Senior Tax Manager - High Net Worth/FWS

Senior Tax Manager - High Net Worth/FWSJoin to apply for the Senior Tax Manager - High Net Worth/FWS role at Elliott Davis.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 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.ResponsibilitiesProviding tax, gift and estate planning and compliance services for individuals and related trustsContinuously expanding individual, gift, trust and estate tax planning and consulting knowledge, as well as overall professional developmentDeveloping and sustaining excellent client relationships to a level of becoming a trusted advisorIdentifying issues and recommending creative solutions to complex client issuesManaging client engagements to achieve optimum service expectationsDeveloping and growing a business network with referral relationships, potential clients, and organizations to attract new businessHolding yourself and others accountable for business development goalsRecruiting, developing, and motivating team membersCreating a highly collaborative environment in which team members reach out to others for input and ideasPromoting a culture of engagement, inclusion, and accountability for the organization’s core values and competencies for the teams that you leadSetting and achieving stretch goals on a periodic basis that increases your value and contribution to the organizationRequirementsBachelor’s degree in Accounting, Finance or Law; Master’s degree in Tax/LLM in Tax, preferred7+ years of recent public accounting firm experience working with individuals, partnerships, trusts and estates, including managing multiple projects and customer engagementsCPA certification requiredLeadership and project/team management skillsExcellent communication and networking acumenAbility to manage and grow strong customer relationshipsExperience with tax software and technologyWhy you should join usWe 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. 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’sFlexible work schedules16 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 counselingOne-on-one professional coachingLeadership and career development programsAccess to Beyond: a one-of-a-kind program with experiences that help you expand your life, personally and professionallyNotice to recruitersNotice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any Elliott Davis employee by external recruiters or recruitment agencies without a properly executed written contract for a specified position become the property of Elliott Davis.Ada RequirementsThe 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 RequirementsRegularly 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 telephoneSpecific vision abilities include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focusCognitive/Mental RequirementsUse written and oral communication skills; read and interpret data, information and documentsObserve and interpret situationsWork under deadlines with frequent interruptionsInteract with internal and external customers and others in the course of workSeniority level Mid-Senior levelEmployment type Full-timeJob function Accounting/Auditing and FinanceIndustries Professional Services #J-18808-Ljbffr

Created: 2025-09-21