About this opportunity
ED03 Elliott Davis Advisory, LLC lists this Tax Manager - High Net Worth/ FWS opportunity in town of texas, Wisconsin. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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 Manager to join our High Net Worth (aka Family Wealth Services) practice group. This candidate will oversee tax preparation and perform the technical review process, as well as consult on complex tax matters, for high-net-worth individuals, related family partnerships and trust tax returns. Other tasks include ensuring compliance with state and federal tax regulations, quarterly and year-end consulting, research and engagement oversight. The Tax Manager will delegate and manage tax assignments and perform administrative duties, as needed. The Tax Manager is responsible for supporting, supervising, motivating, and reviewing the work of the tax team.
Responsibilities
Performing tax, gift and estate planning and compliance services for individuals, family limited partnerships and related trusts
Continuously expanding individual, gift, trust and estate tax knowledge, as well as overall professional development
Developing and sustaining excellent customer relationships
Being anticipatory and consulting on various tax matters
Actively communicating progress of engagements, problems, and resolutions to customers
Monitoring economic performance of engagements, including billing and collections
Developing and growing a business network with colleagues, referral relationships, potential customers, and external organizations to attract new business
Recruiting, developing, and motivating team members
Creating a highly collaborative environment in which team members reach out to others for input and ideas
Promoting 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 organization
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
5+ years of recent public accounting firm experience working with individuals, partnerships, trusts and estates, including managing multiple projects and customer engagements
EA License, or CPA certification required
Project/team management skills
Excellent communication and networking acumen
Ability to manage and grow strong customer relationships
Experience with tax software and technology
Ability to multitask along with demonstration of commitment to continuous learning
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WHY YOU SHOULD JOIN US
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
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
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
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.
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.
“Elliott Davis” is the brand name under which Elliott Davis, LLC (doing business in North Carolina and D.C. as Elliott Davis, PLLC) and Elliott Davis Advisory, LLC and its subsidiary entities provide professional services in an alternative practice structure in accordance with applicable professional standards. Elliott Davis, LLC is a licensed independent CPA firm that provides attest services to its customers. Elliott Davis Advisory, LLC and its subsidiary entities provide tax and business consulting services to their customers.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.