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Tax Manager - Financial Services

Elliott Davis

Tax Manager

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.

Job Summary

We are looking for a Tax Manager to join our Financial Services Practice group. This candidate will consult on complex tax matters and oversee the tax compliance process for financial institutions and financial services companies, ensuring compliance with federal and state regulations. Tasks will include leading a team, advising, researching and identifying tax issues, recommending solutions to customer issues, and engagement management. The Tax Manager will delegate and manage tax assignments and perform administrative duties, as needed. The Tax Manager is responsible for training, supporting, supervising, motivating, developing, and reviewing the work of their engagement team.

Responsibilities

  • Developing and sustaining excellent customer relationships in our markets
  • Performing a technical review of federal and state tax research, work papers, allocations, and tax returns
  • Reviewing and assisting with income tax accounting reporting
  • Being anticipatory and consulting on various tax matters
  • Actively communicating progress of engagements, problems, and resolutions to customers
  • Collaborating cross-functionally within the firm to grow existing business and offer a variety of business solutions to customers and prospects
  • Facilitating economic performance of engagements, including billing and collections
  • Continuously improving specialty area knowledge and professional development
  • Coaching and developing team members to their maximum potential, providing ongoing feedback and development opportunities throughout the year
  • Developing and growing a business network with colleagues, referral relationships, potential customers, and external organizations to attract new business
  • Representing the firm in the business community and being active within professional organizations
  • 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 regular 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, preferred
  • 5+ years of recent public accounting firm experience
  • Strong experience with corporate tax accounting, ASC 740 preferred
  • EA license or CPA certification, required
  • Leadership and project 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

We 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, because we understand that there's life beyond your job. 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's
  • Flexible work schedules
  • 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and 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 one-of-a kind program with experiences that help you expand your life, personally and professionally
Elliott Davis
Vacancy posted 2 days ago
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