Lead Tax Strategist

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 premier workplace culture. Our offices, strategically located in some of the most dynamic cities across the United States, are founded on principles of inclusivity, teamwork, and mutual growth. We are dedicated to delivering outstanding service to our employees, clients, and the communities we serve.

We are on the lookout for a Lead Tax Strategist to guide our team into the future. This is a pivotal moment to influence the direction of our group and create valuable opportunities for our clients, our team members, and yourself.

In this position, you will collaborate with real estate professionals across all Elliott Davis locations, assisting clients in recognizing and achieving their strategic objectives through a proactive, innovative, and forward-thinking service model. We aim to provide our clients with assurance that their financial matters are well-managed, allowing them to focus on what they excel at—operating their businesses.

Responsibilities:
  • Building and maintaining exceptional client relationships with leading real estate firms in our region.
  • Conducting thorough technical reviews of tax returns of varying complexities.
  • Identifying and proposing innovative solutions to intricate client challenges.
  • Reviewing legal documents related to tax transactions, including operating agreements and purchase agreements.
  • Overseeing the economic performance of engagements, including billing and collections.
  • Recruiting, mentoring, and inspiring team members, fostering a pipeline of future leaders.
  • Collaborating across the firm to expand existing business and offer diverse solutions to clients and prospects.
  • Establishing and nurturing a professional network with colleagues, referral sources, potential clients, and external organizations to drive new business opportunities.
Requirements:
  • A minimum of a Bachelor's degree in Accounting or Finance; a Master's in Tax is preferred; or an equivalent combination of relevant education and experience.
  • At least 7 years of recent experience in a public accounting firm, managing multiple real estate tax projects and client engagements.
  • Experience in developing team members, delegating tasks, and managing workflow effectively.
  • Extensive experience within the real estate sector and handling various types of entity and individual taxes, particularly partnerships.
  • CPA certification is required.
  • Strong leadership and project management skills.
  • Excellent communication and networking abilities.
  • Proven capability to manage and cultivate robust client relationships.
  • Familiarity with tax software and technology.
This job description is not exhaustive. Employees may undertake other related duties as needed to support the ongoing needs of the organization.

WHY JOIN US?

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

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

• Flexible work arrangements.

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

• Exceptional 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 enrich your personal and professional life.

  • Insurance Strategist

    2 weeks ago

    Charlotte, North Carolina, United States Crump Life Insurance Full time

    Job Title: Insurance StrategistCrump Life Insurance is seeking a highly skilled Insurance Strategist to join our team. As an Insurance Strategist, you will be responsible for discussing needs with and selling life, long-term care and disability income insurance to clients and advisors of accounts supported by Crump's Financial Institutions channel.Key...

  • Insurance Strategist

    2 weeks ago

    Charlotte, North Carolina, United States CRC Group Full time

    Job Title: Insurance StrategistAt CRC Group, we are seeking an experienced Insurance Strategist to join our team. As an Insurance Strategist, you will be responsible for discussing needs with and selling life, long-term care, and disability income insurance to clients and advisors of accounts supported by our Financial Institutions channel.Key...

  • Cybersecurity Strategist Lead

    1 week ago

    Charlotte, North Carolina, United States Truist Financial Full time

    Job Summary:The Cybersecurity Strategist Lead will be responsible for working with key stakeholders to define information security initiatives, vision, and approach to meet security business needs, risks, exposures, and remediation.Key Responsibilities:Collaborate with senior leaders and executives to drive initiatives to completion and rollout, enhance...

  • Digital Marketing Strategist

    7 days ago

    Charlotte, North Carolina, United States Mediabistro Full time

    About the RoleWe are seeking a highly skilled Digital Marketing Strategist to join our team as an Authenticated Marketing Orchestration Lead. In this role, you will be responsible for developing and executing real-time marketing offers in authenticated client and teammate channels, focused on promoting and selling Truist's products and services that drive...

  • Supply Chain Strategist

    5 days ago

    Charlotte, North Carolina, United States Addison Group Full time

    Pursuing a career as a Supply Chain Strategist at Addison Group, you will play a pivotal role in shaping the company's supply chain and logistics strategy. This dynamic position offers an estimated salary range of $85,000 to $110,000 per year, based on industry standards and location.Job Description:The Supply Chain Strategist will be responsible for...

  • Marketing and Sales Strategist

    1 week ago

    Charlotte, North Carolina, United States Compass Point Innovations Full time

    Marketing and Sales StrategistWe are seeking a highly motivated and creative Marketing and Sales Strategist to join our team at Compass Point Innovations. As a key member of our Marketing and Sales Department, you will be responsible for developing and executing marketing and sales strategies that drive business growth and customer engagement.Key...

  • Digital Marketing Strategist

    1 month ago

    Charlotte, North Carolina, United States CPI Security Full time

    Job Title: Digital Marketing StrategistCPI Security is seeking a highly skilled Digital Marketing Strategist to drive our digital growth and lead our customer acquisition efforts.This role will be responsible for developing and executing a comprehensive digital marketing strategy, managing our paid search campaigns, and analyzing data to optimize our digital...

