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Senior Tax Manager - Private Clients (CHB)

Who We AreElliott 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 Tax Manager to join our Private Clients (CHB) 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, 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 Senior Tax Manager trains, motivates, develops, and reviews their team's work.Responsibilities• Developing and sustaining excellent client relationships with some of the top real estate companies in our market• Performing technical review of tax returns with varying complexity• Identifying and recommending creative solutions to complex client issues• Reviewing operating agreements, letters of intent, purchase agreements, and other legal documentation related to tax transactions• Monitoring economic performance of engagements, including billing and collections• * Recruiting, developing, and motivating team members, creating pools of ready-now leaders• Collaborating cross-functionally within the firm to grow existing business and offer a variety of business solutions to clients and prospects• Developing and growing a business network with colleagues, referral relationships, potential customers, and external organizations to attract new business.Requirements• Minimum of a Bachelor’s degree in Accounting or Finance; Masters in Tax preferred; or equivalent combination of relevant education and experience• 7+ years of recent public accounting firm experience, including managing multiple real estate tax projects and client engagements.• Experience developing team members, assigning projects, and managing workflow• Significant experience working within the real estate industry and on all types of entity and individual taxes, especially partnerships• CPA certification• Leadership and project/team management skills• Excellent communication and networking acumen• Ability to manage and grow strong customer relationships• Experience with tax software and technologyThis job description is not intended to be all-inclusive. Employees may perform other related duties as negotiated to meet the ongoing needs of the organization.WHY YOU SHOULD JOIN USWe 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 professionallyNOTICE 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 focusCognitive/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.
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What You Should Know About Senior Tax Manager - Private Clients (CHB), Elliott Davis

Elliott Davis is on the lookout for a Senior Tax Manager to join our dynamic Private Clients (CHB) Practice in sunny South Carolina! If you’re ready to step into a role where your expertise in tax management can shine, this is the opportunity for you. You'll be at the helm, overseeing the preparation and technical review of tax processes for complex, closely held businesses while ensuring they meet all state and federal requirements. Your strong leadership will guide our dedicated tax team as we tackle the challenges faced by passthrough entities and their owners. In this role, you’ll be the go-to expert for advising on tax issues and crafting creative solutions tailored to our clients' unique needs. Plus, you'll have the chance to build and nurture excellent relationships with top real estate companies as part of your responsibilities. Not only will you handle the technical aspects like reviewing tax returns and legal documentation, but you'll also inspire our team through training and mentorship. Elliott Davis believes that success comes through collaboration, and you’ll be instrumental in cross-functional growth initiatives within our firm. With a culture that prioritizes work-life balance and professional development, you’ll find a nurturing environment that enhances both your personal and professional life. We offer generous time away, flexible schedules, and extensive health benefits, aligning perfectly with our belief that a happy employee leads to a thriving workplace. If you’re passionate about making an impact and ensuring clients receive top-tier services, we want to hear from you!

Frequently Asked Questions (FAQs) for Senior Tax Manager - Private Clients (CHB) Role at Elliott Davis
What are the responsibilities of a Senior Tax Manager at Elliott Davis?

As a Senior Tax Manager at Elliott Davis, your main responsibilities include overseeing complex tax preparations, ensuring compliance with regulations, and leading a dedicated tax team. You'll actively engage with closely held businesses, advising on various tax-related issues, and developing creative solutions for our clients. Furthermore, you’ll perform technical reviews of tax returns, monitor engagement performance, and foster excellent client relationships, particularly in the real estate sector.

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What qualifications are required for the Senior Tax Manager position at Elliott Davis?

To step into the Senior Tax Manager role at Elliott Davis, candidates should possess at least a Bachelor's degree in Accounting or Finance, with a Master's in Tax preferred. Additionally, having over 7 years of recent public accounting experience, especially managing real estate tax projects, is essential. A CPA certification is required, as well as proven leadership and communication skills to effectively manage and develop team members while building strong customer relationships.

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How does Elliott Davis support work-life balance for Senior Tax Managers?

Elliott Davis places a strong emphasis on work-life balance for its Senior Tax Managers. We understand the importance of personal well-being and offer generous time off, flexible work schedules, and benefits that promote both physical and mental health. Employees enjoy 16 weeks of paid maternity and adoption leave, in addition to other family-related benefits, allowing them to take care of personal responsibilities while excelling in their careers.

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What kind of career development opportunities does Elliott Davis provide for Senior Tax Managers?

At Elliott Davis, we are committed to the ongoing growth and development of our employees, including Senior Tax Managers. We offer leadership and career development programs designed to enhance your skills and advance your career. Additionally, you’ll have access to one-on-one professional coaching and our unique 'Beyond' program, which provides experiences that aid in both personal and professional growth.

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How does the Senior Tax Manager collaborate within the firm at Elliott Davis?

The Senior Tax Manager at Elliott Davis plays a pivotal role in cross-functional collaboration. This role involves working closely with various departments to offer comprehensive business solutions to clients and prospects. You'll engage with colleagues to develop business networks, contributing to the firm's overall growth while ensuring that client needs are met effectively with innovative strategies.

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Common Interview Questions for Senior Tax Manager - Private Clients (CHB)
Can you describe your experience in handling complex tax returns as a Senior Tax Manager?

When answering this question, highlight specific examples from your career that showcase your expertise in preparing and reviewing complex tax returns. Discuss the challenges faced, solutions implemented, and how your actions ensured compliance and optimized outcomes for clients.

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How do you stay updated on tax regulations and trends?

It's essential to demonstrate your commitment to continuing education. You can mention attending professional courses, participating in webinars, and actively engaging with professional organizations that keep you informed about the latest tax regulations and industry trends.

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What techniques do you use to develop your team members?

Discuss specific mentoring strategies you employ, such as providing regular feedback, developing tailored training plans, and creating opportunities for team members to take on new responsibilities. Emphasize how these techniques have led to professional growth within your team.

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How do you manage client expectations during the tax preparation process?

Answer by outlining your approach to communication and setting clear expectations from the outset. Mention how you keep clients informed of progress, potential issues, and timelines to ensure they feel valued and understood throughout the process.

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What is your approach to problem-solving in tax management?

Provide a structured response that showcases a systematic approach to problem-solving. Discuss how you identify issues, analyze data, brainstorm creative solutions, and implement them while ensuring that clients feel supported throughout the resolution process.

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How do you prioritize your work when managing multiple projects?

You can share your time management techniques, like utilizing project management tools, setting clear deadlines, and delegating tasks appropriately. Illustrating your ability to balance priorities effectively can demonstrate your organizational skills in a demanding role.

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What experience do you have in the real estate industry?

When answering this question, draw on specific examples of real estate tax projects you've managed. Describe the types of entities you've worked with and your understanding of the unique tax implications they face, further demonstrating your expertise in this niche.

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How would you handle a situation where a client disagrees with your tax strategy recommendation?

Discuss the importance of open communication and ensuring clients feel heard. Explain your approach to addressing their concerns respectfully, providing additional information to clarify your reasoning, and being flexible to adjust strategies if necessary.

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Can you explain your experience with tax compliance software?

In your response, mention the specific tax compliance software you have experience with and highlight the benefits it brought to your previous roles. Discuss how this technology has improved accuracy, efficiency, and overall workflow in your tax preparation process.

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What motivates you as a Senior Tax Manager?

When tackling this question, reflect on your passion for helping clients navigate complex tax regulations, the satisfaction derived from developing your team, and your commitment to continuous learning in the ever-evolving tax landscape.

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Full-time, on-site
DATE POSTED
December 2, 2024

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