Tax Manager - High Net Worth
Elliot Davis
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.We’re Elliott Davis, and we’re revolutionizing what it means to work in the public accounting field. Around here we may do the work of accountants, but we think like startup entrepreneurs, social do-gooders and community leaders.So, what does that mean for you? We are so glad you asked.As part of the Elliott Davis team, you’ll get hands-on experience working alongside some of the leading experts in the financial and consulting field, while enjoying the freedom and autonomy to manage your career and make a positive impact 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 process primarily for individuals and trusts to ensure compliance with state and federal tax regulations. In addition, the Tax Manager will delegate and manage tax assignments and perform administrative duties, and will be responsible for training, supporting, supervising, motivating, and reviewing the work of their team. Are you the right fit for our Tax Manager opening? If so, we would love to hear from you!#LI-RB1#LI-HybridResponsibilities:Providing tax planning and compliance services for high net worth individuals and related trustsDeveloping and sustaining excellent client relationships to a level of becoming a trusted advisorIdentifying issues and recommending creative solutions to complex client issuesManaging client engagements to achieve optimum service expectationsDeveloping and growing a business network with referral relationships, potential clients, and organizations to attract new businessHolding yourself and others accountable for business development goalsRecruiting, developing, and motivating team membersCreating a highly collaborative environment in which team members reach out to others for input and ideasPromoting 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 periodic basis that increases your value and contribution to the organizationRequirements:Bachelors degree in accounting or finance; Masters degree in Tax preferred; or equivalent combination of relevant education and experience5+ years recent accounting firm experience including managing multiple tax accounting projects and client engagements, directing and scheduling staff, and managing workflow.CPA certificationAbility to multitaskLeadership and project management skillsExcellent communication and networking acumenAbility to manage and grow strong customer relationshipsExperience with tax software and technologyThis 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.WHY 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: Charlotte, NC; Chattanooga, TN; Raleigh, NC; Columbia, SC; Nashville, TN; Charleston, SC; Greenville, SCType: Full time
- WHO WE AREElliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace... ...a licensed CPA firm.Job SummaryWe are looking for a Tax Manager to join our High Net Worth (aka Family Wealth Services) practice group. This candidate...High net worthFull timeContract workWork at officeRemote workFlexible hours
- Public Tax Manager Who: A CPA-certified tax professional with at least five years of public... ...: A collaborative, inclusive, high-integrity culture focused on professional... ...estate, professional services, and high-net-worth individuals. This role includes reviewing...High net worthFull timeWork at officeImmediate start
- ...Job Description 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...High net worthFull timeWork at officeImmediate start
$130k - $180k
...range $130,000.00/yr - $180,000.00/yr Senior Tax Manager (Remote) We are currently looking for a highly motivated, detail-oriented, and experienced... ...expertise in business tax returns, 1120S, S Corp, high net worth, corporations, tax returns, individual, tax...High net worthFull timeWork at officeLocal areaRemote work$95k - $110k
...Senior Tax Accountant / Tax Supervisor A highly skilled tax professional with 48 years of public accounting experience. Manage and execute complex tax engagements while contributing to strategic... ...to business owners and high-net-worth individuals. This is a career-path...High net worthRemote jobWork at officeImmediate start- ...Public Tax Manager A CPA-certified tax professional with at least five years of public accounting... ...: a collaborative, inclusive, high-integrity culture focused on professional... ...estate, professional services, and high-net-worth individuals. This role includes reviewing...High net worthFull timeWork at officeImmediate start
- DescriptionThis Private Clients 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. The LBMC Tax Manager reviews and manages tax engagements for clients while providing internal...Work at officeLocal areaRemote work
- ...WE AREElliott Davis pairs forward-thinking tax, assurance and consulting services with... ...a specialized group within our firm that manages the unique tax needs of tax-exempt organizations... ...of tax-exempt entities and serving as a high-level strategic advisor.• Perform complex...Full timeContract workWork at officeFlexible hours
- WHO WE AREElliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine... ...and dealing with Subchapter K reporting matters, including managing multiple projects and customer engagementsExperience developing...Full timeContract workWork at officeLocal areaRemote workFlexible 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- WHO WE AREElliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine... ..., and our communities. Job SummaryWe are looking for a Tax Manager to join our Financial Services Practice group. This candidate will...Full timeContract workWork at officeFlexible hours
