Tax Manager - Private Clients (CHB)

Elliott DavisCharleston, SC
7dHybrid

About The Position

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 are looking for a Tax Manager to join our Closely Held Business Practice. This candidate will oversee the tax preparation and technical review process for primarily complex closely held businesses ensuring compliance with state and federal tax regulations. The customers served by this team are predominantly passthrough entities and their individual business owners. Tasks will include leading the tax team, advising, researching and identifying tax issues, and recommending solutions to complex customer issues. In addition, the Tax Manager will delegate and manage tax assignments and perform administrative duties. The Tax Manager is responsible for training, supporting, supervising, motivating, and reviewing the work of the tax team. #LI-JR1 #LI-HYBR

Requirements

  • Bachelor’s degree in accounting or finance; Master’s degree in Tax preferred
  • 5+ years of recent accounting firm experience, including managing multiple tax accounting projects and customer engagements, directing, scheduling staff, and managing workflow. Additional industry experience is a plus.
  • Significant experience working with all types of entity taxes
  • CPA certification
  • Ability to multitask
  • Excellent communication skills
  • Travel up to 15% of the time may be required

Nice To Haves

  • Master’s degree in Tax preferred
  • Additional industry experience is a plus.

Responsibilities

  • Possess thorough knowledge of all facets of the customer’s business to ensure customer understanding of engagement economics and to provide frequent updates
  • Actively communicate the progress of engagements, problems, and resolutions to customers
  • Continuously improve specialty area knowledge and educate the team on new audit practices and processes
  • Manage billable hour budgets and follow up when the team is over/under to determine the cause
  • Perform technical tax review of assigned tax returns simultaneously and of varying complexity
  • Research and identify complex tax issues and recommend creative solutions with the input of key stakeholders
  • Build challenging developmental plans for all team members and evaluate the results
  • Delegate and manage tax and research assignments to achieve accurate and efficient product
  • Manage billable hour budgets and follow up when the team is over/under to determine the cause
  • Assume responsibility for and provide direction and coaching to the tax team
  • Generate new business for the firm through community involvement, networking, and professional events/committees
  • Develop and sustain excellent customer relationships, owning the relationship end-to-end
  • Celebrate individual and team accomplishments and be part of recruiting new and experienced staff
  • Provide effective performance feedback and on-the-job training
  • Contribute to performance management to help assess readiness for promotion of staff and senior levels

Benefits

  • 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
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