Senior Tax Manager - High Net Worth/FWS jobs in United States
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Elliott Davis · 2 days ago

Senior Tax Manager - High Net Worth/FWS

Elliott Davis is a firm that provides forward-thinking tax, assurance, and consulting services with a strong workplace culture. They are seeking a Senior Tax Manager to oversee tax preparation and provide consulting services for high-net-worth individuals and related trusts, while also leading a team and engaging in business development.

Information Technology
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Providing tax, gift and estate planning and compliance services for individuals and related trusts
Continuously expanding individual, gift, trust and estate tax planning and consulting knowledge, as well as overall professional development
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

Qualification

CPA certificationTax planningPublic accounting experienceTax software experienceLeadership skillsProject managementNetworking acumenCustomer relationship managementCommunication skills

Required

Bachelor's degree in Accounting, Finance or Law; Master's degree in Tax/LLM in Tax, preferred
7+ years of recent public accounting firm experience working with individuals, partnerships, trusts and estates, including managing multiple projects and customer engagements
CPA certification required
Leadership and project/team management skills
Excellent communication and networking acumen
Ability to manage and grow strong customer relationships
Experience with tax software and technology

Preferred

Master's degree in Tax/LLM in Tax

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

Company

Elliott Davis

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Elliott Davis is a top 50 business solutions firm founded in 1920.

H1B Sponsorship

Elliott Davis has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (1)
2021 (3)
2020 (4)

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Flexpoint Ford
2025-06-11Private Equity

Leadership Team

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Richard Davis
Shareholder
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Company data provided by crunchbase