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Senior Tax Manager - High Net Worth/FWS
Senior Tax Manager - High Net Worth/FWSElliott Davis • Columbia, SC, United States
Senior Tax Manager - High Net Worth / FWS

Senior Tax Manager - High Net Worth / FWS

Elliott Davis • Columbia, SC, United States
1 day ago
Job type
  • Full-time
Job description

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

  • 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 with individuals, partnerships, trusts and estates.
  • 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

  • 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 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 unique program that expands life, personally and professionally.

    • Physical Requirements

  • Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; talk or hear, both in person and by telephone.
  • Requires specific vision abilities : close vision, distance vision, color, peripheral, depth perception and ability to adjust focus.

    • Cognitive / Mental Requirements

  • Use written and oral communication skills.
  • Read and interpret data, information and documents.
  • Observe and interpret situations.
  • Work under deadlines with frequent interruptions.
  • Interact with internal and external customers and others in the course of work.

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    Tax Senior Manager • Columbia, SC, United States