  • Chief Tax Strategist

    1 day ago

    Charlotte, North Carolina, United States Sherpa | Recruiting, Staffing & Consulting Full time

    Tax Manager Job DescriptionOverviewA leading public accounting firm in Charlotte is seeking a Tax Manager to join their team. This role offers a unique opportunity to work with a reputable organization that prioritizes work-life balance, even during peak tax seasons.ResponsibilitiesReview and prepare complex tax returns, including 1120s, S-Corps,...

  • Senior Business Execution Strategist

    1 week ago

    Charlotte, North Carolina, United States Motion Recruitment Full time

    A well-established Financial Services Company is seeking a seasoned Business Execution Strategist for a long-term contract opportunity in Charlotte, NC (Hybrid).As a Business Execution Strategist, you will work with a team of experts at one of the largest financial institutions in the world, driving business growth and innovation in today's digital age. This...

  • Digital Marketing Strategist

    2 weeks ago

    Charlotte, North Carolina, United States CPI Security Full time

    Job Title: Digital Marketing StrategistCPI Security is seeking a highly skilled Digital Marketing Strategist to drive digital growth and lead our customer acquisition efforts. As a key member of our marketing team, you will be responsible for developing and executing a comprehensive digital marketing strategy that aligns with our business objectives.Key...

  • Digital Marketing Strategist

    2 weeks ago

    Charlotte, North Carolina, United States CPI Security Full time

    Job Title: Digital Marketing StrategistCPI Security is seeking a highly skilled Digital Marketing Strategist to drive our digital growth and lead our customer acquisition efforts.The ideal candidate will have a strong background in digital marketing, with expertise in paid search, social media, and email marketing. They will be responsible for developing and...

  • Insurance Strategist

    1 week ago

    Charlotte, North Carolina, United States CRC Group Full time

    Job SummaryThe Internal Insurance Strategist role at CRC Group involves discussing client needs and selling life, long-term care, and disability income insurance to clients and advisors of accounts supported by Crump's Financial Institutions channel.Key ResponsibilitiesLead clients through discovery, identifying personal or business needs and goals, current...

  • Digital Marketing Strategist

    2 weeks ago

    Charlotte, North Carolina, United States Mediabistro Full time

    Job Title: Authenticated Marketing Orchestration LeadAt Mediabistro, we're seeking a highly skilled and experienced Authenticated Marketing Orchestration Lead to join our team. As a key member of our Personalization team, you will be responsible for developing and implementing real-time marketing offers in authenticated client and teammate channels.Key...

  • Digital Marketing Strategist

    4 weeks ago

    Charlotte, North Carolina, United States CPI Security Full time

    Job Title: Digital Marketing StrategistCPI Security is seeking a highly skilled Digital Marketing Strategist to drive our digital growth and lead our customer acquisition efforts. As a key member of our marketing team, you will be responsible for developing and executing a comprehensive digital marketing strategy that aligns with our business objectives.Key...

  • Digital Marketing Strategist

    2 weeks ago

    Charlotte, North Carolina, United States CPI Security Full time

    Job Title: Digital Marketing StrategistCPI Security is seeking a highly skilled Digital Marketing Strategist to drive digital growth and lead our customer acquisition efforts. As a key member of our marketing team, you will be responsible for developing and executing a comprehensive digital marketing strategy that aligns with our business objectives.Key...

  • Digital Marketing Strategist

    4 weeks ago

    Charlotte, North Carolina, United States CPI Security Full time

    Job Title: Digital Marketing StrategistCPI Security is seeking a highly skilled Digital Marketing Strategist to drive our digital growth and lead our customer acquisition efforts. As a key member of our marketing team, you will be responsible for developing and executing a comprehensive digital marketing strategy that aligns with our business objectives.Key...

  • Procurement Strategist

    2 weeks ago

    Charlotte, North Carolina, United States Addison Group Full time

    Job SummaryAs a Procurement Strategist at Addison Group, you will be responsible for developing and implementing procurement strategies that drive efficiency and productivity in our supply chain.Key Responsibilities:Lead and manage a team of procurement professionals to achieve strategic objectives.Implement and maintain a procurement system that ensures...

  • AEM Technical Lead

    1 week ago

    Charlotte, North Carolina, United States Resource Informatics Group Full time

    Job Title: AEM Technical Lead - Digital Experience StrategistJob Summary: We are seeking a highly skilled AEM Technical Lead to join our team at Resource Informatics Group. As a key member of our digital marketing team, you will be responsible for leading the strategy and implementation of our clients' digital marketing, web, and mobile customer...

  • Chief Financial Strategist

    2 weeks ago

    Charlotte, North Carolina, United States Recruit Up, LLC Full time

    Job Title: Chief Financial StrategistUnited Utility is a pioneering force in the electric utility industry, dedicated to providing comprehensive and innovative offerings that support power infrastructure investments across the United States. As the parent company to industry-leading utility service contractors specializing in transmission, distribution,...

  • Technology Strategist

    1 week ago

    Charlotte, North Carolina, United States Slalom Full time

    Job Title: Director - Technology StrategyThe Technology Strategist is responsible for combining their understanding of the client's technology landscape and architecture with their understanding of the client's business strategy to develop and implement an effective and enabling technology strategy. They must have knowledge of the client's business systems,...