Elliott Davis
Tax Senior – Real Estate
Elliott Davis
Who We Are
Elliott Davis pairs forward‑thinking tax, assurance and consulting services with an industry‑leading workplace culture. Our nine offices – located in the fastest growing cities in the U.S. – are built on a foundation of inclusivity, collaboration and collective growth. We work daily to provide exceptional service to our people, customers and communities. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.
Job Summary
As a Tax Senior in the Real Estate Group, you will play a pivotal role in providing comprehensive tax services to individuals and business clients within the real‑estate sector. You will apply your specialized tax knowledge to prepare and review intermediate‑level returns, ensuring accuracy and compliance with relevant regulations. In this role, you will oversee and delegate assignments, guide associates, and ensure timely completion of engagements. Your proactive approach and collaborative work environment will contribute to the overall success and growth of the firm. Additionally, you will mentor and provide constructive feedback to develop the skills of your colleagues.
Responsibilities
Apply tax knowledge to intermediate‑level flow‑through returns and all levels of individual returns
Review basic tax return engagements
Analyze business transactions
Perform complete and efficient reviews of individual and business tax returns while guiding other staff
Gather data from customers, A&A department, and third‑party sources
Perform tax research to propose alternatives that satisfy client objectives
Resolve all open items/issues encountered on assigned engagements
Actively monitor engagement economics by managing budgets and seeking efficiencies
Direct and control concurrent assignments to successful completion
Manage engagement productivity and become a subject‑matter expert in at least one technical area
Teach, develop, and oversee staff through engagements; delegate assignments and tasks
Provide honest, objective, and constructive feedback to staff in a timely manner
Collaborate to identify and sell opportunities among existing customers
Serve as a mentor and role model through active participation in firm committees, departmental matters, and events
Other duties within scope of practice
Requirements
Bachelor’s degree in Accounting or Finance
2+ years of recent public‑accounting experience
CPA certification or significant progress toward certification
Real‑estate experience preferred, but not required
Ability to prepare and/or review a complete set of financial statements
Strong oral and written communication skills
Effective analytical and problem‑solving abilities
Strong time and work‑management skills
WHY YOU SHOULD JOIN US
Generous time off 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, and 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
ADA & Physical & Cognitive Requirements
While performing the duties of this job, the employee will be required to remain in a stationary position, use hands repetitively to operate standard office equipment, and talk or hear, both in person and by telephone. The employee must have specific vision abilities (close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus). The employee will also use written and oral communication skills, read and interpret data and documents, observe and interpret situations, work under deadlines with frequent interruptions, and interact with internal and external customers.
#J-18808-Ljbffr
Elliott Davis
Who We Are
Elliott Davis pairs forward‑thinking tax, assurance and consulting services with an industry‑leading workplace culture. Our nine offices – located in the fastest growing cities in the U.S. – are built on a foundation of inclusivity, collaboration and collective growth. We work daily to provide exceptional service to our people, customers and communities. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.
Job Summary
As a Tax Senior in the Real Estate Group, you will play a pivotal role in providing comprehensive tax services to individuals and business clients within the real‑estate sector. You will apply your specialized tax knowledge to prepare and review intermediate‑level returns, ensuring accuracy and compliance with relevant regulations. In this role, you will oversee and delegate assignments, guide associates, and ensure timely completion of engagements. Your proactive approach and collaborative work environment will contribute to the overall success and growth of the firm. Additionally, you will mentor and provide constructive feedback to develop the skills of your colleagues.
Responsibilities
Apply tax knowledge to intermediate‑level flow‑through returns and all levels of individual returns
Review basic tax return engagements
Analyze business transactions
Perform complete and efficient reviews of individual and business tax returns while guiding other staff
Gather data from customers, A&A department, and third‑party sources
Perform tax research to propose alternatives that satisfy client objectives
Resolve all open items/issues encountered on assigned engagements
Actively monitor engagement economics by managing budgets and seeking efficiencies
Direct and control concurrent assignments to successful completion
Manage engagement productivity and become a subject‑matter expert in at least one technical area
Teach, develop, and oversee staff through engagements; delegate assignments and tasks
Provide honest, objective, and constructive feedback to staff in a timely manner
Collaborate to identify and sell opportunities among existing customers
Serve as a mentor and role model through active participation in firm committees, departmental matters, and events
Other duties within scope of practice
Requirements
Bachelor’s degree in Accounting or Finance
2+ years of recent public‑accounting experience
CPA certification or significant progress toward certification
Real‑estate experience preferred, but not required
Ability to prepare and/or review a complete set of financial statements
Strong oral and written communication skills
Effective analytical and problem‑solving abilities
Strong time and work‑management skills
WHY YOU SHOULD JOIN US
Generous time off 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, and 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
ADA & Physical & Cognitive Requirements
While performing the duties of this job, the employee will be required to remain in a stationary position, use hands repetitively to operate standard office equipment, and talk or hear, both in person and by telephone. The employee must have specific vision abilities (close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus). The employee will also use written and oral communication skills, read and interpret data and documents, observe and interpret situations, work under deadlines with frequent interruptions, and interact with internal and external customers.
#J-18808-Ljbffr