Tax Manager - High Net Worth
ED03 Elliott Davis Advisory, LLC
WHO WE ARE 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. Responsibilities Providing tax planning and compliance services for high net worth individuals and related trusts. Developing and sustaining excellent client relationships to become a trusted advisor. Identifying issues and recommending creative solutions to complex client issues. Managing client engagements to achieve optimum service expectations. Developing and growing a business network with referral relationships, potential clients, and organizations to attract new business. Holding yourself and others accountable for business development goals. 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 you lead. Setting and achieving stretch goals on a periodic basis that increases your value and contribution to the organization. Qualifications Bachelor’s degree in accounting or finance; master’s degree in tax preferred; or equivalent combination of relevant education and experience. 5+ years recent accounting firm experience, including managing multiple tax accounting projects and client engagements, directing and scheduling staff, and managing workflow. CPA certification. Ability to multitask. Leadership and project management skills. Excellent communication and networking acumen. Ability to manage and grow strong customer relationships. Experience with tax software and technology. Benefits 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. This job description is not intended to be all‑inclusive. Employees may perform other related duties as negotiated to meet the ongoing needs of the organization. #J-18808-Ljbffr
- ...Public Tax Manager Who: A CPA-certified tax professional with at least five years of public... ...Environment: A collaborative, inclusive, high-integrity culture focused on professional... ...estate, professional services, and high-net-worth individuals. This role includes...High net worthFull timeWork at officeImmediate start
- Senior Tax Manager - Chattanooga, TN Who: A seasoned tax professional with 7+ years of public accounting experience serving high-net-worth individuals, family partnerships, trusts, and estates. What: Lead complex tax, gift, and estate planning engagements while overseeing...High net worthFull timeWork at officeImmediate start
- ...Tax Manager Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture.... ...on the world. We are looking for a Tax Manager to join our High Net Worth tax practice. This candidate will oversee the tax preparation...High net worthFlexible hours
- ...HHM CPAs is seeking seasoned CPAs for the position of Senior Tax Manager with the potential of becoming Tax Partner. This role will be onsite in Chattanooga, TN. Your Responsibilities: Act as an expert on tax review and planning with varying levels of complexity...SuggestedWork experience placement
- ...Job Description As a Tax Manager at this firm, you will play a crucial role in overseeing and managing our clients' tax matters. You will be responsible for providing expert tax advice, ensuring compliance with tax regulations, and facilitating the achievement of...SuggestedLocal area
- ...WHO WE ARE Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture... ...customers, and our communities. Our office is seeking a Tax Manager to join the team. You have the opportunity to make a significant...Contract workWork at officeFlexible hours
- Tax Manager - Chattanooga, TN Who: A tax professional with 5+ years of recent public accounting experience and strong expertise in entity... ..., and strengthen long-term customer relationships through high-quality service and advisory work. Office Environment: Collaborative...Full timeWork at officeImmediate start
- ...Tax Manager - Chattanooga, TN Who: An experienced tax professional with 5+ years in public accounting and strong experience across all entity types. What: Lead tax engagements, review complex returns, develop staff, manage workflow, and drive client relationships and business...Full timeWork at office
- ...qualified individual for the position of Tax Associate. The individual selected for... ...entertainment industry professionals and other high-net-worth and ultra-high-net-worth individuals.... .... Communicate effectively with tax managers, advisors, and their clients in a timely...High net worthFull timeWork at officeLocal area
$150k - $200k
...Job Description Position: Senior Tax Manager A well-established and growing CPA firm is seeking a Senior Tax Manager to... ...Key Responsibilities: Lead and manage a team of highly motivated tax professionals. Provide tax compliance and consulting...Full timeLocal area- ...solving problems and creating solutions-JHM is the place for you! TAX MANAGER This Tax Manager role is a great opportunity for anyone passionate about tax and is looking to step into a highly visible role with sophisticated clients. You would be joining a family...Full timeWork at officeLocal areaWork from home
- ...Tax Senior Manager We are looking for a Tax Senior 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...
