Senior Tax Manager - High Net Worth/FWS

Senior Tax Manager - High Net Worth/FWS at Elliott DavisJoin to apply for the Senior Tax Manager - High Net Worth/FWS role at Elliott Davis.OverviewElliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. We operate nine offices across fast-growing cities in the US and value inclusivity, collaboration, and collective growth. 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 Senior Tax Manager to join our High Net Worth (Family Wealth Services) tax practice. The candidate will consult on complex gifting and estate planning, and 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. Responsibilities also include business development, leading a team, technical review, quarterly and year-end consulting, identifying tax issues and providing solutions to technical tax matters, engagement oversight and management, and training and developing the team. This role is viewed as a future leadership position within the firm.ResponsibilitiesProviding tax, gift and estate planning and compliance services for individuals and related trustsContinuously expanding knowledge in individual, gift, trust and estate tax planning and consulting, and professional developmentDeveloping and sustaining excellent client relationships to become a trusted advisorIdentifying issues and recommending creative solutions to complex client issuesManaging client engagements to achieve optimum service expectationsDeveloping and growing a business network to attract new businessHolding yourself and others accountable for business development goalsRecruiting, developing, and motivating team membersCreating a highly collaborative environment for input and ideasPromoting a culture of engagement, inclusion, and accountability for the organization’s core valuesSetting and achieving stretch goals to increase value and contributionRequirementsBachelor’s degree in Accounting, Finance or Law; Master’s degree in Tax/LLM in Tax preferred7+ years of recent public accounting experience with individuals, partnerships, trusts and estates, including managing multiple projectsCPA certification requiredLeadership and project/team management skillsExcellent communication and networking abilitiesAbility to manage and grow strong client relationshipsExperience with tax software and technologyWhy You Should Join UsWe believe employees thrive in all facets of life, which enhances their work and impact. We offer benefits and programs to support life beyond work, growth, and well-being:Generous time away and paid firm holidays, including the week between Christmas and New Year’sFlexible work schedules16 weeks of paid maternity/adoption leave, 8 weeks paid parental leave, 4 weeks caregiver leave (where eligible)Comprehensive health and wellness benefits, including coaching and mental health counselingOne-on-one professional coachingLeadership and career development programsAccess to Beyond: life and professional expansion experiencesOtherNotice to Recruiters and Agencies: Resumes submitted without prior written approval may be considered the property of Elliott Davis. This posting includes additional HR notices and requirements as applicable to the role. #J-18808-Ljbffr

Created: 2025-09-17