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
$145k - $175k
Senior High Net Worth Tax ManagerA premier accounting and consulting firm is seeking a highly skilled Senior High Net Worth Tax Manager to join its elite Family Wealth Services practice group. In this critical leadership role, you will lead a private client tax advisory...High net worthWork at officeLocal areaRemote workFlexible hours$120k - $180k
Job Opening: Tax Manager Location: Cary, NC (HYBRID) Salary: $120K-$150K base + bonus We are... ...can oversee complex tax compliance, drive high-level tax planning initiatives, and... ...non-profits, trusts, estates, and high-net-worth individuals.Strategic Planning: Identify...High net worth$105.38k - $215.38k
Position Summary Are you a tax professional who enjoys building trusted relationships with high-net-worth individuals, families, and their advisors? Do you bring... ...trusts, or wealth transfer? If so, this Tax Manager opportunity within Deloitte Tax may be a strong...High net worthWork at officeLocal area- ...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
$125k - $150k
Tax ManagerPosition OverviewWe are seeking an experienced Tax Manager to lead and manage tax compliance, planning, and consulting for a diverse portfolio of clients... .... Direct experience with partnerships, high-net-worth individuals (HNWI), and S-Corporations is highly...High net worthWork at officeLocal area3 days per week- ...Sorren Tax Engagement Manager Our Firm Sorren is a top 50 national advisory firm that blends deep... ...they need to thrive. We offer a high-performing yet balanced work environment... ...reviewing complex tax engagements for high-net-worth individuals and multi-entity...High net worthFull timeLocal area
$120k - $165k
...Tax Manager - Public Accounting Firm Location: Raleigh, NC Work Style: Hybrid or In-Office Opportunities (flexible... ...Accounting, or related discipline Prior experience working with high-net-worth individuals, trusts, or family offices Comfortable...High net worthWork at officeFlexible hours3 days per week- ...Job Description Tax Senior Manager - Raleigh, NC (PCS) Who: An experienced tax professional with strong leadership skills and deep... ...in manufacturing, real estate, professional services, and high-net-worth segments. • Solve tax and business challenges using strong...High net worthWork at officeImmediate start2 days per week3 days per week
- 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
$124k - $335k
...of business advisory needs such as audit, tax compliance, and planning to help improve... ...privately owned entities, entrepreneurs, and high net worth individuals. You’ll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity...High net worthFull timeH1b$100.06k - $157.2k
...delivers innovative advisory, assurance and tax services to our clients. We are proud to... ...Core Tax Services team is seeking a Tax Manager to support our Raleigh, NC market on a... ...real estate, professional services, and high net worth individualsManage engagements and...High net worthFull timeWork experience placementWork at officeLocal area2 days per week3 days per week$122.5k - $209.4k
...delivers innovative advisory, assurance and tax services to our clients. We are proud to... ...Services team is seeking a Senior Tax Manager to support our Raleigh, NC market on a... ...real estate, professional services, and high net worth individualsManage engagements and providing...High net worthFull timeWork experience placementWork at officeLocal area2 days per week3 days per week$91k - $321.5k
...Description & SummaryAt PwC, our people in tax services focus on providing advice and... ...tax planning and compliance services to high-net-worth individuals and privately-owned... ...guidance to the owners of PwC. As a Senior Manager you are expected to lead large projects,...High net worthFull timeH1bRemote work$99k - $266k
...of business advisory needs such as audit, tax compliance, and planning to help improve... ...privately owned entities, entrepreneurs, and high net worth individuals. You’ll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity...High net worthFull timeContract workH1b$112k - $150k
...practice within our firm. We offer a high‑touch approach, serving high net‑worth individuals, their families, family... ...and others with complex tax and financial structures. The practice... ...and life‑insurance planning. A Tax Manager, Private Client Services provides tax...High net worthWork at office- ...your goals. EisnerAmper is seeking a manager to expand our Real Estate Tax practice. Our Real Estate Tax... ...position offers the opportunity to join a high-performing, high-growth team while working... ...-market companies, as well as high net worth individuals, family offices, not-for...High net worthWork at officeLocal area
- ...-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even... ....CLA is looking to hire a Tax Director or Manager to join CLA Carolantaville's Business Tax... ...others, and you’re ready to join a team of high-performing people.You have a knack for...High net worthFull timeWork at office
- ...Sorren Tax Function Leadership Opportunity Our Firm Sorren is... ...they need to thrive. We offer a high-performing yet balanced work... ...build strong relationships. By managing responsibilities effectively... ...portfolios—ranging from high-net-worth individuals to multi-entity and...High net worthFull timeLocal areaShift work
$150k
...of business advisory needs such as audit, tax compliance, and planning to help improve... ...privately owned entities, entrepreneurs, and high net worth individuals. You’ll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity...High net worthFull timeH1b- ...Strategic HR & Operations Executive Job Title: Tax Director – Elevate Raleigh Partner Firm... ...and grow the tax practice. This is a high‑impact leadership role offering the opportunity... ...businesses, family offices, and high‑net‑worth individuals. Review tax closings, oversee...High net worthFull timeLocal area
$95.4k - $180.4k
...’s why there’s nowhere like RSM.A career within RSM’s Corporate Tax services will provide you with the opportunity to help our public... ...and income tax consulting and compliance obligations, while managing the impact tax has on their business. You’ll advise clients on their...Full timeWork experience placementInternshipLocal area$126.1k - $253k
...like RSM.A career within RSM’s Corporate Tax services will provide you with the opportunity... ...and compliance obligations, while managing the impact tax has on their business. You’... ...relationship of complex engagements with a focus on high-value quality tax advice and seek to...Full timeWork experience placementInternshipLocal area- ...strategic solutions in accounting, assurance, tax, advisory, and private client services.... ...they need to thrive. We offer a high-performing yet balanced work environment where... ...feedback, and build strong relationships. By managing responsibilities effectively and aligning...Full time
$95.4k - $180.4k
...Tax Manager We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled...Work experience placementInternshipLocal area$126.1k - $253k
...particular role offers the opportunity to join the Partnership Tax team, a high-performing, high-growth team that advises clients on their... ...tax technology offerings.In your important role as Tax Senior Manager with RSM, you will be responsible for the following job duties...Full timeWork experience placementInternshipPrivate practiceLocal area$124k - $335k
Industry/SectorNot ApplicableSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob... .... Your ability to develop and sustain high performing, diverse, and inclusive teams,... ...deeper level of sophistication. As a Senior Manager you are expected to lead large projects,...Full timeH1b- Tax Senior/ManagerPosition OverviewWe are seeking a knowledgeable and motivated Tax Senior/Manager to join our dynamic team. The ideal candidate will have extensive experience in public accounting and tax, and will be responsible for managing client relationships and providing...Local area
- ...of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-... ...tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond... ...as a firm.KPMG is currently seeking a Tax Manager or Senior Manager to join our Business Tax...Local area
- 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...Full timeContract workWork at officeFlexible hours
$100.06k - $162.1k
...innovative and sophisticated advisory, assurance and tax services to our clients. As a Tax Manager supporting our Not-For-Profit industry, you will serve... ...geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus,...Full timeWork experience placementLocal areaRemote workRelocation
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