- ...is seeking a Financial Advisor for their Merrill Advisor Development Program. The role involves developing relationships with high-net-worth clients, understanding their financial goals, and making suitable investment recommendations. The ideal candidate will have solid...High net worthFull time
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...Senior Tax Accountant / Tax Supervisor – REMOTE (Atlanta based... ...@sagedata.io Who: A highly skilled tax professional with... ...accounting experience. What: Manage and execute complex tax... ...support to business owners and high-net-worth individuals. This is a career-...High net worthRemote jobFull timeWork at officeImmediate start- ...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...Flexible hours
$102.1k - $187k
...to go. Join EY and help to build a better working world. Tax Services Manager - Financial Services Office - Customer Tax Operations and Reporting... ...click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects...Summer holidayWork at officeRemote workFlexible hours- ...Tax Senior Manager We are looking for a Tax Senior Manager to join our Real Estate Practice. This candidate will consult on complex tax matters and oversee the tax compliance process for primarily real estate related businesses, ensuring compliance with state and federal...Local area
- ...creating solutions-JHM is the place for you! TAX SUPERVISOR This Tax Supervisor role... ...benefits, in addition to being part of a high-powered, effective team! Here are just a... ...required Organizational and time management skills; ability to prioritize multiple assignments...Full timeWork at officeLocal areaWork from home
- ...Remote NEXTChapter Transitions is a specialized downsizing, move management, and professional organizing company serving the Chattanooga... ...isn't necessary; a real talent for it is. Poise with higher-net-worth clients — discreet, composed, and genuinely approachable in any...High net worthHourly payFull timeRelocationMonday to FridayFlexible hours
$103.1k - $188.9k
...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality... ...opportunity to focus on US and global tax information reporting and withholding... ...key responsibilities Understanding and high-level working knowledge of requirements of...Full timeSummer holidayFlexible hours$10k
...Gifts Officer identifies, cultivates, solicits, and stewards high‑net‑worth individuals, families, corporations, and foundations capable... ...charitable contributions (typically $10,000–$1M+). The role manages a portfolio of qualified prospects and donors, develops personalized...High net worthFull timeWork at officeLocal areaFlexible hours$104.6k - $191.6k
...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality... ...of professionals providing dedicated tax technical services to both US and global... ...additional information. EY focuses on high-ethical standards and integrity among its...Full timeSummer holidayWork at officeFlexible hours$82k - $85k
...Controller is responsible for teaming with operations controller to manage accounting operations, financial reporting, internal controls,... ...readiness and external audit process Maintain compliance with tax, regulatory, and banking requirements Develop policies and SOPs...$142.6k - $261.5k
...assists in planning, pursuing, delivering, and managing large, complex full lifecycle initiatives... ..., and federal payroll regulations and tax laws. Maintain and update payroll... ...or MS degree preferred, but not required Highly Preferred – Big 4 Consulting Experience ADP...Summer holidayLocal areaFlexible hours$105k - $145k
...on a permanent-full-time basis! We are seeking Audit Managers with a path to Partnership to assist in a variety of projects including... ...Demonstrate excellent team skills, a positive attitude, and high ethical standards. Audit Manager Qualifications: ~5+...Permanent employmentFull timeWork at officeRemote workWork from homeFlexible hours- ...Job Type Full-time Description Audit Manager- Join the JHM Team in Chattanooga, TN! At JHM , work-life balance isn... ...variety of attractive benefits, in addition to being part of a high-powered, effective team! Here are just a few of our attractive benefits...Full timeWork from home
- ...Job Description Position: Senior Audit Manager We are seeking a highly skilled Senior Audit Manager to join our growing accounting firm.... ...best practices. Coordinate with internal teams across tax and advisory services to provide comprehensive client...Full time
- ...OPPORTUNITY This Audit Manager role is a great opportunity for anyone passionate about auditing and is looking to step into a highly visible role with sophisticated clients. You would be joining afamily-orientedoffice in Nashville, Knoxville, Chattanooga, or Louisville...
- ...Experienced Tax Preparers Calling all experienced tax preparers! Join our team for an exciting opportunity that offers flexible schedules. Leverage your tax expertise, business background, and knowledge of tax laws to propel you to the next level. You will provide exceptional...Local areaFlexible hours
- ...adding this side gig or growing a new career at Jackson Hewitt and apply today! If you join our team as an Entry-Level Seasonal Tax Preparer , you'll conduct one-on-one tax interviews with clients, start to develop your book of business, and provide exceptional...Second jobSeasonal workLocal areaFlexible hours
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