Tax Senior - High Net Worth/FWS

WHO WE AREElliott 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. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.Job SummaryWe are looking for a Tax Senior to join our High Net Worth (aka Family Wealth Services) practice group. Tis candidate will prepare and perform technical review on high-net-worth individuals, related family partnerships and trust tax returns to ensure compliance with state and federal tax regulations. Tasks will also include preparation of complex level tax returns, reviewing basic engagements, as well as calculating quarterly estimates and providing year-end tax planning. The Tax Senior is responsible for sustaining excellent customer relationships and supervising, motivating, and developing our tax associates to become future members of this industry group.Responsibilities Performing tax, gift and estate compliance services to individuals, family limited partnerships and trustsContinuously expanding individual, gift, trust and estate tax knowledge, as well as overall professional developmentPerform technical reviews of individual tax returnsGather data from customer and/or third-party sourcesPerform basic tax research to support tax return positionsResolve all open items/issues encountered on assigned engagementsActively monitor engagement economics by managing budgets and seeking efficienciesDirect and control concurrent assignments to successful completionDevelop and lead associates through engagements, delegate assignments and tasks when appropriateProvide honest, objective, and constructive feedback in timely manner to associatesCollaborate to identify and sell opportunities among existing customersServe as a mentor through active participation in firm committees, departmental matters, and eventsActive in recruiting new and experienced associatesOther duties within the scope of the practiceRequirements Bachelor’s degree in Accounting, Finance or Law; Master’s degree in Tax/LLM in Tax, preferred2+ years of recent public accounting firm experienceExperience working with individual tax returnsGift, trust, estate and family limited partnership tax experience, a plusSignificant progress toward EA License or CPA certification, preferredStrong oral and written communication skills Effective analytical and problem-solving ability Strong time and work management skills #LI-EG1#LI-HYBRIDWHY YOU SHOULD JOIN USWe 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 professionallyNOTICE TO 3RD PARTY RECRUITERSNotice 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 any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team 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.ADA REQUIREMENTSThe 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 RequirementsWhile performing the duties of this job, the employee is:• 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• Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focusCognitive/Mental RequirementsWhile performing the duties of this job, the employee is regularly required to:• Use written and oral communication skills. • Read and interpret data, information, and documents. • Observe and interpret situations. • Work under deadlines with frequent interruptions; and• Interact with internal and external customers and others in the course of work.SummaryLocation: Greenville, SC; Charlotte, NC; Chattanooga, TN; Raleigh, NC; Columbia, SC; Charleston, SC; Nashville, TN; US RemoteType: Full time