Elliott Davis

• 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

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

Accounting Manager

• Actively lead monthly accounting needs for customers by overseeing engagement teams
• Serve as a key point of contact on day-to-day accounting and advisory matters and/or technical/special projects for customers
• Conduct and review in-depth financial analysis, provide expert financial perspective, assess risk, analyze efficiency, and inform business decisions made by the customer
• Provide tactical accounting and advisory guidance to the customer and engagement team members
• Perform technical accounting review of highly complex advisory and associated deliverables
• Prepare various ad hoc and monthly recurring reports and analyses for customers
• Perform US GAAP conversions, document technical memos such as ASC 606 analysis, prepare US GAAP financial statements
• Utilize technology to properly communicate and record accounting and advisory matters
• Possess thorough knowledge of all facets of customers’ business to ensure customer understanding of engagement economics and to provide frequent updates
• Responsible for overall quality and accuracy of scope of services for customer portfolio
• Develop and manage relationships with customers, internal firm contacts, and AAS Engagement Team leaders
• Collaborate closely with customers to provide advisory services and additional service line SME project opportunities
• Provide developmental feedback to AAS and other internal team members
• Provide coaching and technical training for staff
• Demonstrate commitment to continuous improvement by implementing process enhancements that improve the quality of engagement deliverables and/or the efficiency and/or effectiveness of the engagements
• Responsible for customer invoicing and shareholder, principal, managing director communication
• Actively participate in growth opportunities through collaboration with other service lines, specialty groups, and referral sources
• Attend customer, recruiting and/or networking functions within local market, as appropriate

Accounting Advisory Services Manager

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

• 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

Data Analyst

• Design and build client management reports and dashboards using financial and operational data
• Develop and maintain cash flow forecasts, budgets, and long-term financial models
• Perform data analytics to identify trends, anomalies, and opportunities for improvement
• Translate complex data into actionable insights for client decision-making
• Collaborate with internal teams to optimize reporting processes and automate workflows
• Communicate findings and recommendations clearly to clients and stakeholders
• Support onboarding and ongoing engagements with data-driven reporting tools
• Mentor associates and contribute to team development
• Engage with clients across various industries to support strategic planning and performance improvement
• Leverage technology to enhance data accuracy, reporting efficiency, and client experience

Senior Data Analyst, Accounting Advisory Services

• Provide tax, gift and estate planning and compliance services for individuals and related trusts
• Oversee tax preparation process for high-net-worth individuals, related family partnerships and trust tax returns to ensure compliance with state and federal tax regulations
• Consult on complex gifting and estate planning, quarterly and year-end consulting
• Identify tax issues and provide solutions to technical tax matters
• Engagement oversight and management to achieve accurate and efficient results
• Manage client engagements and develop/sustain excellent client relationships to become a trusted advisor
• Develop and grow a business network with referral relationships and potential clients to attract new business
• Lead, recruit, train, motivate, develop and review the work of team members; create a collaborative team environment
• Perform technical review and hold team accountable for business development goals and deliverables

Senior Tax Manager, High Net Worth/FWS

Security Engineer

• The Cyber Security Senior Manager conducts risk and security assessment activities with our customer, including analyses of customer environments, assessment of their current state of security and level of preparedness to protect their services and data and recommendations to address any gaps determined.
• This critical position partners with security architects/engineers, and various program management areas to create cybersecurity recommendations, response plans, and direction for the customer(s).
• Lead and execute strategic cybersecurity engagements
• Serve as a trusted advisor to customers translating complex cybersecurity concepts into actionable business insights
• Executing cloud and network security assessments
• Regularly perform or assist with performing gap assessments against known cybersecurity frameworks (NIST, PCI, CIS, etc.)
• Conduct internal configuration and vulnerability assessments of information systems using commercial and open-source assessment tools
• Document and analyze system configurations and provide recommendations on best practices
• Stay current with emerging threats, technologies, and regulatory requirements to guide customers effectively
• Create detailed, professional documentation / reports that clearly communicate vulnerabilities, mitigation strategies, and remediation steps

Senior Cybersecurity Manager

• The Cyber Security Manager conducts risk and security assessment activities with our customers, including analyses of customer environments, assessment of their current state of security and level of preparedness to protect their services and data and recommendations to address any gaps determined.
• This critical position partners with security architects/engineers, and various program management areas to create cybersecurity recommendations, response plans, and direction for the customer(s).
• Lead and execute strategic cybersecurity engagements
• Serve as a trusted advisor to customers translating complex cybersecurity concepts into actionable business insights
• Executing cloud and network security assessments
• Regularly perform or assist with performing gap assessments against known cybersecurity frameworks (NIST, PCI, CIS, etc.)
• Conduct internal configuration and vulnerability assessments of information systems using commercial and open-source assessment tools
• Document and analyze system configurations and provide recommendations on best practices
• Stay current with emerging threats, technologies, and regulatory requirements to guide customers effectively
• Create detailed, professional documentation / reports that clearly communicate vulnerabilities, mitigation strategies, and remediation steps