Tax Senior - High Net Worth/FWS
Elliott Davis, LLC
- # Tax Senior - High Net Worth/FWSApplylocations: Greenville, SC: Chattanooga, TN: Charlotte, NC: Raleigh, NC: Columbia, SCtime type: Full timeposted on: Posted Todayjob requisition id: R1014## **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. 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 Summary** We 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 trusts* Continuously expanding individual, gift, trust and estate tax knowledge, as well as overall professional development* Perform technical reviews of individual tax returns* Gather data from customer and/or third-party sources* Perform basic tax research to support tax return positions* Resolve all open items/issues encountered on assigned engagements* Actively monitor engagement economics by managing budgets and seeking efficiencies* Direct and control concurrent assignments to successful completion* Develop and lead associates through engagements, delegate assignments and tasks when appropriate* Provide honest, objective, and constructive feedback in timely manner to associates* Collaborate to identify and sell opportunities among existing customers* Serve as a mentor through active participation in firm committees, departmental matters, and events* Active in recruiting new and experienced associates* Other duties within the scope of the practice**Requirements*** Bachelor’s degree in Accounting, Finance or Law; Master’s degree in Tax/LLM in Tax, preferred* 2+ years of recent public accounting firm experience* Experience working with individual tax returns* Gift, trust, estate and family limited partnership tax experience, a plus* Significant progress toward EA License or CPA certification, preferred* Strong oral and written communication skills* Effective analytical and problem-solving ability* Strong time and work management skills#LI-EG1#LI-HYBRID## ## **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**NOTICE TO 3RD PARTY RECRUITERS** Notice 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 REQUIREMENTS** The 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 Requirements** While 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 focus**Cognitive/Mental Requirements** While 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.
- J-18808-Ljbffr Elliott Davis, LLC
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Tax Senior - High Net Worth/FWS in Greenville, SC vacancy
- WHO WE AREElliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture... ..., 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...SeniorTaxHigh net worthFull timeContract workWork at officeFlexible hours
- ...Elliott Davis in Greenville, SC is seeking a Tax Senior to join our High Net Worth practice. You will prepare and review complex individual, trust and family-entity tax returns and support year-end planning, working closely with partners and associates. The role emphasizes...SeniorTaxHigh net worth
Elliott Davis
Greenville, SC2 days ago - Elliott Davis Advisory, LLC is seeking a Tax Senior to join our High Net Worth (Family Wealth Services) practice. You will prepare and review complex tax returns for individuals, family trusts and related entities, ensuring compliance with state and federal regulations...SeniorTaxHigh net worth
- Elliott Davis, LLC is seeking a Tax Senior to join our High Net Worth Family Wealth Services practice. You will prepare and review tax returns for individuals, trusts, and family partnerships, and help with quarterly estimates and year-end planning. As a senior, you will...SeniorTaxHigh net worth
- WHO WE AREElliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our... ...firm.Job SummaryWe are looking for a Tax Manager to join our High Net Worth (aka Family Wealth Services) practice group. This candidate...TaxHigh net worthFull timeContract workWork at officeRemote workFlexible hours
$110k - $130k
...like some firms. The partners are looking for an excellent tax senior associate that can be on a fast track to tax manager soon, and... ...and review tax returns for various entities, businesses, high net worth individuals, pass through entities, C-Corps, S-Corps, and Partnerships...SeniorTaxHigh net worthFull timeLocal areaMonday to FridayFlexible hours$120k - $150k
...Job Description Job Description Senior Tax Advisor – Fully Remote $120,000–$150,000 Base... ...in compliance work, this opportunity is worth a conversation. We're partnering... ...primary tax advisor to business owners and high-net-worth clients, helping them make smarter...SeniorTaxHigh net worthRemote work- A leading financial services firm in South Carolina seeks a Tax Manager for its Private Client Services. The role involves managing... ...engagements, supervising a team, and providing expertise to high-net-worth clients. A Bachelor's degree in a relevant field and CPA or...TaxHigh net worth
$85k - $95k
...work every day. As Director of Tax Services, you will be more... ...least 2 years in a supervisory or senior role Strong expertise in... ...plain, approachable language Highly organized, detail-oriented, and... ...Background working with high-net-worth individuals, retirees, and small...TaxHigh net worthWork at officeTruNorth Advisors
Greenville, SC18 hours ago- ...AMECO is seeking a Senior Tax Analyst to support the Director, Tax & Treasury in indirect tax compliance across the organization. You will prepare and file sales and use tax returns, maintain exemption certificates, and manage tax notices and audits. This role requires...SeniorTax
AMECO
Greenville, SC4 days ago - ...A leading financial services firm is looking for a Tax Senior in Greenville, SC. The successful candidate will be responsible for reviewing federal and multi-state tax returns, conducting tax research, and mentoring junior staff. This full-time position offers a competitive...SeniorTaxFull time
Staff Financial Group
Greenville, SC4 days ago $160k
