Tax Manager - Private Clients (CHB)

About the role

The Private Clients (CHB) Practice at Elliott Davis is seeking a Tax Manager to lead the tax preparation and technical review process for primarily complex closely held businesses, ensuring compliance with state and federal tax regulations. The ideal candidate will also manage the tax team, advise on complex customer issues, and develop challenging developmental plans for all team members.

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