Tax Manager - Private Clients (CHB)

About the role

The Private Clients (CHB) Practice at Elliott Davis is seeking a Tax Manager to oversee the tax preparation and technical review process for primarily complex closely held businesses. The ideal candidate will ensure compliance with state and federal tax regulations and provide exceptional service to clients.

Responsibilities

• Possess thorough knowledge of all facets of the customer’s business to ensure customer understanding of engagement economics and to provide frequent updates
• Actively communicate the progress of engagements, problems, and resolutions to customers
• Continuously improve specialty area knowledge and educate the team on new audit practices and processes
• Manage billable hour budgets and follow up when the team is over/under to determine the cause
• Perform technical tax review of assigned tax returns simultaneously and of varying complexity
• Research and identify complex tax issues and recommend creative solutions with the input of key stakeholders
• Build challenging developmental plans for all team members and evaluate the results
• Delegate and manage tax and research assignments to achieve accurate and efficient product
• Assume responsibility for and provide direction and coaching to the tax team
• Generate new business for the firm through community involvement, networking, and professional events/committees
• Develop and sustain excellent customer relationships, owning the relationship end-to-end
• Provide effective performance feedback and on-the-job training
• Contribute to performance management to help assess readiness for promotion of staff and senior levels

Requirements

• Bachelor’s degree in accounting or finance; Master’s degree in Tax preferred
• 5+ years of recent accounting firm experience, including managing multiple tax accounting projects and customer engagements, directing, scheduling staff, and managing workflow
• Significant experience working with all types of entity taxes
• CPA certification
• Able to multitask
• Excellent communication skills

Qualifications

• Travel up to 15% of the time may be required

Benefits

• Generous time away and paid firm holidays
• Flexible work schedules
• Paid maternity and adoption leave
• Paid parental leave
• Paid caregiver leave
• First-class health and wellness benefits
• One-on-one professional coaching
• Lifetime career development programs

Schedule

• Regularly required to remain in a stationary position
• Use hands repetitively to operate standard office equipment
• Use vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus
• Work under deadlines with frequent interruptions
• Interact with internal and external customers and others in the course of work