- ...AREElliott Davis pairs forward-thinking tax, assurance and consulting services with industry... ...seeking an experienced M&A Tax Senior Manager to lead the day-to-day execution of tax... ...strategic transactions. This role is highly visible and client-facing, with responsibility...Full timeContract workWork at officeLocal areaRemote workFlexible 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. Responsibilities Act as an expert on tax review and planning with varying levels of complexity to generate...Work 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...Local area
- 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
$105.1k - $192.6k
...or will the future shape you? The opportunity The State Income Tax Manager will provide a variety of tax consulting, planning, and compliance... ...and approximately six years of related work experience. High level of proficiency in state income tax code, regulations, and...Work experience placementSummer holidayFlexible hours$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- ...Tax Manager At JHM, we don't just talk about work-life balance we live it every day. We value hiring individuals with a growth mindset... ...for anyone passionate about tax and is looking to step into a highly visible role with sophisticated clients. You would be joining...Work at officeLocal areaWork from home
$91.7k - $168.1k
...go. Join EY and help to build a better working world. Tax-Indirect-Excise Tax-Manager The opportunity Our EDGE practice is made up of a team... ...discovering the satisfaction that comes with producing high-quality, valued work and advice. This position supports...Summer holidayFlexible hours- WHO WE AREElliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine... ..., customers, and our communities. We are looking for a Tax Manager to join our Closely Held Business (CHB) Practice group, focusing...Full timeContract workWork at officeFlexible hours
- ...Ernst & Young Oman is seeking a Manager in Tax - Indirect - License Compliance Services. You will lead the compliance function and manage... ...professional services organization. This role is critical for delivering high-quality service and ensuring client satisfaction. You will...
- ...Public Tax Senior Manager, CPA To Apply Now - email your resume to ****@*****.*** Who: An experienced tax... ...Why: To serve as a trusted advisor to clients, delivering high-quality tax solutions and contributing to business growth....Full timeWork at officeLocal areaImmediate start
- WHO WE AREElliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine... ...a licensed CPA firm.Job SummaryWe are looking for a Tax Senior Manager to join our Real Estate Practice. This candidate will consult on...Full timeContract workWork at officeLocal areaRemote workFlexible hours
- ...Advisor through the Merrill Advisor Development Program in Chattanooga, TN. You will work with high-net-worth individuals, developing financial strategies and relationship management skills. Ideal candidates will have Series 7 & 66 licenses, with a year of experience in...High net worth
- ...Senior Tax Manager - Private Clients (CHB) Bachelor’s Degree in Accounting or related field required 3-6 years of public accounting experience preferred CPA eligible preferred Strong written and verbal communication skills required Organizational and time management skills...Full time
- ...Ernst & Young Oman is seeking a Real Estate Tax Senior Manager to lead tax planning projects and manage teams. The role involves providing advisory services across real estate, hospitality, and construction sectors, while developing client relationships and maintaining...
- ...Senior Private Client Relationship Manager Job Category: Banking Location: On site in Chattanooga, TN Summary: As a Private... ...organizations. In addition, you are responsible for advising high net worth individuals on building, preserving, and managing their...High net worthTemporary workWork experience placementLocal area
- ...AREElliott Davis pairs forward-thinking tax, assurance and consulting services with... ...are looking for a Tax Senior to join our High Net Worth (aka Family Wealth Services) practice group... ...monitor engagement economics by managing budgets and seeking efficienciesDirect and...High net worthFull timeContract workWork at officeFlexible hours
$132.7k - $303.2k
...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... ...the satisfaction that comes with producing high-quality, valued work and advice. Your...Work experience placementSummer holidayFlexible hours- ...Tax Supervisor At JHM, we don't just talk about work-life balance we live it every day. We value hiring individuals with a growth... ...communication skills required ~ Organizational and time management skills; ability to prioritize multiple assignments ~ Strong accounting...Work at officeLocal areaWork from home
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Manager - High Net Worth. Be the first to apply!
- tax manager Chattanooga, TN
- sr tax manager Chattanooga, TN
- senior tax director Chattanooga, TN
- state tax manager Chattanooga, TN
- hedge fund private equity tax manager Chattanooga, TN
- sales & use tax manager Chattanooga, TN
- tax manager public accounting Chattanooga, TN
- senior international tax manager Chattanooga, TN
- tax director Chattanooga, TN
- senior manager tax Chattanooga, TN

