoverGoRaleigh, NC, US
Remote
Full-time
Quick Apply

Working on the latest tech for the Insurtech Market Leader.At CoverGo, our mission is to empower all insurance companies to make insurance 100% digital and accessible to everyone.We are a leading g... Show more

Dry Van CDL-A: 70CPM | 45% of Net | $2400 Weekly + Bonuses

House of TruckingRALEIGH, NC, USA
Full-time

PAY & INCENTIVES • 70 CPM/ 45% of the net profit • $1900 - $2400 weekly take-home pay • 3000+ miles weekly • Cash Advance available • Clean Inspection Bonuses • Referral Bonuses • Pay period is... Show more

Manager

ClifyXRaleigh, NC, United States
Full-time

Mandatory skills: Project Management -.High energy, analytical, and service-oriented professional with a history of providing mindful leadership to improve technical capabilities.Preferred skills: ... Show more

Lead Application & Product Architect, Tax

Wolters Kluwer DXG U.S., Inc.NC, Cary, USA
Full-time

Wolters Kluwer Tax & Accounting creates solutions to optimize your entire firm with industry-leading integration and innovations to transform your tax, accounting, audit, firm operations, and resea... Show more

Lead Azure DevOps Engineer

Motion RecruitmentRaleigh, North Carolina, United States
Full-time

This is a full-time, hybrid opportunity in Raleigh, NC with a large enterprise company.The organization is heavily investing in Azure cloud, DevOps engineering, and Infrastructure as Code using Bic... Show more

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Tax Senior - High Net Worth/FWS

Tax Senior - High Net Worth/FWS

Elliott DavisRaleigh, NC, United States
23 days ago
Job type
  • Full-time
Job description

Tax Senior

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.

We are looking for a Tax Senior to join our High Net Worth (aka Family Wealth Services) practice group. This 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