Tax Manager - High Net Worth/ FWS
Job Summary
We are seeking a Tax Manager to join our High Net Worth (aka Family Wealth Services) practice group. The ideal candidate will oversee tax preparation and perform the technical review process, consult on complex tax matters, ensure compliance with state and federal tax regulations, and manage multiple projects and customer engagements.
Responsibilities
- 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
- Anticipating 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
- Sets and achieves stretch goals on a periodic basis that increases your value and contribution to the organization
Requirements
- 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
- EALicense, 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
Why You Should Join Us
- Generous time away and paid firm holidays
- Flexible work schedules
- First-class health and wellness benefits
- One-on-one professional coaching
- Leverage leadership and career development programs
Notice to 3rd Party Recruiters
We reserve the right to retain any third-party recruiters who submit candidates to us without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team. Any such submissions will 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.