Charlotte, North Carolina, United States · Hybrid
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Skills: Tax Preparation, Technical Review, Tax Consulting, Compliance, Tax Research
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Nashville, Tennessee, United States · On-site
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Nashville, Tennessee, United States · On-site
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Nashville, Tennessee, United States · On-site
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Nashville, Tennessee, United States · On-site
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Nashville, Tennessee, United States · On-site
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Nashville, Tennessee, United States · On-site
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Skills: Adaptability, Business Acumen, Customer and Client Focus, Oral Communications, Problem Solving
Nashville, Tennessee, United States · On-site
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Nashville, Tennessee, United States · On-site
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Oversee tax preparation and technical reviews for high-net-worth individuals, family partnerships, and trusts. Manage and motivate the tax team while maintaining strong customer relationships and ensuring regulatory compliance.
Requires a Bachelor's degree in Accounting, Finance, or Law, and a CPA or EA license. Candidates must have 5+ years of public accounting experience specializing in individuals, partnerships, trusts, and estates.
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 Manager to join our High Net Worth (aka Family Wealth Services) practice group. This candidate will oversee tax preparation and perform the technical review process, as well as consult on complex tax matters, for high-net-worth individuals, related family partnerships and trust tax returns. Other tasks include ensuring compliance with state and federal tax regulations, quarterly and year-end consulting, research and engagement oversight. The Tax Manager will delegate and manage tax assignments and perform administrative duties, as needed. The Tax Manager is responsible for supporting, supervising, motivating, and reviewing the work of the tax team.
Performing tax, gift and estate planning and compliance services for individuals, family limited partnerships and related trusts
Continuously expanding individual, gift, trust and estate tax knowledge, as well as overall professional development
Developing and sustaining excellent customer relationships
Being anticipatory and consulting on various tax matters
Actively communicating progress of engagements, problems, and resolutions to customers
Monitoring economic performance of engagements, including billing and collections
Developing and growing a business network with colleagues, referral relationships, potential customers, and external organizations to attract new business
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
Other duties within the scope of the practice
Bachelor’s degree in Accounting, Finance or Law; Master’s degree in Tax/LLM in Tax, preferred
5+ years of recent public accounting firm experience working with individuals, partnerships, trusts and estates, including managing multiple projects and customer engagements
EA License, or CPA certification required
Project/team management skills
Excellent communication and networking acumen
Ability to manage and grow strong customer relationships
Experience with tax software and technology
Ability to multitask along with demonstration of commitment to continuous learning
#LI-EG1
#LI-HYBRID
We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater.
That's right – all aspects of life, not just your life as an employee, because we understand that there's 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.
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.
Top 50 US business solutions firm with over 100 years of expertise.
Elliott Davis is a top 50 business solutions firm founded in 1920. Follow along here for our people, ideas, & events, and visit elliottdavis.com for more information. “Elliott Davis" is the brand name under which Elliott Davis, LLC (doing business in North Carolina and D.C. as Elliott Davis, PLLC) and Elliott Davis Advisory, LLC and its subsidiary entities provide professional services. Elliott Davis, LLC and Elliott Davis Advisory, LLC and its subsidiary entities practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Elliott Davis, LLC is a licensed independent CPA firm that provides attest services to its customers. Elliott Davis Advisory, LLC and its subsidiary entities provide tax and business consulting services to their customers. Elliott Davis Advisory, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the Elliott Davis brand are each individual firms that are separate legal and independently owned entities and are not responsible or liable for the services and/or products provided by any other entity providing services and/or products under the Elliott Davis brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by Elliott Davis, LLC and Elliott Davis Advisory, LLC.
Offices: 355 S. Main Street, Suite 500, Greenville, South Carolina 29601, US · 500 E. Morehead Street, Suite 700, Charlotte, NC 28202, US · 2151 Pickens St, Suite 200, Columbia, South Carolina 29201, US · 555 Walnut St, Suite 300, Chattanooga, Tennessee 37402, US · 4350 Lassiter at North Hills Ave, Suite 200, Raleigh, North Carolina 27609, US
