Tax Senior - High Net Worth/FWS

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 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

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.