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... ...PLLC), a licensed CPA firm.We are looking for a Senior Tax Manager to join our High Net Worth (aka Family Wealth Services) tax practice. This candidate...High net worthFull timeContract workWork at officeFlexible hours
- ...competent individual eager for a full-time tax position, available in either our... ...Stay abreast of tax law changes, informing management and the team, and devising strategies to... ...QuickBooks. Familiarity with tax matters for high net-worth individuals and multi-state tax returns....High net worthFull time
$120k - $160k
...your goals. What it Means to Work for EisnerAmper: As a Tax Controversy Manager, you will get to be part of one of the largest and fastest... ...global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations...High net worthFull timeWork at officeLocal area- ...Charlotte, North Carolina, United States We are seeking a Junior Tax Manager with a specialized focus on trusts and estates. This role... ...and consulting, and will play a key role in supporting our high‑net‑worth clients. Key Responsibilities Trust and Estate Tax...High net worthLocal areaImmediate start
- 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 Tax Manager - Charlotte, NC Who: An experienced tax professional with 5+ years of public accounting experience... ...What: Oversee and manage tax preparation and planning for high-net-worth individuals and trusts while leading, developing, and motivating...High net worthFull timeWork at officeImmediate start
$120k - $165k
...Tax Manager - Public Accounting Firm Location: Charlotte, 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- ...your goals. EisnerAmper is seeking a Tax Manager in our Affordable Housing Tax practice.... ...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-profit...High net worthFull timeLocal areaRemote work
- ...Our client, an innovative and rapidly growing tax technology company, is seeking an experienced Tax Manager (CPA/EA) to join their fully remote team. This firm... ...tax solutions to closely-held businesses, high-net-worth individuals, and investors-leveraging proprietary...High net worthRemote work
$150k
...Tax Manager - Compliance Base pay range: $150,000.00/yr - $150,000.00/yr Location: Charlotte, NC (hybrid) We are seeking an experienced... ...and LLCs (multi-state) S-Corporations Trusts, estates, and high-net-worth individuals Ensure timely and accurate preparation of...High net worthFull timeLocal area- ...about us: We are currently looking for a highly motivated, detail-oriented, and experienced REMOTE Senior Tax Manager to join our remote team. This is an exciting... ...in business tax returns, 1120S, S Corp, high net worth, corporations, tax returns, individual, tax review...High net worthWork at officeLocal areaRemote work
$105.38k - $215.38k
...Summary Are you a delivery-focused tax leader who thrives on individual tax... ...personal tax matters? If so, this Tax Delivery Manager role in Global Employer Services (GES)... ...end-to-end delivery for a portfolio of High Net Worth (HNW) individual compliance engagements...High net worthWork at officeLocal area$138k - $172.5k
As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients - all with the resources...High net worthInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$125k - $228k
...TN / Raleigh, NC / Overland Park, KSTax - Tax /Full Time /RemoteWork with a Top 20 CPA and... ...-growing firm looking for a Senior Tax Manager, Private Client Services/HNWI to join their... ...regionServe as the primary point of contact for high-profile clients, providing tax planning,...High net worthFull timeWork experience placementWork at officeLocal areaRemote workFlexible hours- ...Job Description Job Description Tax Manager / Senior Tax Manager (Hybrid) Leading Boutique... ...Hybrid Schedule | 3 Days In-Office A highly respected boutique CPA firm in Charlotte... ...work Advanced tax planning for high-net-worth clients and families Relationship-...High net worthWork at officeFlexible hours
$130k - $170k
...rated local CPA firm looking for a talented Tax Manager to join their growing firm in the... ...working on multiple tax engagements with high level supervision and tax review work as... ...area soon) ~ Experience working with high net worth individuals and business entities...High net worthWork at officeLocal areaRemote work$120k - $140k
...Private Client Services Tax Manager Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes,...High net worthPrivate practiceWork at office$130k - $160k
...Job Description Job Description Trust & Estate Tax Manager | 100% Remote $130-160K Base + Bonus + 100% Employer-Paid Benefits... ...Trust & Estate Tax Manager to take ownership of a complex, high-net-worth client portfolio. This is a fully remote role with real technical...High net worthImmediate startRemote workRelocation$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- ...: As the Private Wealth Services Tax Manager, you'll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients - all with the resources...High net worthFull time
$106.5k - $195.1k
...you living your perfect career? EY Private Tax is a growing practice within the... ...they all have in common is that they are high‑growth private companies. As many companies... ...will be opportunities to progress to senior manager. Your Key Responsibilities Preparing or reviewing...Work experience placementSummer holidayFlexible 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
$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- ...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
$100.35k - $205k
Position Summary Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do... ...Recruiting for this role ends on May 31st 2027. What You’ll Do As a Tax Manager within the Business Tax Services group, you will provide federal...Work at officeLocal area- DescriptionHybrid Corporate Tax Manager Opportunity. We are looking for an experienced Tax Manager to lead a broad range of corporate tax activities for a growing organization in Charlotte, North Carolina. This position supports compliance and reporting across U.S. federal...
- As the Tax Manager of our Corporate Tax Services Methods Credits & Incentives practice, you’ll be responsible for designing, implementing, and executing accounting method studies and fixed asset reviews for your clients - all with the resources, environment and support...Work experience placementInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week
$120k - $240.9k
...you and that’s why there’s nowhere like RSM.Tax Controversy/IRS practice and procedure... ...acquisitions. Participate in firm trainings. Manage multiple projects in fast-paced and... ...quality of work product Ability to work in high pressure environments and maintain concentration...Full timeWork experience placementInternshipWork at officeLocal area$100k - $189.2k
...and Methods (CIM) group, you will be responsible for providing tax consulting and advisory services around the timing of recognizing... ...client stakeholders. Responsibilities Identification, project management, and initial technical review of AMP projects, supported by...Full timeWork experience placementInternshipWork at officeLocal area- 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
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