Senior Tax Manager - High Net Worth

Company: ED01 Elliott Davis, LLC
Location: Chattanooga
Posted on: April 1, 2025

Job Description:

Senior Tax Manager - High Net Worth
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locations: Chattanooga, TN
time type: Full time
posted on: Posted 8 Days Ago
job requisition id: R190
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.
We seek a Senior Manager to join our High Net Worth tax practice. This candidate will oversee the tax preparation primarily for individuals and trusts to ensure compliance with state and federal tax regulations. In addition, the Senior Manager will delegate and manage tax assignments, perform administrative duties, and will be responsible for training, supporting, supervising, motivating, and reviewing their team's work.
WHAT YOU'LL DO

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• 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
  
  WHAT YOU'LL NEED
  
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  • Bachelors degree in accounting or finance; Masters degree in Tax preferred; or equivalent combination of relevant education and experience
    
  • 7+ years of 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 organization's ongoing needs.
    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:
    
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    • 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 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 RECRUITERSNotice 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 REQUIREMENTSThe 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 RequirementsWhile 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 RequirementsWhile 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 Elliott Davis
      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.
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Keywords: ED01 Elliott Davis, LLC, Chattanooga , Senior Tax Manager - High Net Worth, Executive , Chattanooga, Tennessee