Senior Tax Manager - High Net Worth / FWS

Senior Tax Manager

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, a licensed CPA firm.

We are looking for a Senior Tax Manager to join our High Net Worth (aka Family Wealth Services) tax practice. This candidate will consult on complex gifting and estate planning, as well as oversee the tax preparation process primarily for high-net-worth individuals, related family partnerships, and trust tax returns to ensure compliance with state and federal tax regulations. Tasks will also include business development, leading a team, technical review, quarterly and year-end consulting, identifying tax issues and providing solutions to technical tax matters, as well as engagement oversight and management to achieve accurate and efficient results. The Senior Tax Manager is 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.

Responsibilities

• Providing tax, gift, and estate planning and compliance services for individuals and related trusts
• Continuously expanding individual, gift, trust, and estate tax planning and consulting knowledge, as well as overall professional development
• Developing and sustaining excellent client relationships to a level of becoming 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, potential clients, and organizations to attract new business
• Holding yourself and others accountable for business development goals
• Recruiting, developing, and motivating team members
• Creating a highly collaborative environment in which team members reach out to others for input and ideas
• Promoting a culture of engagement, inclusion, and accountability for the organizations core values and competencies for the teams that you lead.
• Setting and achieving stretch goals on a periodic basis that increases your value and contribution to the organization

Requirements

We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater. Thats right all aspects of life, not just your life as an employee, because we understand that theres life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being :

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 : 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.