Elliott Davis is a top 40 US business solutions firm with over 100 years of expertise in tax, assurance, and consulting.
Follow along here for our people, ideas, & events, and visit elliottdavis.com for more information.

Elliott Davis

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Elliott Davis is a firm that provides a full spectrum of services in tax, assurance, and consulting. They offer solutions tailored to various industries including financial services, healthcare, construction, and not-for-profit organizations. With over 800 professionals, Elliott Davis combines personal relationships with data-driven insights to support business goals and address challenges. They emphasize collaboration, innovation, and personal growth, striving to optimize, innovate, and transform businesses to realize their potential. Elliott Davis is an independent member of Moore Global Network Limited.

Elliott Davis is a top 40 US business solutions firm with over 100 years of expertise in tax, assurance, and consulting. Follow along here for our people, ideas, & events, and visit elliottdavis.com for more information.

• Develop and sustain excellent customer relationships with some of the top real estate companies in our market
• Collaborate with team members across the Firm to solve complex customer scenarios
• Develop anticipatory skills to advise customers through times of disruption and uncertainty
• Analyze and observe industry trends impacting customers and create solutions to propel them forward.
• Perform technical review of tax returns with varying complexity
• Identify and recommend creative solutions to complex customer issues
• Delegate and manage tax and research assignments to achieve an accurate and efficient product
• Review operating agreements, letters of intent, purchase agreements, and other legal documentation related to tax transactions
• Review and develop work papers to support partnership allocations, basis adjustments, and tax transactions.
• Perform administrative duties relative to the position
• Monitor economic performance of engagements, including billing and collections
• Schedule smooth system flow of tax returns
• Lead from within for team engagement, providing guidance on various projects and assignments
• Maintain familiarity with team’s qualifications and growth opportunities, reviewing assignments for appropriateness
• Provide effective performance feedback and on-the-job training, celebrating and awarding excellence in performance
• Coach and train employees to their maximum potential, providing ongoing feedback and development opportunities throughout the year
• Develop future leaders and life-long learners
• Attract and retain top talent by taking an active role in engaging your team throughout their career
• Discover opportunities to provide additional services and pursue new leads
• Collaborate cross-functionally within the firm to grow existing business and offer a variety of business solutions to customers and prospects
• Represent Elliott Davis in the business community and be active within professional organizations
• Be an active member of the local community by giving back and through service to others

Tax Manager – Real Estate

Tax Manager overseeing tax preparation and compliance for real estate businesses at Elliott Davis. Leading a team to advise clients and manage intricate tax issues with collaborative solutions.

• Providing tax planning and compliance services for high net worth individuals and related trusts
• Developing and sustaining excellent client relationships to a level of becoming a trusted advisor
• Identifying issues and recommending creative solutions to complex client issues
• Managing client engagements to achieve optimum service expectations
• Developing and growing a business network with referral relationships, potential clients, and organizations to attract new business
• Holding yourself and others accountable for business development goals
• Recruiting, developing, and motivating team members
• Creating a highly collaborative environment in which team members reach out to others for input and ideas
• Promoting a culture of engagement, inclusion, and accountability for the organization’s core values and competencies for the teams that you lead.
• Setting and achieving stretch goals on a periodic basis that increases your value and contribution to the organization.

Tax Manager – High Net Worth

Tax Manager overseeing tax preparation process for individuals and trusts in high net worth tax practice. Responsible for delegating tax assignments and team management.

manager

• Administer a HubSpot CRM (Sales & Marketing) to ensure data integrity and security.
• Analyze performance across HubSpot CRM (Sales & Marketing) to optimize lead generation and conversion.
• Work closely with Power BI analysts to maintain Power BI dashboards and data visualizations to support decision-making across our industries and markets.
• Deliver actionable insights to Chief Growth Officer, Industry Growth Leaders, and firm leadership.
• Supervise and mentor one analyst, ensuring high-quality analytics output.
• Collaborate with stakeholders to define KPIs and reporting frameworks.
• Present findings and strategic recommendations to senior leadership.
• Ensure data accuracy, consistency, and integrity across platforms.
• Identify opportunities for process automation and reporting efficiency.

Insights Manager

Insights Manager leading data analytics and business intelligence efforts at Elliott Davis. Transforming data into strategic insights that drive growth across sales and marketing operations.

business-operations

• Meet with clients to assess current business systems (people, processes, and technology)
• Support clients through ERP implementations
• Convert records for input into new systems for data migration
• Consult with clients on best practices related to their business processes
• Quickly learn systems and software applications, and be able to assist clients with system implementation and restructuring projects
• Participate in conversations with a variety of businesses in multiple industries about how to achieve their business goals
• Research and recommend optimal technology eco systems
• Communicate with software vendors to outline company technology needs
• Assist with preparing key findings and analysis reports on client systems
• Leading and/or participating in special projects and activities as assigned.

Senior Associate – Digital Business Systems Consulting

Join Elliott Davis as a Senior Associate in Business Systems Consulting. Support clients in system implementation and ERP projects across multiple industries.

• Meet with clients to assess current business systems (people, processes, and technology)
• Prepare key findings and analysis reports on client systems
• Quickly learn ERP systems and third-party applications, and be able to assist clients with system implementation and restructure projects
• Perform extensive general ledger and transactional flow analysis to assist in correcting errors found and complex reporting requirements setup
• Formulate plan and timeline for projects
• Manage complex ERP and restructuring implementation projects
• Convert records for input into new systems
• Coordinate and train clients on an individual or group basis on use of system
• Complex payroll setups in clients accounting system
• Consult with clients on best practices related to their business processes
• Supervise staff on projects and provide performance feedback
• Other duties as assigned

Digital Business Systems Consulting Manager

BSC Manager assisting clients to evaluate and improve their business systems, processes, and technology. Designing strategies and maximizing technology solutions for client impact.

Elliott Davis

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