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
- ...About Role OnPoint is expanding its tax services practice and is seeking a Tax Preparer... ...(1040), including multi-state filings, high-net-worth individuals, rental properties, and... ...skills and attention to detail Ability to manage multiple priorities and deadlines in a...High net worthFull timePart timeWork at officeLocal areaImmediate startShift work
$112k - $150k
Tax Manager, Private Client Services BDO USA is seeking a Tax Manager for its Private Client Services practice. Private Client Services at BDO is a boutique practice that serves high‑net‑worth individuals, families, family offices, C‑Suite executives, athletes, entertainers...High net worthPrivate practiceWork at office- ...roberthalf.co or through LinkedIn. Requirements3+ years strong indirect tax experience in public or industry required. Only those who are... ...will either hire a Senior and give them a future promotion to Manager or hire you as a hands-on manager now and have you hire someone...SuggestedImmediate start
- WHO WE AREElliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine... ..., customers, and our communities. Our office is seeking a Tax Manager to join the team. You have the opportunity to make a significant...SuggestedFull timeContract workWork at officeFlexible hours
- WHO WE AREElliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine... ...in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.Tax Manager will lead tax strategy and compliance in the Healthcare area....Full timeContract workWork at officeLocal areaFlexible hours
- ...Search We have a unique opportunity as a Corporate Tax Director for a reputable company in Greenville... ..., ensuring compliance with all regulations, managing tax reporting, and conducting extensive tax reviews. This is a highly hands on leadership role where you will own...Full timeLocal areaRemote work
- ...Job Description Job Description Ambassador Personnel is seeking a Payroll Tax Manager for our global manufacturing client in the Greenville, SC area. This is a Hybrid position Mon-Wed in office; Thurs & Fri remote. Candidates must have a MINIMUM of 10 years of experience...Temporary workWork at officeLocal areaRemote work
- ...Payroll Tax Manager - Greenville, SC Hybrid Schedule: 8am-5pm, M, F Remote, Tues-Thurs in Office Temp to Hire with the possibility of Direct Hire (if your candidate requires a DH role, please document in the submittal notes) Job Overview The Payroll Tax Manager...Temporary workWork at officeLocal areaRemote work
- ...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
- 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 Financial Services Practice group. This candidate...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... ...Davis, PLLC), a licensed CPA firm.We are searching for a Senior Manager to help lead our team forward. This is an exciting time to help...Full timeContract workWork at officeFlexible hours
- TD Bank in Greenville, SC is seeking a Private Client Specialist I who will support Relationship Managers and Investment Advisors in serving high-net-worth clients. This role involves onboarding clients, coordinating financial planning discussions, and providing administrative...High net worth
- ...Tax Manager - Real Estate Apply locations Greenville, SC time type Full time posted on Posted 30+ Days Ago job requisition id R227 WHO WE ARE Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices...Full timeWork at officeLocal areaFlexible hours
- ...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...Summer workLocal area
- ...A respected and growing CPA firm in the Upstate is seeking a Tax Manager to join its team. This is an excellent opportunity for an experienced tax professional who enjoys both the technical and relationship aspects of public accounting and is looking to play a meaningful...Immediate start
- ...Be among the first 25 applicants Responsible for leading, managing and guiding the tax function of KAVX. This includes minimizing the impact of local... ...degree is required. Master’s in taxation, MBA, or CPA is highly preferred. 10 years’ experience in corporate tax. Big 4...Full timeLocal areaRemote work
- ...Tax Senior Manager - Construction - Greenville, SC Who: A seasoned tax professional with 7+ years of public accounting experience supporting... ...technical reviews, consult on advanced tax issues, and manage a high-performing tax team. When: Full-time leadership opportunity...Full timeWork at officeImmediate start
$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...- 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
$85k - $95k
...work every day. As Director of Tax Services, you will be more... ...delivering comprehensive wealth management, financial planning, and tax... ...plain, approachable language Highly organized, detail-oriented,... ...Background working with high-net-worth individuals, retirees, and small...High net worthWork at office- We are actively hiring for a Tax Manager due to growth in our market. Flexible locations for the right Tax Managers are available in North... ...with a top 10 CPA firm gives them even further access to highly technical resources and allows them the opportunity to work on...Local areaImmediate startRemote workRelocation packageFlexible hours
$91.77k - $212.75k
...and build a career, KPMG provides audit, tax and advisory services for organizations... ...join our team.KPMG is currently seeking a Manager, Tax Accounting to join our Partner Tax... ...skills in the following areas: High Net-Worth Individuals, Partnership and Multi-State...High net worthH1bLocal areaWeekend work- ...Job Description Job Description TAX SENIOR MANAGER SuggsJohnson LLC ranks among South Carolina’s leading public accounting firms. Our growing firm of 30+ professionals and two locations combine extensive tax, assurance and advisory expertise with a focus on relationship...Full timeWork at officeFlexible hours
$140.9k - $264.1k
...sales each year. Our culture inspires high performance and innovation, enabling our employees... ...Responsibilities: Assist the 3rd party tax preparer with the information for all... ...franchise tax compliance and reporting Manage coordination and resolution of taxing...Full timeWork at office- International Tax Manager - Hybrid Flexibility | Charleston, SC AreaLove the complexity of international tax and want to take your career... ...with cutting-edge tax strategy. We’re on the hunt for a highly driven International Tax Manager who’s ready to dive into challenging...Local areaWork from home
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...delivers innovative advisory, assurance and tax services to our clients. We are proud to... ...Advisory ( team is looking for a Senior Manager with a background managing state tax credit... ...excellence, timely delivery, and high-quality client service Direct and manage...Work experience placementWork at officeLocal areaRemote workRelocation- ...Tax Manager - Construction - Greenville, SC Who: A tax professional with 5+ years of public accounting experience supporting construction... ...opportunity available immediately. Where: Greenville, SC Why: To deliver high-level tax expertise to construction clients, strengthen client...Full timeWork at officeImmediate 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
- ...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...High net worth
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