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Taxation Team Leader

2 months ago

Charlotte, North Carolina, United States Elliott Davis Full time
ABOUT US

Elliott Davis combines innovative tax, assurance, and consulting solutions with a top-tier workplace environment. Our nine locations, situated in some of the most rapidly expanding cities in the United States, are founded on principles of inclusivity, teamwork, and shared growth. We strive daily to deliver outstanding service to our employees, clients, and the communities we serve.

We are currently looking for a Taxation Team Leader to become an integral part of our organization. This role offers the chance to significantly influence our clients and the broader community.
#LI-LD1

KEY RESPONSIBILITIES
  • Maintain comprehensive knowledge of all aspects of client operations to ensure a clear understanding of engagement economics and provide regular updates.
  • Effectively communicate the status of engagements, addressing any issues and resolutions with clients.
  • Enhance expertise in specialized areas and educate the team on emerging audit practices and methodologies.
  • Oversee billable hour budgets and investigate discrepancies to understand underlying causes.
  • Conduct technical reviews of complex tax returns concurrently.
  • Investigate and identify intricate tax challenges, proposing innovative solutions with input from key stakeholders.
  • Develop challenging growth plans for team members and assess their outcomes.
  • Delegate and supervise tax and research tasks to ensure accurate and efficient deliverables.
  • Take ownership of and guide the tax team, providing direction and mentorship.
  • Generate new business opportunities through community engagement, networking, and participation in professional events.
  • Foster and maintain exceptional client relationships, managing them comprehensively.
  • Recognize individual and team achievements and assist in recruiting both new and experienced personnel.
  • Deliver constructive performance feedback and on-the-job training.
  • Contribute to performance evaluations to assess readiness for promotions at staff and senior levels.

QUALIFICATIONS
  • Bachelor's degree in accounting or finance; a Master's degree in Taxation is preferred.
  • Over 5 years of recent experience in an accounting firm, including managing multiple tax projects and client engagements, directing and scheduling staff, and overseeing workflow. Additional industry experience is advantageous.
  • Extensive experience with various types of entity taxes.
  • CPA certification is required.
  • Strong multitasking abilities.
  • Exceptional communication skills.
  • Willingness to travel up to 15% may be necessary.
This job description is not exhaustive. Employees may undertake other related tasks as negotiated to fulfill the ongoing needs of the organization.

WHY JOIN US?

We believe that when our employees flourish in all aspects of life, their contributions and impact are significantly enhanced.
We recognize that life extends beyond work, and here are some of the ways we support your life, growth, and well-being:

• Generous time off and paid firm holidays, including the week between Christmas and New Year's.

• Flexible work arrangements.

• 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, and 4 weeks of paid caregiver leave (once eligible).

• Comprehensive health and wellness benefits, including wellness coaching and mental health support.

• Personalized professional coaching.

• Leadership and career development initiatives.

• Access to Beyond: a unique program offering experiences that enhance your personal and professional life.

NOTICE TO THIRD-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.