Elliott Davis Logo

Elliott Davis

Tax Manager

Posted 11 Days Ago
Be an Early Applicant
In-Office
Charlotte, NC, USA
Senior level
In-Office
Charlotte, NC, USA
Senior level
Lead tax strategy, compliance, and consulting for private equity-backed healthcare entities. Review complex tax returns and transaction documents, advise on mergers and acquisitions, onboard large practice groups, manage engagement profitability, develop client relationships, recruit and coach staff, and support business development within healthcare and private equity markets.
The summary above was generated by AI
WHO WE ARE

Elliott 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. 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.

Tax Manager will lead tax strategy and compliance in the Healthcare area. The Tax Manager will serve as a technical expert for private equity-backed healthcare entities while acting as a key integrator for new business coming through our pipeline. This role will be the point person for onboarding large-scale practice groups, ensuring seamless integration from proposal to filing.

Responsibilities:

  • Develop and sustain excellent relationships with privately held and private equity-backed healthcare companies, serving as a trusted primary advisor.
  • Perform technical reviews of federal, state, and local tax returns with varying complexity, ensuring full compliance within the unique regulatory framework of the healthcare industry.
  • Provide expert tax modeling and consulting for mergers, acquisitions, and equity transactions, identifying creative solutions for complex structural issues.
  • Review operating agreements, letters of intent (LOIs), purchase agreements, and other legal documentation to ensure tax efficiency and risk mitigation.
  • Lead the administrative side of new business proposals and the onboarding/integration of large practice groups (ranging from 20 to 100+ locations).
  • Monitor the economic performance of engagements, including budgeting, billing, and collections, to ensure practice profitability.
  • Recruit, develop, and motivate team members, building a "ready-now" pipeline of leaders to support a consolidated healthcare tax team.
  • Partner with internal departments to provide comprehensive business solutions and capture growth opportunities from existing and prospective clients.
  • Build a robust professional network with colleagues, referral sources, and external organizations to attract new business in the healthcare and private equity sectors.
  • Other duties within the scope of the role and practice.

Requirements:

  • Bachelor’s degree in Accounting; Master’s in Taxation (MST) or Accountancy (MAcc) preferred but not necessary. Active CPA license required.
  • 5–7+ years of public accounting experience, with a heavy focus on Partnerships (Subchapter K) and flow-through entities.
  • Proven track record in Healthcare and/or Private Equity tax. Experience with multi-state healthcare practice groups is desirable.
  • Demonstrated ability to perform "cold checks" and technical reviews on complex transactional documents and tax returns.
  • 3+ years of experience managing staff and overseeing the economic performance of a client portfolio.
  • Ability to leverage or build a professional network within a market and broader healthcare community.
  • Proven record of developing junior and mid-level staff into "ready-now" leaders through proactive coaching and technical training.
  • The ability to balance multiple complex projects and meet client expectations
  • Excellent communication and interpersonal skills

#LI-RB1

#LIHYBRID

WHY YOU SHOULD JOIN US

We 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 professionally

NOTICE TO 3RD 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.

Elliott Davis Charlotte, North Carolina, USA Office

500 E. Morehead Street, Suite 700, Charlotte, NC, United States, 28202

Similar Jobs

Yesterday
In-Office
Charlotte, NC, USA
120K-150K Annually
Senior level
120K-150K Annually
Senior level
Other
Manage complex corporate tax engagements from planning through completion, including consolidated and multistate returns, compliance, tax planning, and consulting. Advise privately held and middle-market clients on tax issues, M&A, reorganizations, investments, and liquidations. Review team work, oversee deadlines and budgets, maintain client relationships, interpret tax regulations, and supervise, train, and develop staff.
Top Skills: Asc 740Cch AxcessMicrosoft Office Suite
Yesterday
In-Office
Charlotte, NC, USA
120K-150K Annually
Senior level
120K-150K Annually
Senior level
Other
Manage complex tax engagements for high-net-worth individuals, trusts, and closely held businesses. Responsibilities include tax return review, planning, compliance, estate and gift tax analysis, client relationship management, engagement budgeting, regulatory deadline management, staff supervision, and business development. The role requires expertise in grantor trust rules, estate tax principles, family office services, and private foundations, along with an active CPA license and public accounting experience.
Top Skills: Cch AxcessMicrosoft Office Suite
Yesterday
In-Office
Charlotte, NC, USA
150K-220K Annually
Senior level
150K-220K Annually
Senior level
Other
Leads complex tax planning, compliance, and consulting engagements for high-net-worth individuals, closely held businesses, trusts, and related entities. Reviews tax returns, advises clients on estate, gift, trust, and wealth-planning matters, manages budgets and deadlines, develops client relationships, presents recommendations, and supervises and mentors tax staff. Supports practice growth and ensures accurate, timely regulatory compliance.
Top Skills: Cch AxcessMicrosoft Office Suite

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account