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 in Tax preferred
  • 5+ years of recent accounting firm experience
  • CPA certification
  • Strong multitasking abilities
  • Leadership and project management skills
  • Excellent communication and networking skills
  • Experience with tax software and technology

Responsibilities

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

Benefits

  • Generous time away and paid firm holidays
  • Flexible work schedules
  • 16 weeks paid maternity and adoption leave, 8 weeks parental leave
  • First-class health and wellness benefits
  • One-on-one professional coaching
  • Leadership and career development programs
  • Access to the Beyond program for personal and professional growth
Full Job Description
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. #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. 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

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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