The Elliott Group

Tax Manager - High Net Worth

The Elliott Group$90K — $120K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in accounting or finance; Master's degree in Tax preferred.
  • 5+ years recent accounting firm experience managing multiple tax projects and engagements.
  • CPA certification required.
  • Strong multitasking capabilities.
  • Proven leadership and project management skills.
  • Excellent communication and networking skills.
  • Ability to manage and grow customer relationships.,

Responsibilities

  • Provide tax planning and compliance services for high net worth individuals and trusts.
  • Develop excellent client relationships to become a trusted advisor.
  • Identify issues and recommend creative solutions to complex problems.
  • Manage client engagements to meet service expectations.
  • Grow a business network with referral relationships and potential clients.
  • Hold team members accountable for business development goals.
  • Recruit, develop, and motivate team members.

Benefits

  • Generous time away and paid firm holidays, including Christmas to New Year's week.
  • Flexible work schedules.
  • 16 weeks paid maternity/adoption leave and 8 weeks paid parental leave.
  • Comprehensive health and wellness benefits, including coaching and counseling.
  • One-on-one professional coaching provided.
  • Leadership and career development programs available.
  • Access to unique personal and professional expansion experiences through the Beyond program.
Full 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.

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-Hybrid

Responsibilities:
    • Providing tax planning and compliance services for high net worth individuals and related trusts
    • Developing and sustaining excellent client relationships to a level of becoming a trusted advisor
    • Identifying issues and recommending creative solutions to complex client issues
    • Managing client engagements to achieve optimum service expectations
    • Developing and growing a business network with referral relationships, potential clients, and organizations to attract new business
    • Holding yourself and others accountable for business development goals
    • 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


Requirements:
    • Bachelors degree in accounting or finance; Masters degree in Tax preferred; or equivalent combination of relevant education and experience
    • 5+ years recent accounting firm experience including managing multiple tax accounting projects and client engagements, directing and scheduling staff, and managing workflow.
    • CPA certification
    • Ability to multitask
    • Leadership and project management skills
    • Excellent communication and networking acumen
    • Ability to manage and grow strong customer relationships
    • Experience with tax software and technology


This 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 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.

About The Elliott Group

The Elliott Group is a global leader in the design, manufacture, and service of turbomachinery products for the oil and gas, petrochemical, chemical, and power generation industries. The company was founded in 1910 and is headquartered in Jeannette, Pennsylvania. The Elliott Group offers a wide range of products and services, including centrifugal and axial compressors, steam turbines, power recovery expanders, and control systems. The company has a strong commitment to innovation and sustainability, and is dedicated to providing its customers with the highest quality products and services.
Learn more about The Elliott Group
Size
2,000 employees
Industry
Founded
1895

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