Overview
Senior Tax Manager - Private Clients (CHB) at Elliott Davis. This role oversees the tax preparation and technical review process for primarily complex, closely held businesses, ensuring compliance with state and federal tax regulations. The customers served are predominantly passthrough entities and their individual business owners. The Senior Tax Manager will lead the tax team, advise, research, identify tax issues, and recommend solutions to complex client issues. The Senior Tax Manager trains, motivates, develops, and reviews their team\'s work.
Responsibilities
- Developing and sustaining excellent client relationships with clients in the real estate market.
- Performing technical review of tax returns with varying complexity.
- Identifying and recommending creative solutions to complex client issues.
- Reviewing operating agreements, letters of intent, purchase agreements, and other legal documentation related to tax transactions.
- Monitoring economic performance of engagements, including billing and collections.
- Recruiting, developing, and motivating team members, creating pools of ready-now leaders.
- Collaborating cross-functionally within the firm to grow existing business and offer a variety of business solutions to clients and prospects.
- Developing and growing a business network with colleagues, referral relationships, potential customers, and external organizations to attract new business.
Requirements
Minimum of a Bachelor's degree in Accounting or Finance; Masters in Tax preferred; or equivalent combination of relevant education and experience.7+ years of recent public accounting firm experience, including managing multiple real estate tax projects and client engagements.Experience developing team members, assigning projects, and managing workflow.Significant experience working within the real estate industry and on all types of entity and individual taxes, especially partnerships.CPA certification.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.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 greater. We offer benefits and programs designed to support your life, growth, and well-being.
Generous time away and paid firm holidays, including the week between Christmas and New Year'sFlexible work schedulesPaid leave programs (maternity, adoption, parental, caregiver) where eligibleFirst-class health and wellness benefits, including wellness coaching and mental health counselingOne-on-one professional coachingLeadership and career development programsAccess to Beyond program with experiences to expand your life personally and professionallyNotice to 3rd Party Recruiters
Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted to Elliott Davis by external recruiters or agencies without a properly executed written contract for a specified position become the property of Elliott Davis.
ADA Requirements
The physical and cognitive / mental requirements and 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
Regularly required to remain in a stationary position; use hands to operate standard office equipment; talk or hear in person and by telephoneSpecific vision abilities include close, distance, color, peripheral vision, depth perception, and the ability to adjust focusCognitive / Mental Requirements
Use written and oral communication skillsRead and interpret data, information, and documentsObserve and interpret situationsWork under deadlines with frequent interruptionsInteract with internal and external customersSeniority level
Mid-Senior levelEmployment type
Full-timeJob function
Accounting / Auditing and FinanceIndustries
Professional ServicesJ-18808-Ljbffr