Bachelor’s degree in Accounting, Finance or Law; Master’s degree in Tax/LLM in Tax preferred.
2+ years of recent public accounting firm experience.
Experience working with individual tax returns.
Gift, trust, estate and family limited partnership tax experience, a plus.
Progress toward EA License or CPA certification preferred.
Strong oral and written communication skills.
Effective analytical and problem-solving abilities.
Responsibilities
Perform tax, gift and estate compliance services for individuals and family entities.
Expand individual, gift, trust and estate tax knowledge to support professional growth.
Conduct technical reviews of individual tax returns to ensure accuracy.
Gather necessary data from clients or third-party sources.
Perform basic tax research to support clients' tax positions.
Resolve issues and open items on assigned engagements diligently.
Monitor and manage engagement budgets for efficiency.
Benefits
Opportunities for professional development and growth.
Collaborative environment with focus on mentorship.
Engagement with high-net-worth individuals and families.
Chance to influence and shape future tax associates.
Hybrid work flexibility, allowing a mix of in-office and remote work.
Full Job Description
Job Summary We are looking for a Tax Senior to join our High Net Worth (aka Family Wealth Services) practice group. Tis candidate will prepare and perform technical review on high-net-worth individuals, related family partnerships and trust tax returns to ensure compliance with state and federal tax regulations. Tasks will also include preparation of complex level tax returns, reviewing basic engagements, as well as calculating quarterly estimates and providing year-end tax planning. The Tax Senior is responsible for sustaining excellent customer relationships and supervising, motivating, and developing our tax associates to become future members of this industry group.
Responsibilities
Performing tax, gift and estate compliance services to individuals, family limited partnerships and trusts
Continuously expanding individual, gift, trust and estate tax knowledge, as well as overall professional development
Perform technical reviews of individual tax returns
Gather data from customer and/or third-party sources
Perform basic tax research to support tax return positions
Resolve all open items/issues encountered on assigned engagements
Actively monitor engagement economics by managing budgets and seeking efficiencies
Direct and control concurrent assignments to successful completion
Develop and lead associates through engagements, delegate assignments and tasks when appropriate
Provide honest, objective, and constructive feedback in timely manner to associates
Collaborate to identify and sell opportunities among existing customers
Serve as a mentor through active participation in firm committees, departmental matters, and events
Active in recruiting new and experienced associates
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
2+ years of recent public accounting firm experience
Experience working with individual tax returns
Gift, trust, estate and family limited partnership tax experience, a plus
Significant progress toward EA License or CPA certification, preferred
Strong oral and written communication skills
Effective analytical and problem-solving ability
Strong time and work management skills
#LI-EG1
#LI-HYBRID
About Elliot Davis
Elliot Davis is an accounting firm that provides a range of services, including audit, tax, and consulting. The company serves clients in a variety of industries, including healthcare, manufacturing, and real estate. Elliot Davis has more than 800 employees and operates offices in several states, including South Carolina, North Carolina, and Georgia. The company was founded in 1925 and is headquartered in Greenville, South Carolina.
