Tax Manager - High Net Worth

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We are seeking a Tax Manager to join our High Net Worth tax practice. This candidate will oversee the tax preparation process primarily for individuals and trusts to ensure compliance with state and federal tax regulations. The Tax Manager will delegate and manage tax assignments and perform administrative duties, and will be responsible for training, supporting, supervising, motivating, and reviewing the work of their team.

Responsibilities

• Providing tax planning and compliance services for high net worth individuals and related trusts
• 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

• Bachelors degree in accounting or finance;
  Masters degree in Tax preferred; or equivalent combination of relevant education and experience
• 5+ years recent accounting firm experience including managing multiple tax accounting projects and client engagements, directing and scheduling staff, and managing workflow
• CPA certification
• Ability to multitask
• Leadership and project management skills
• Excellent communication and networking acumen
• Ability to manage and grow strong customer relationships
• Experience with tax software and technology

This job description is not intended to be all-inclusive. Employees may perform other related duties as negotiated to meet the ongoing needs of the organization.

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. Here are some ways our work works for your life, growth, and 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 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 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 external recruiters or agencies without a properly executed written contract for a specified position become the property of Elliott Davis.

Physical and Cognitive/Mental 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

• 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
• Specific vision abilities including close, distance, color, peripheral vision, 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