Talent.com
Senior Tax Manager - High Net Worth / FWS

Senior Tax Manager - High Net Worth / FWS

Elliott DavisNashville, TN, United States
7 days ago
Job type
  • Full-time
Job description

Overview

Senior Tax Manager - High Net Worth / FWS at Elliott Davis .

Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. 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 organization’s 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

  • 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 working with individuals, partnerships, trusts and estates, including managing multiple projects and customer engagements
  • CPA certification required
  • 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 that much greater. Thats Right – All Aspects Of Life, Not Just Your Life As An Employee, Because We Understand That There is 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
  • 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.

    Legal / Additional Information

    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.

    Seniority level

  • Mid-Senior level
  • Employment type

  • Full-time
  • Job function

  • Accounting / Auditing and Finance
  • Industries

  • Professional Services
  • Get notified about new Senior Tax Manager jobs in Nashville, TN .

    #J-18808-Ljbffr

    Create a job alert for this search

    Tax Senior Manager • Nashville, TN, United States

    Related jobs
    • Promoted
    Tax Senior Manager - Nashville, TN

    Tax Senior Manager - Nashville, TN

    Beech Valley SolutionsNashville, TN, United States
    Full-time +1
    Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.Sign in to access AI-powered advices. Continue with Google Continue with Google.Continue with Google Co...Show moreLast updated: 4 days ago
    • Promoted
    Corporate Senior Tax Manager

    Corporate Senior Tax Manager

    Frazier & DeeterNashville, TN, US
    Full-time
    Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among ...Show moreLast updated: 30+ days ago
    • Promoted
    Passthrough Senior Tax Manager

    Passthrough Senior Tax Manager

    FDNashville, TN, United States
    Full-time
    Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among ...Show moreLast updated: 7 days ago
    • Promoted
    Business Tax Services - Private Tax - High Net Worth Individuals - Senior

    Business Tax Services - Private Tax - High Net Worth Individuals - Senior

    EYNashville, TN, United States
    Full-time
    At EY, we're all in to shape your future with confidence.We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.Join EY and help ...Show moreLast updated: 21 days ago
    • Promoted
    Tax Manager / Senior Manager

    Tax Manager / Senior Manager

    Solid Rock Recruiting LLCNashville, TN, United States
    Full-time
    Tax Manager – Public Accounting Firm (Confidential Search).Hybrid (flexible in-office schedule).Our client is a well-established. They take pride in offering a modern approach to work–life balance w...Show moreLast updated: 4 days ago
    • Promoted
    Senior Manager, Tax

    Senior Manager, Tax

    Forvis Mazars, LLPNashville, TN, United States
    Full-time
    The Tax team is dedicated to helping clients navigate a complex tax landscape with clarity and confidence.Our team delivers practical, forward-thinking guidance tailored to each client's goals, off...Show moreLast updated: 7 days ago
    • Promoted
    Senior Tax Manager

    Senior Tax Manager

    MDA EdgeLebanon, TN, United States
    Full-time
    An active CPA license is required.Bachelor's degree in accounting is required.Master's or graduate-level degree in Accounting or Taxation is preferred. A Day in the Life of a Tax Manager.Manage a cl...Show moreLast updated: 7 days ago
    • Promoted
    Passthrough Tax Senior Manager

    Passthrough Tax Senior Manager

    Frazier & DeeterNashville, TN, United States
    Full-time
    Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among ...Show moreLast updated: 2 days ago
    • Promoted
    Tax Senior Manager, Private Client Services

    Tax Senior Manager, Private Client Services

    BDO Capital Advisors, LLCNashville, TN, United States
    Full-time
    Tax Senior Manager, Private Client Services.The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients.Significant kno...Show moreLast updated: 4 days ago
    Senior Tax Manager

    Senior Tax Manager

    NorthPoint Search GroupNashville, TN, US
    Full-time
    Quick Apply
    Tax Senior Manager - Nashville TN Who : .Skilled tax professional with CPA, EA, or equivalent certification and 7+ years in tax leadership roles. Oversee tax compliance, planning, and consulting servi...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Senior Manager, Private Client Services

    Tax Senior Manager, Private Client Services

    BDO USA, LLPNashville, TN, United States
    Full-time
    The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation related to personal incom...Show moreLast updated: 4 days ago
    • Promoted
    Tax Senior Manager

    Tax Senior Manager

    CBIZNashville, TN, United States
    Full-time
    Apply for the Tax Senior Manager role at CBIZ.This position offers an opportunity to work with a leading professional services advisor to middle‑market businesses. Essential Functions And Primary Du...Show moreLast updated: 7 days ago
    • Promoted
    Tax Manager / Senior Manager

    Tax Manager / Senior Manager

    Calvetti Ferguson - Experienced ProfessionalsNashville, TN, United States
    Full-time
    Calvetti Ferguson is a leading CPA and advisory firm that's more than just numbers.We're a team of passionate professionals who are dedicated to empowering businesses and individuals to achieve the...Show moreLast updated: 7 days ago
    • Promoted
    Senior Manager, Tax

    Senior Manager, Tax

    RelativityNashville, TN, United States
    Full-time
    Join our dynamic Tax team, where strategic thinking meets operational excellence.As a Senior Manager, Tax, you'll lead a high-performing group responsible for delivering accurate and timely tax pro...Show moreLast updated: 7 days ago
    • Promoted
    Passthrough Senior Tax Manager

    Passthrough Senior Tax Manager

    Frazier & DeeterNashville, TN, United States
    Full-time
    Be among the first 25 applicants.Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for W...Show moreLast updated: 7 days ago
    • Promoted
    Senior Manager, Tax

    Senior Manager, Tax

    Forvis Mazars USNashville, TN, United States
    Full-time
    The Tax team is dedicated to helping clients navigate a complex tax landscape with clarity and confidence.Our team delivers practical, forward-thinking guidance tailored to each client’s goals, off...Show moreLast updated: 7 days ago
    • Promoted
    Senior Tax Manager

    Senior Tax Manager

    The Bahnsen GroupNashville, TN, United States
    Full-time
    At the Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraor...Show moreLast updated: 7 days ago
    • Promoted
    Tax Senior

    Tax Senior

    gpacAntioch, TN, United States
    Full-time
    As a Tax senior at this firm, you will play a crucial role in overseeing our clients' tax matters.You will be responsible for providing expert tax advice, ensuring compliance with tax regulations, ...Show moreLast updated: 21 days ago