...Senior Tax Accounting Manager – North Atlanta (On-site)A global manufacturing company with $4B+ in annual revenue is seeking a Senior Tax Accounting Manager to lead ASC 740 reporting and tax provision processes for a growing team of nine.What You'll Do:Lead quarterly/...SeniorTaxNorthPoint Search Group Inc
Greenville, SC4 days ago- We are actively hiring for a Tax Senior Associate due to growth in our market. Flexible locations for the right Tax Seniors are available... ...alliance with a top 10 CPA firm gives them even further access to highly technical resources and allows them the opportunity to work on...SeniorTaxLocal areaImmediate startRelocation packageFlexible hours
$91.77k - $212.75k
...great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important... ..., and OutlookStrong technical skills in the following areas: High Net-Worth Individuals, Partnership and Multi-State Taxation TheorySolid...TaxHigh net worthH1bLocal areaWeekend work$120k - $140k
...Private Client Services Tax Manager Private Client Services at... ...practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families,... ...: Supervises associates and senior associates on all projects...TaxHigh net worthPrivate practiceWork at office- BDO USA is seeking a Tax Senior in Core Tax Services to apply tax knowledge, research issues, gather client information, and prepare returns for review. You may supervise and review Associates as part of daily responsibilities. The role involves ensuring compliance with...SeniorTax
$65k - $80k
...Senior Tax Accountant - Greenville, SC One of our clients is looking to hire a Senior Tax Accountant, CPA to join their growing team.... ...ability to meet deadlines ~ Client-oriented work ethic, delivering high-quality results ~ Dedication to teamwork and leadership ~...SeniorTaxCasual workFlexible hoursStaff Financial Group
Greenville, SC3 days ago- ...growth in our business, Fidelity Personal Trust Company seeks a Senior Trust Officer! The Trust Officer is an integral member of the Personal... ...decisions related to trust administrationProviding estate and tax expertise as necessaryUnderstanding and helping clients with...SeniorTaxFull time
- ...Salary: Based on Experience What your future day will look like: Responsibilities Review complex federal, state, and local tax returns for corporations, partnerships, S-corporations, trusts, and individuals. Ensure compliance with applicable tax laws and regulations. Oversee...SeniorTaxSummer workLocal area
Godshall Recruiting
Greenville, SC18 hours ago - Godshall Recruiting in Greenville, SC seeks a Tax Professional to review and manage tax returns for corporations, partnerships, trusts, and individuals in a direct-hire role. Emphasis on accuracy, compliance, and client service. The position involves providing tax planning...SeniorTax
- OnPoint CFO & Controller Services in Greenville, SC is seeking a Tax Preparer/Accountant with a CPA license and 3+ years of tax experience to join our expanding tax practice. You will serve diverse business and individual clients, prepare and review tax returns, and provide...SeniorTaxWork at office
$112k - $150k
Tax Manager, Private Client Services BDO USA is seeking a Tax Manager for its Private... ...BDO is a boutique practice that serves high‑net‑worth individuals, families, family offices, C... ...Responsibilities Supervises associates and senior associates on all projects. Reviews...TaxHigh net worthPrivate practiceWork at office- ...or study groups, establishes policy for field operations, and performs independent analyses of Area or nation-wide mission critical tax related operations.Independently studies complex problems facing operating unit functions or those of particular concern within the assigned...SeniorTax
Treasury Department
Greenville, SC18 hours ago - Elliott Davis is hiring a TSO Associate/Senior Associate for their M&A tax team in Greenville, SC. This role involves assisting with detailed tax due diligence for buy-side and sell-side engagements, requiring a Bachelor’s in accounting or finance with 2-4 years of relevant...SeniorTaxFlexible hours
- A leading financial services firm in Greenville, SC is seeking a Senior Tax Manager for its construction practice. The role involves overseeing complex tax engagements, managing a high-performing team, and providing strategic tax guidance to clients in the construction...SeniorTaxFull time
- A leading CPA firm in Greenville, SC, is seeking a Senior Manager to drive client relationships and team leadership in the real estate... ...accounting experience. Responsibilities include managing complex tax projects, motivating team members, and collaborating cross-functionally...SeniorTax
- Insight Financial Staffing & Search Group is seeking an experienced Tax Accountant to join our team in Greenville, SC. This role offers... ...to apply tax knowledge outside public accounting, with seniority options from Senior through Senior Manager and a strong team in...SeniorTax
- A leading financial services firm in Greenville, South Carolina, is seeking a Senior Manager to lead their tax team. This position involves developing strong client relationships in the real estate sector, overseeing technical reviews of tax returns, and mentoring team...SeniorTaxFlexible hours
- ...north of Greenville, SC , is seeking a Senior Controller to lead the finance function and... ..., ensure compliance, and support audit/tax processes ~ Partner with leadership... ...function within a growing business ~ High visibility role with direct exposure to...SeniorTax
Expert Connections
Greenville, SC1 day ago - ...Tax Senior AssociateA Leading South Carolina-based accounting and consulting firm that provides a broad spectrum of assurance, tax and advisory... ...with a top 10 CPA firm gives them even further access to highly technical resources and allows them the opportunity to work on...SeniorTaxLocal areaImmediate startRelocation packageFlexible hours
MedTeam Staffing
Greenville, SC2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Senior - High Net Worth/FWS. Be the first to apply!
